What if one simple exercise could help you uncover what truly brings you joy, clarify your purpose, and shape a more meaningful retirement?

As part of our "Freedom After 50" series, author Jet Vertz shares:

How the "Lifeline Exercise" helps uncover defining moments in your life
Why your happiest moments often reveal your deepest values
How to identify the strengths, passions, and experiences that should shape your retirement
Why honesty with yourself is essential to creating a retirement filled with meaning instead of simply staying busy
A simple reflection exercise you can do on your own, or even with your spouse

Listen in as Founder and CEO of Howard Bailey Financial, Casey Weade and Jet Vertz provide thoughtful insights and advice on how it applies to your unique financial situation.

Show Notes: HowardBailey.com/576

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ABOUT HOWARD BAILEY FINANCIAL: Our mission is to help others gain clarity in purpose and elevate meaning in their lives through personal and practical financial strategies. Our Retire With Purpose™ Framework starts with establishing your unique financial philosophy — the true meaning and purpose for your money in retirement. Through continued education, one-on-one meetings, and a comprehensive team planning approach, we have helped retirees across the country secure their financial futures. And while we can't work with everyone, our goal is to provide value to everyone we meet. Our team of advisors and support specialists strive to deliver the very best experience in pre-retirement and retirement planning. Learn more about our process here: https://howardbailey.com/our-process