Jet Vertz: Flight Plan for Life, Living A Fulfilling Retirement
Manage episode 429203419 series 3508825
About the guest, Jet Vertz:
Jet is a retired aviation business executive who makes his home in South County, Rhode Island. Prior to his retirement Jet was a Vice President at Pratt & Whitney Aircraft (P&WA). P&WA designs, produces, and services commercial and military jet aircraft, including the engines for F22 and F35.
Prior to going into the aviation business Jet was commissioned as an Ensign in the US Navy via the Officer's Candidate School in Newport and served in the US Navy during the Vietnam War era as a Lieutenant. Jet earned degrees in Aerospace Engineering, Computer Science, and MBA.
In this episode, Len Hayduchok and Jet Vertz discuss:
- The alignment of financial planning with personal values for a fulfilling retirement
- Jet's diverse experience in the aviation field, from designing turbines to executive leadership
- Strategic thinking and lifetime values informing retirement choices
- The significance of purpose beyond leisure in one's retirement years
- Active involvement in faith and community service as a cornerstone for meaningful living post-career
Key Takeaways:
- Successful retirement is predicated on aligning one's financial strategies with personal goals and values, crafting a life that reflects one's true desires.
- Strategic planning and structured thinking garnered throughout one's career can greatly enrich the retirement phase, contributing to a well-defined 'fourth quarter' of life.
- The core values established over a lifetime, especially those forged through challenges, are vital for sustained fulfillment beyond professional work.
- Retirement provides an opportunity to solidify one's identity through personal growth, community contribution, and nurturing family ties, rather than mere relaxation and pastime endeavors.
- Early investments and being financially disciplined not only secure a comfortable retirement but also lay the foundation for a gratitude-driven lifestyle focused on giving back and personal development.
“The golden years ought to shine with more than just gold; they should illuminate the values and passions that we've lived by all along."
— Jet Vertz
Connect with Jet Vertz:
LinkedIn: https://www.linkedin.com/in/jetvertzprofile/
About the host, Len Hayduchok:
Len Hayduchok is a Certified Financial Planner with over 25 years of experience in the financial services profession. He is the founder and President of Dedicated Financial Services and Dedicated Senior Advisors, providing comprehensive wealth management programs to individuals in their retirement and retirement-planning years. Len is committed to advising clients based on their best interests and has extensive training in securities and life insurance. He is a graduate of the Wharton School of Business and Biblical Theological Seminary. Len is dedicated to client and community education, offering various resources and instruction on retirement-related topics.
Learn more about Len’s book:
MaxAMAZING Your Retirement: Practical Guidance for an Enjoyable and Fulfilling Capstone to Your Life
Book website: https://maxamazing.com/
The book "MaxAMAZING Your Retirement" challenges the conventional view of retirement as merely accumulating assets and emphasizes the importance of aligning financial resources with one's true values and desires. Len introduces his Life/Money System, guiding readers through a journey of self-discovery and financial planning to achieve a meaningful and fulfilling retirement.
Dedicated Financial Services (Company website): https://www.dedicatedfinancialservices.com/
CONNECT WITH LEN:
LinkedIn: https://www.linkedin.com/in/dedicatedfinancialservices/
Show notes by Podcastologist: Hanz Jimuel Alvarez
Audio production by Turnkey Podcast Productions. You're the expert. Your podcast will prove it.
23 afleveringen