Retire With Purpose - The Retirement Podcast 563: Freedom After 50: From Bucket List to Life Strategy with Jet Vertz
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May 8, 2026 Jet Vertz, retirement educator and author who teaches a purpose-driven bucket list course, outlines how to build SMART, achievable goals. Short segments cover adding family and community items, balancing aspirational and realistic aims, finishing lists to gain momentum, and simple starter exercises to spark meaningful retirement planning.
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Build A Three Category SMART Bucket List
- Do create a purpose-driven bucket list using three categories: personal, family, and community.
- Jet Vertz requires two SMART items per category and asks students to share lists with class and family to increase follow-through.
Write Bucket Items In SMART Detail
- Do write bucket list items in SMART format: specific, measurable, achievable, realistic, and time-bounded.
- Jet gives concrete examples like 'I'm going to Paris' with a date and location rather than 'I'm going to Europe.'
Share Your List To Create Accountability
- Do share your bucket list with class, friends, and family to increase accountability and completion.
- Jet requires students to present lists in class for feedback and to share with loved ones so others help ensure follow-through.
