Navigating Retirement with Purpose: Jet Vertz's Journey from Aviation Executive to Fulfilling Retirement

About Jet Vertz: Jet Vertz is a retired aviation executive with a distinguished career at Pratt Whitney Aircraft and US Navy service. Holding degrees in aerospace engineering and an MBA, he now leads the Purpose-Driven Retirement Workshop at the University of Rhode Island. An active retiree who enjoys snowboarding and surfing, Jet is passionate about helping professionals transition to meaningful, fulfilling retirements by emphasizing financial preparedness, continued learning, and community engagement.
In this episode, Shawn and Jet Vertz discuss:

• Jeff's background in the Navy and aviation
• Staying physically and mentally active in retirement
• Creating meaningful activities after a career
• Financial planning for retirement
• Importance of continuing education and community engagement

Key Takeaways:

• Prioritize financial planning with savings and annuities for retirement security.
• Find purpose beyond personal interests through meaningful activities.
• Maintain physical and mental health through active hobbies and engagement.
• Invest in continuous learning and community involvement during retirement.

"Continuing education is something you do for yourself to stay cognitively sharp. And community engagement is about giving back to your community, country, and a world. " - Jet Vertz Connect with Jet Vertz:  Email: [e-mail] LinkedIn: https://www.linkedin.com/in/jetvertzprofile/ 
Get a free copy of Shawn’s book “The Priority of Retirement” here- https://www.retirewisepro.com/the-priority-of-retirement

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Jet Vertz is not a client, nor should his appearance in this advertisement be construed as an endorsement of Shawn Maloney or Retire Wise LLC. Formerly with Pratt Whitney Aircraft and US Navy Service, is not affiliated with Retire Wise LLC. or AEWM.
The information and opinions contained are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual's situation. Insurance products are offered through the insurance business Retire Wise, LLC. Retire Wise, LLC. is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Retire Wise, LLC. are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the needs of an individual’s situation. Retire Wise, LLC. is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Retire Wise, LLC. 2909872 – 5/25

Review # 02994394-04/25