About the Episode:
Upgrade your retirement planning with strategies built for longer lifespans. Join host Kirsten Schlumbohm, Vice President and head of Annuity Sales at C2P, as she interviews Jeannette Bajalia, a senior wealth manager at JL Smith Holistic Wealth Management with nearly two decades of experience specializing in elder care life transition planning. Learn how Jeannette adapted the traditional three-bucket approach of The Bucket Plan® to include a fourth bucket specifically allocated for healthcare planning, alternative care, and support services that extend beyond traditional retirement needs. Learn how this methodology particularly serves women’s unique longevity challenges while helping advisors differentiate their practice through comprehensive planning.
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About the Host:
Kirsten Schlumbohm, BPC, is Vice President, Head of Annuity Sales at C2P and the voice behind A Women’s Clarity. She has over 15 years of industry experience, in which she has served as an insurance and annuity wholesaler, sales trainer and leader, and financial advisor. In addition to her life and health insurance licenses, she holds her Series 66 and a degree from Iowa State University.
Kirsten is committed to empowering people and helping them reach the retirement finish line. She believes in optimizing processes to build strategies out of silos and encourage tighter collaboration. When she isn’t busy helping her advisors, Kirsten can be found running trails in the great state of Oregon, watching Iowa State Football, and changing the world by rescuing one senior dog (or two) at a time with her husband Jeff.
About the Guest:
Jeannette Bajalia, a seasoned professional with over 35 years of experience in financial services, has devoted her career to empowering women through Retirement Lifestyle Protection Planning®. Her expertise spans various critical areas, including lifetime income planning, tax optimization, estate planning, and the profound impact of financial decisions on women’s emotional and physical well-being.
Jeannette is not just an author, with notable works like “Planning a PURPOSEFUL Life” and “Wi$e Up Women! A Guide to Total Fiscal and Physical Well-Being,” but also a recognized figure in the financial world, frequently appearing on The Financial Safari radio show and First Coast Living. Her insights have been featured in prestigious publications such as The Wall Street Journal, Forbes, CNBC, and many others. As an Ed Slott Master Elite Advisor, Jeannette continues to impact countless lives with her financial wisdom and dedication to redefining retirement planning.