About the Episode:
Discover how to better serve your clients going through a gray divorce by understanding both the emotional and practical challenges they face. Join host Kirsten Schlumbohm as she sits down with Jeannette Bajalia, a senior wealth manager at JL Smith Holistic Wealth Management with nearly two decades of experience specializing in elder care and life transition planning, particularly for women.
Listen as Jeannette shares her expertise on why gray divorce rates are climbing dramatically and what this means for retirement planning. Gain practical insights into how advisors can modify their approach to serve clients who may have limited assets after divorce but still need comprehensive financial guidance for their remaining 20-30 years of life.
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About the Host:
Kirsten Schlumbohm is the Vice President, Head of Annuity Sales at C2P. She has over 15 years of industry experience in which she’s 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 you and helping you reach the retirement finish line. She believes in optimizing processes to build strategies out of silos and encourage tighter collaboration.
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.