• The Fourth Bucket: Longevity Planning for Female Clients

  • Apr 30 2025
  • Duración: 30 m
  • Podcast

The Fourth Bucket: Longevity Planning for Female Clients

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  • Resumen

  • 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.

    Resources:

    • Book referenced: Wi$e Up Women: A Guide to Total Fiscal and Physical Well-Being by Jeannette Bajalia
    • Organization referenced: Women's Worth

    Statistics:

    • 80% of women are dying single
    • The centenarian population is one of the fastest-growing segments worldwide
    • Healthcare costs can reach $30,000 per month for certain medications without proper planning
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