Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
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Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
Financial Advisors Guide to Serving Gray Divorce Clients
The Bucket Plan® On-Demand Series
30 minutes 16 seconds
3 months ago
Financial Advisors Guide to Serving Gray Divorce Clients
Gray divorce rates among Americans over 50 have surged from 8.7% in 1990 to 36% by 2019*, creating unique financial planning challenges that require specialized expertise. Join host Kirsten Schlumbohm, Vice President, Head of Annuity Sales at C2P as she interviews Jeannette Bajalia, Senior Wealth Manager at JL Smith Holistic Wealth Management, and Founder of Women's Worth, to explore the emotional and financial complexities of late-life divorce. Learn how to navigate the delicate balance between hard financial truths and emotional sensitivity while helping clients rebuild their financial futures. From understanding the root causes of gray divorce to implementing modified planning approaches, this episode provides essential guidance for advisors working with clients navigating one of life's most challenging transitions.*https://academic.oup.com/psychsocgerontology/article/77/9/1710/6564346 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:* Gray divorce rates increased from 8.7% in 1990 to 36% by 2019 among individuals over 50 * 75% of nursing home residents are women * Women initiate the majority of gray divorces, driven by changing societal expectations* Marital stress increases during the initial two years of retirement
The Bucket Plan® On-Demand Series
Through Jason and Dave’s perspectives as advisors, mentors, and entrepreneurs, you’ll learn from their guests on actionable planning strategies to grow your business and streamline your process, all while improving your client experience. Tune in for special appearances from occasional guest hosts as they interview our subject matter experts!
