Author: Jason L Smith

Our founder, Jason L Smith, wrote this best-selling book, that will introduce you to a couple as they plan for their retirement journey. Representing a typical American family, Jerry and Irene have worked hard to build their savings and are now at a place to live a successful retirement. Jason outlines the three-bucket process we stand by that, through the progression of the book, illustrates how Jerry and Irene have a clear understanding of how their money is allocated, ensuring nothing falls through the cracks. This is a great read for anyone seeking guidance and inspiration on the journey to a secure retirement free from stress, worry, and confusion.

Author: Jeannette Bajalia

Women face unique financial challenges—from longer life expectancies and career interruptions to caregiving responsibilities and unexpected life changes—yet countless financial models fail to address these realities. In the third edition of Wi$e Up, Women!, Jeannette draws on her personal experiences and professional insight to offer a holistic guide that tackles these gaps head-on. This read blends emotional, physical, and financial planning to help empower women achieve a dignified, confident retirement.

Author: Jeannette Bajalia

Driven to educate readers as though they’re sitting in her own office, Jeanette created this guide to clearly outline the differences between investing and thoroughly planning for retirement. There’s much more to creating a diverse and customized retirement income plan than simply investing, and Jeanette poses questions for every single pre-retiree to consider. This is a book that will offer a clear path to anyone feeling overwhelmed about not only how – but why – to effectively plan for an abundant retirement.

Author: Jeannette Bajalia

In this book, Jeanette serves as a storyteller. She illustrates her life’s passion of helping seniors by sharing their stories — personal, hilarious, devastating and inspiring. Woven into each interview is Jeanette’s central theme of planning and how it can help to ensure a purposeful life. Her experiences, from being a caretaker to her parents to guiding clients through their own financial planning, inspire readers to embrace a passion and purpose for active longevity.