The Bucket Plan® On-Demand Series

Protecting Clients' Retirement from Rising College Costs


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College costs are quietly becoming one of the most significant threats to your clients' retirement security and advisors aren't having this conversation nearly early enough. In this episode, host Kirsten Schlumbohm sits down with Jeannie Burlowski, academic strategist and author of Launch! How to Get Your Kids Through College, Debt Free, and Into Jobs They Love Afterwards, to give you a practical playbook for protecting your clients from the financial landmines hidden inside college decisions. From a critical Parent PLUS loan deadline hitting in 2026 to career clarity strategies that eliminate wasted tuition dollars, Jeannie breaks down exactly how you can add college planning to your practice, without adding 200 hours of training to your plate.

Resources:

  • Book referenced: Launch! How to Get Your Kids Through College, Debt Free, and Into Jobs They Love Afterwards by Jeannie Burlowski
  • Articles referenced: Got Parent PLUS Loans? Act Fast Before Key Protections Disappear, Hilarious Idea Makes Kids Eager to Apply for Scholarships
  • Membership referenced: Jeannie Burlowski's Tribe Membership
  • Newsletter referenced: Jeannie Burlowski's bi-weekly email newsletter
...more
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