Hosted by Jordan Vaka · 🇺🇸 US · EN-AU · 18 episodes
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PlanningSolo Presents: Life, Loss and Legacy - a podcast series dedicated to helping widows with the legal, financial, emotional and practical aspects of bereavement.My goal with this series is to help you find the answers to those questions you're not comfortable asking right now.
Jordan Vaka hosts Life, Loss and Legacy - A PlanningSolo Podcast, a education show with 18 episodes published.
When you're in the midst of grief, it can be close to impossible to keep up the habits that you know are good for you - eating well, regular exercise, social outlets. And that's completely natural! But what we find many
Buying a home is a big, important step. But taking that step on your own, perhaps for the first time, as you navigate your way through the tunnel of bereavement - that's a massive leap. Which is why independent financial
In this, the 15th episode of our PlanningSolo podcast series - Life, Loss & Legacy - independent financial adviser Jordan Vaka speaks with Vendor and Buyers Advocate, Lisa Britcliffe. Lisa takes us through her background
There's a lot of misinformation out there about what happens if there's a challenge, or dispute, to a will. But beyond the thing that triggers the dispute - or the grounds somebody uses to challenge a will - there's a de
In this episode of Life, Loss & Legacy, Jordan speaks with, fellow independent financial adviser Kearsten James. They discuss: Their experiences helping people navigate their way through the maze of finances after losing
In this week's episode of the Life, Loss & Legacy podcast, independent financial adviser Jordan Vaka is joined by Kylie Jansen. This discussion centred on the importance of our mindset in all things, but particularly whe
Finalising an estate is both emotionally and structurally complex. And one of the key complexities executors (and beneficiaries) will need to wrestle with is how it's all affected by tax. This is a tough topic - it can b
There's a lot of misinformation out there about what happens if there's a challenge, or dispute, to a will. But beyond the thing that triggers the dispute - or the grounds somebody uses to challenge a will - there's a de
Every working Australian will have, somewhere, a superannuation account. And in that account will be some money and, likely, some insurance. But how do you, as the executor of your loved one's estate, handle this unique
It's not at all pleasant, but the topic of life insurance was always going to be something I had to cover in this podcast series. Not only because it's complicated, abstract and important - but also because responsible p
Up to this point in the series, we’ve been focusing on the procedural elements involved in those first months after losing your partner. But what about the emotional impact? More specifically, what about the toll it’s go
Where do you even start with administering the estate you're now responsible for? We've covered the big terms in recent episodes - what's involved in being an executor, probate and how testamentary trusts work. But how d
One of the things that impresses me about the people I work with, is the way they get on with the many, many things that follow the passing of their partner. This is particularly impressive given the jargon they need to
Being an executor is - despite what your late partner may have told you - a serious, significant and time-consuming job. And that's just for a 'simple' estate. Throw in any complexity - a self-managed super fund, compani
This episode of Life, Loss & Legacy is all about testamentary trusts, so Jordan's speaking with solicitor Claire Stollery - partner at Tony Kelly Lawyers, and an expert in the field. Claire outlines: What a testamentary
This episode of Life, Loss & Legacy is all about testamentary trusts, so Jordan's speaking with solicitor Claire Stollery - partner at Tony Kelly Lawyers, and an expert in the field. Claire outlines: What a testamentary
This first episode proper of the Life, Loss & Legacy series is all about decisions. The multitude of decisions you're facing now as you navigate these first few years of bereavement. The scale of decisions you're having
This episode of Life, Loss & Legacy highlights the importance of Estate Planning. Jordan's joined by Lucy Percy, principal of Head and Heart Estate Planning, and they discuss a range of important considerations when it c
PlanningSolo Presents: Life, Loss and Legacy - a podcast series to help you navigate those first few years after the loss of your partner. In this introduction, independent financial adviser and series host, Jordan Vaka,
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Life, Loss and Legacy - A PlanningSolo Podcast is hosted by Jordan Vaka. The show is categorised under education (kids) and has published 18 episodes.
Life, Loss and Legacy - A PlanningSolo Podcast has published 18 episodes.
Life, Loss and Legacy - A PlanningSolo Podcast regularly covers education, kids, family. It sits in the education category, with a kids focus.
Life, Loss and Legacy - A PlanningSolo Podcast is accessible for guests with genuine education expertise. A personalised, episode-aware pitch will still outperform a generic one every time.
Life, Loss and Legacy - A PlanningSolo Podcast hasn't explicitly signalled guest openness in recent episodes. That doesn't rule out pitching. your hook just needs to be especially compelling and relevant to their recent content.
Episodes of Life, Loss and Legacy - A PlanningSolo Podcast average 55 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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