Life, Loss and Legacy - A PlanningSolo Podcast

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.

Life, Loss and Legacy - A PlanningSolo Podcast is a education podcast hosted by Jordan Vaka, with 18 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Jordan Vaka hosts Life, Loss and Legacy - A PlanningSolo Podcast, a education show with 18 episodes published.

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  Episode #17

  17. Building a Healthy Foundation with Perry Adolphus

  Mar 16, 20251h 3mS1

  <p>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.</p> <p>And that's completely natural!</p> <p>But what we find many of the people we work with do, is they slowly find their way back into a healthier groove.</p> <p>Which is why in this episode of Life, Loss and Legacy, I've asked Perry Adolphus to come on and discuss what that healthier groove can involve.</p> <p>Perry's a Strength & Conditioning Coach, with...

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  Episode #16

  16. Buying Your Home (On Your Own) with Adele Andrews & Lauren Allingham

  Feb 24, 20251h 8mS1

  <p>Buying a home is a big, important step. </p> <p>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. </p> <p>Which is why independent financial adviser, Jordan Vaka, invited Adele Andrews and Lauren Allingham on for this week's episode. </p> <p>Adele is a professional, experienced and empathetic mortgage broker who provides tips and advice for people wondering how getting a mortgage to buy your first home works - again, maybe for the first time. </p> <p>And Lauren is a ca...

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  Episode #15

  15. Selling Your Home with Lisa Britcliffe

  Dec 9, 202452 minS1

  <p>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. </p> <p>Lisa takes us through her background in real estate. And how her whole-of-person approach to real estate now contrasts with the more...traditional approach others are taking. </p> <p>Lisa explains how her experience in coaching people through another of life's biggest transitions (divorce) has left her with the skills and empathy to help widows and their families navigate the often painful journey of selling the family home. </p> <p>T...

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  Episode #14

  14. Estate Disputes - The Litigation Option with Teresa Catalano

  Nov 24, 20241h 4mS1

  <p>There's a lot of misinformation out there about what happens if there's a challenge, or dispute, to a will. </p> <p>But beyond the thing that triggers the dispute - or the grounds somebody uses to challenge a will - there's a deep question about how that dispute will be resolved. </p> <p>There are plenty of paths that lead to a resolution and each one has its own pros and cons. </p> <p> </p> <p>So independent financial adviser Jordan Vaka is exploring these different paths to help you identify which one might be most suitable for you, your...

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  Episode #13

  13. Financial Confidence with Kearsten James

  Nov 3, 20241h 10mS1

  <p>In this episode of Life, Loss & Legacy, Jordan speaks with, fellow independent financial adviser Kearsten James. </p> <p>They discuss:</p> Their experiences helping people navigate their way through the maze of finances after losing their partner. The different perspectives financial advisers can bring to people struggling with all of the decisions they now have to make.  How helping widows develop their own views on money helps them step towards true financial confidence.  Some tips on how to choose great advisers - financial, accounting, lawyers, anybody who you'll need along the way.  <p>If you'd like to speak with Kear...

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