2. Estate Planning with Lucy Percy
Life, Loss and Legacy - A PlanningSolo Podcast
Release Date: 05/10/2024
17. Building a Healthy Foundation with Perry Adolphus
Life, Loss and Legacy - A PlanningSolo Podcast
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 of the people we work with do, is they slowly find their way back into a healthier groove. 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. Perry's a Strength & Conditioning Coach, with deep experience in helping people from every walk of life (not super gym bros or athletes!)...
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16. Buying Your Home (On Your Own) with Adele Andrews & Lauren Allingham
Life, Loss and Legacy - A PlanningSolo Podcast
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 adviser, Jordan Vaka, invited Adele Andrews and Lauren Allingham on for this week's episode. 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. And Lauren is a caring, thorough and detailed buyers...
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15. Selling Your Home with Lisa Britcliffe
Life, Loss and Legacy - A PlanningSolo Podcast
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 in real estate. And how her whole-of-person approach to real estate now contrasts with the more...traditional approach others are taking. 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...
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14. Estate Disputes - The Litigation Option with Teresa Catalano
Life, Loss and Legacy - A PlanningSolo Podcast
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 deep question about how that dispute will be resolved. There are plenty of paths that lead to a resolution and each one has its own pros and cons. So independent financial adviser Jordan Vaka is exploring these different paths to help you identify which one might be most suitable for you, your family and your future. In this one, he's joined by...
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13. Financial Confidence with Kearsten James
Life, Loss and Legacy - A PlanningSolo Podcast
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 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...
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12. Money Mindset with Kylie Jansen
Life, Loss and Legacy - A PlanningSolo Podcast
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 when navigating life's biggest challenges. Kylie helped explain: - Some of the critical elements of personal growth, emphasizing the importance of mindset and values in shaping one’s life. - how we can use the 'wheel of life' to prioritize aspects of our lives - how to fill our new lives with new attractions - while processing loss. - why the...
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11. Tax & Estates with Phil Seath & Daniel Vicino
Life, Loss and Legacy - A PlanningSolo Podcast
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 be dry, remote and blindingly difficult for a layperson to come to grips with. Which is why I've invited Daniel Vicino and Phil Seath - CPAs from in Melbourne - to come on the podcast and take us through some of the (many) considerations executors will need to work with. We discuss: Why it's so important to find the right adviser to help you navigate...
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10. Estate Disputes - The Collaborative Option with Zinta Harris
Life, Loss and Legacy - A PlanningSolo Podcast
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 deep question about how that dispute will be resolved. There are plenty of paths that lead to a resolution and each one has its own pros and cons. So independent financial adviser Jordan Vaka is exploring these different paths to help you identify which one might be most suitable for you, your family and your future. In this one, I'm joined by Zinta...
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9. Superannuation As a Widow with Nathan Fradley
Life, Loss and Legacy - A PlanningSolo Podcast
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 and complex asset? Who do you speak with, what do you ask them, how will they handle it, where do you go? Well, I've asked independent financial adviser, Nathan Fradley of Fradley Advice, to join me in this week's episode to explore this very detailed and, frankly weird, topic. Because dealing with superannuation as a widow can be confronting, difficult and...
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8. The Ins and Outs of Life Insurance with Stephen Price
Life, Loss and Legacy - A PlanningSolo Podcast
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 people have life insurance in place. And when they pass away, the people they leave behind need to untangle what it all means. Which is why I've asked Stephen Price, of Integer Financial, to come on and take us through the ins and outs of life insurance. Stephen's an insurance specialist with deep expertise in these critically important policies. We discuss: ...
info_outlineThis 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 comes to planning how you want your estate to be distributed.
Lucy's statement that a proper estate plan is the "last act of love for the people you leave behind" is such a wonderful way to capture why this dreaded piece of 'life admin' is so important.
Jordan and Lucy covered other ground too:
- estate planning's importance regardless of age or asset level
- Business owners were guided on documenting through wills and powers of attorney, including testamentary trusts for added protection.
- Various ways individuals can draft estate plans were discussed, highlighting the impact of precise drafting.
- Challenges locating wills after passing were addressed, with proper storage such an important consideration.
- Beneficiaries were discussed, indicating considerations for distribution among entities beyond human beings.
If you'd like to learn more, you can find Lucy via her Instagram page or use the form on her website to book a call.
You can find out more information on our PlanningSolo website, and you can reach Jordan at [email protected].
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