Life, Loss and Legacy - A PlanningSolo Podcast

Jordan Vaka

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.

  1. 17. Building a Healthy Foundation with Perry Adolphus

    03/16/2025

    17. Building a Healthy Foundation with Perry Adolphus

    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!) improve their quality of life through regular exercise. In our conversation, we discuss: The power exercise has over our mood and mental health The 7 primal movements and why they're so useful The importance of rest Why looking at exercise as punishment or penance is sabotaging your long-term self The basics of nutrition And lots more! You can reach Perry via his business website - https://www.longevitythroughwellness.com.au/ - and his Instagram - https://www.instagram.com/perry_adolphus_health_fitness/ As always, if you have any questions, just get in touch. And you can reach Jordan at jordan@planningsolo.com.au or via our website - www.planningsolo.com.au. Visit here (https://planningsolo.ck.page/lll) to sign up to our mailing list, to ensure you don't miss out on any updates from PlanningSolo.  The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs and - where appropriate - seek professional advice from an experienced practitioner.  Jordan Vaka is an authorised representative of PlanningSolo Licensing, AFS Licence 526143.

    1h 3m
  2. 16. Buying Your Home (On Your Own) with Adele Andrews & Lauren Allingham

    02/25/2025

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

    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 advocate who regularly helps people buy their dream home in and around Melbourne. Lauren helps demystify the specific steps and considerations that arise when buying your own home.    You can reach Adele via: W: www.australianpropertyhomeloans.com/ E: adele@aphl.com.au M: 0409 099 603   You can reach Lauren via: W: www.beckettproperty.com.au/lauren-allingham/ E: lauren@beckettproperty.com.au M: 0438 340 390   As always, if you have any questions, just get in touch. And you can reach Jordan at jordan@planningsolo.com.au or via our website - www.planningsolo.com.au. Visit here (https://planningsolo.ck.page/lll) to sign up to our mailing list, to ensure you don't miss out on any updates from PlanningSolo.   The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs and - where appropriate - seek professional advice from an experienced practitioner.  Jordan Vaka is an authorised representative of PlanningSolo Licensing, AFS Licence 526143.

    1h 8m
  3. 15. Selling Your Home with Lisa Britcliffe

    12/10/2024

    15. Selling Your Home with Lisa Britcliffe

    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 selling the family home.  The sensitivity and care required to take people through such a sensitive - and daunting - exercise is something Jordan and Lisa spend a lot of time talking about. They also discuss the logistical elements of the process too - from whether staging a property is worth it, the primary way to market a property in this day and age and why it's so important to work with somebody who puts your interests first.  We'd love to hear what you thought, so reach out to Jordan or Lisa via any of hte following channels.    You can reach Lisa via her main contacts: M: 0413 647 214 E: lisa@oriumandco.com W: www.oriumandco.com LinkedIn: Lisa Britcliffe | LinkedIn   As always, if you have any questions, just get in touch. And you can reach Jordan at jordan@planningsolo.com.au or via our website - www.planningsolo.com.au. Visit here (https://planningsolo.ck.page/lll) to sign up to our mailing list, to ensure you don't miss out on any updates from PlanningSolo.   The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs and - where appropriate - seek professional advice from an experienced practitioner.  Jordan Vaka is an authorised representative of PlanningSolo Licensing, AFS Licence 526143.

    52 min
  4. 14. Estate Disputes - The Litigation Option with Teresa Catalano

    11/25/2024

    14. Estate Disputes - The Litigation Option with Teresa Catalano

    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 accredited Estates Specialist Teresa Catalano of iWills Legal. In this episode, Teresa is good enough to go into real depth about the process - what to expect, when it's required and does a great job of busting some myths along the way!    To find out more, you can reach Teresa via teresa.catalano@iwillslegal.com.au, and learn more about the iWills team at iwillslegal.com.au/. And you can connect with Teresa on LinkedIn here - Teresa Catalano | LinkedIn   As always, if you have any questions, just get in touch. And you can reach Jordan at jordan@planningsolo.com.au or via our website - www.planningsolo.com.au. Visit here (https://planningsolo.ck.page/lll) to sign up to our mailing list, to ensure you don't miss out on any updates from PlanningSolo.   The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs and - where appropriate - seek professional advice from an experienced practitioner.  Jordan Vaka is an authorised representative of PlanningSolo Licensing, AFS Licence 526143.

    1h 4m
  5. 13. Financial Confidence with Kearsten James

    11/04/2024

    13. Financial Confidence with Kearsten James

    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 way.  If you'd like to speak with Kearsten, you can reach her at kearsten@addihouse.com.au.    As always, if you have any questions, just get in touch. And you can reach Jordan at jordan@planningsolo.com.au or via our website - www.planningsolo.com.au. Visit here (https://planningsolo.ck.page/lll) to sign up to our mailing list, to ensure you don't miss out on any updates from PlanningSolo.   The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs and - where appropriate - seek professional advice from an experienced practitioner.  Jordan Vaka is an authorised representative of PlanningSolo Licensing, AFS Licence 526143.

    1h 10m
  6. 12. Money Mindset with Kylie Jansen

    10/28/2024

    12. Money Mindset with Kylie Jansen

    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 'drama triangle' can help us understand resistance to change, and the importance of self-awareness   There is so much ground covered in this episode, with useful, important and valuable tips through.   You can reach out to Kylie here.   As always, if you have any questions, just get in touch. And you can reach Jordan at jordan@planningsolo.com.au or via our website - www.planningsolo.com.au. Visit here (https://planningsolo.ck.page/lll) to sign up to our mailing list, to ensure you don't miss out on any updates from PlanningSolo.   The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs and - where appropriate - seek professional advice from an experienced practitioner.  Jordan Vaka is an authorised representative of PlanningSolo Licensing, AFS Licence 526143.

    55 min
  7. 11. Tax & Estates with Phil Seath & Daniel Vicino

    10/15/2024

    11. Tax & Estates with Phil Seath & Daniel Vicino

    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 SPIRE Business Services 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 the process (and help you answer beneficiary questions along the way) When an estate is taxed, how it's taxed - and what to do about it.  How you can resolve the complexities when the person who's passed away wasn't up to date with their returns (or had, perhaps, laid a few dodgy pitfalls along the way...) I asked Daniel and Phil on because they're great at taking such complex (and, let's face it, dry) material and making it relevant and interesting for the rest of us.  Leaving aside the times when I sound like a knuckle-dragging dropkick, I think there's so much information and useful advice in here that anybody confronting the taxation aspect of an estate would definitely benefit.   As always, if you have any questions, just get in touch. You can reach Daniel (daniel@spire-business.com.au) and Phil (phillip@spire-business.com.au) via email.  And you can reach Jordan at jordan@planningsolo.com.au or via our website - www.planningsolo.com.au. Visit here (https://planningsolo.ck.page/lll) to sign up to our mailing list, to ensure you don't miss out on any updates from PlanningSolo.   The information contained in this podcast is general in nature and does not take into account your personal situation. You should consider whether the information is appropriate to your needs and - where appropriate - seek professional advice from an experienced practitioner.  Jordan Vaka is an authorised representative of PlanningSolo Licensing, AFS Licence 526143.

    1h 1m
  8. 10. Estate Disputes - The Collaborative Option with Zinta Harris

    07/08/2024

    10. Estate Disputes - The Collaborative Option with Zinta Harris

    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 Harris, a pioneering force behind the collaboration option for estate dispute resolution.  In this episode, Zinta is good enough to take us through the process - who it's good for, what it can mean for splintering families and how powerful it can be.    To find out more, you can reach Zinta via zinta@resolveestatelaw.com.au.  You can reach Jordan at jordan@planningsolo.com.au, and check out our website (www.planningsolo.com.au) for more info.  And be sure to sign up to our new community (planningsolo.ck.page/lll) to join the conversation.

    1h 13m
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About

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.

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