Being an Executor with David Patkin – Part 2

Part 2 David Patkin You’re on the hook. You get sued. And again, it’s not you personally, it’s you as the representative of the estate. So if you get sued, your house and your assets aren’t on the table. It’s only the assets of the estate that are on the table. But again, if you […]

Being an Executor with David Patkin – Part 1

Part 1 Jordan Vaka Hello and welcome back to Life, Loss & Legacy, a podcast from PlanningSolo to help people navigating those first few years after the loss of their partner. My name is Jordan Vaka. I’m an independent financial planner with PlanningSolo, and I’m happy to say that I’m joined today by a very […]

Mechanics of Testamentary Trusts with Claire Stollery – Part 2

Part 2   Jordan Vaka And I think it’s good to have those defined timeframes, I imagine, because you don’t want it dribbling on forever, but you also don’t want to act prematurely either. So it just sits on hold and you kind of let it play out the processes, maybe distasteful as it can […]

Mechanics of Testamentary Trusts with Claire Stollery – Part 1

Part 1   Jordan Vaka Hello and welcome back to another episode of Life, Loss & Legacy, a podcast series by PlanningSolo to help people that are going through bereavement navigate those first few years after the loss. My name is Jordan Vaka. I’m an independent financial planner with PlanningSolo and we specialise in helping […]

Estate Planning with Lucy Percy – Part 2

Part 2   Jordan Vaka It’s kind of been an evolutionary advice for us as well, is not taking things at face value so much anymore, but getting those primary and source documents. And it can, it adds a lot of friction to the process because we’re collecting a lot more data and information that […]

Estate Planning with Lucy Percy – Part 1

Part 1   Jordan Vaka Hello and welcome back to Life, Loss & Legacy – the podcast for people navigating those first few years after losing their partner. My name is Jordan Vaka, and I’m from PlanningSolo. I’m an independent financial adviser who specializes in helping people through those first years. And I’m joined today […]

The Red, Amber and Green Lights of Decision Making

Hello and thank you for checking out Life, Loss & Legacy – a PlanningSolo podcast dedicated to helping people navigating those first few years after losing their partner. My name’s Jordan Vaka and I’m an independent financial adviser with PlanningSolo. And in this episode, I’d like to go through what we’re doing with this podcast […]

Life, Loss & Legacy – Introduction

Welcome to Life, Loss & Legacy; a podcast series designed to help people navigating those first three years after the loss of their partner. As an independent financial adviser, I’ve been helping people walk the same path you’re on for long enough to know that this period of your life is likely to be filled […]

SMSF Scepticism – Part 2

My last post – SMSF Scepticism (Or What To Do With That Property) – captured some of my thoughts on the ever-rolling dirty snowball that is SMSFs, LRBAs and crummy investment properties. In my (misguided) attempt at balance, the second half of my post listed the positives of an SMSF. Well, there’ll be no such […]

SMSF Scepticism (Or, What Should You Do With That Property?)

What makes a good financial adviser? A simple question with many different answers. And different answers when you’re a widow navigating those first big financial decisions. But one characteristic I believe every good financial adviser holds is robust, professional scepticism. An ability to see through the marketing noise and cut to the only question that really […]