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 […]
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 […]
Well, What Do I Do Now?
You’ve woken up, a few weeks after the funeral. You don’t fill the kettle as high anymore, just enough for the tea you drink with your toast each morning. You sit at the bench, open your phone and start flicking through Facebook until the water boils. Out of the corner of your eye, you see […]
Life, Loss and Legacy
For most of the people we work with, the term ‘widow’ can be hard to get used to. Sometimes, it’s because the word sounds like it’s for people much older than they feel. For others, it’s because the word’s not big enough to encompass their experience, their past, their life – and their loss. It […]