![PlanningSolo](/img/default-banner.jpg)
- 45
- 164
PlanningSolo
Australia
Приєднався 26 жов 2020
Independent Financial Advice for the big transitions in your life.
9. Superannuation as a Widow with Nathan Fradley
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 confusing.
Hopefully our discussion helps make it all a little bit easier.
As always, if you have any questions, just get in touch.
If you'd like to speak with Nathan, you can reach him via advice@nathanfradley.com.au.
And you can reach Jordan at jordan@planningsolo.com.au or via our website - www.planningsolo.com.au.
Visit here (planningsolo.ck.page/lll) to sign up to our mailing list, to ensure you don't miss out on any updates from PlanningSolo.
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 confusing.
Hopefully our discussion helps make it all a little bit easier.
As always, if you have any questions, just get in touch.
If you'd like to speak with Nathan, you can reach him via advice@nathanfradley.com.au.
And you can reach Jordan at jordan@planningsolo.com.au or via our website - www.planningsolo.com.au.
Visit here (planningsolo.ck.page/lll) to sign up to our mailing list, to ensure you don't miss out on any updates from PlanningSolo.
Переглядів: 7
Відео
8. Ins and Outs of Life Insurance with Stephen Price
Переглядів 102 місяці тому
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 F...
7. Parenting After Loss with Donna Cameron
Переглядів 112 місяці тому
Up to this point in the series, we’ve been focusing on the procedural elements involved in those first months after losing your partner. But what about the emotional impact? More specifically, what about the toll it’s going to take on you and your kids? This week’s episode is all about how parents can walk the tightrope of grief, while juggling the many responsibilities that come with parenting...
6. Estate Administration with Kelly Gatehouse
Переглядів 112 місяці тому
Where do you even start with administering the estate you're now responsible for? We've covered the big terms in recent episodes - what's involved in being an executor, probate and how testamentary trusts work. But how do you simply do the stuff that need's doing? Well, in this week's episode, our independent financial adviser Jordan Vaka speaks with Kelly Gatehouse of Nurture Law to unpack the...
5. Probate Demystified with Gillian Miranzi
Переглядів 22 місяці тому
One of the things that impresses me about the people I work with, is the way they get on with the many, many things that follow the passing of their partner. This is particularly impressive given the jargon they need to learn - and learn quickly. Because all of us in the space - estate lawyers, accountants, financial advisers - are familiar with this jargon, so it sneaks into how we speak with ...
4. Being an Executor with David Patkin
Переглядів 152 місяці тому
Being an executor is - despite what your late partner may have told you - a serious, significant and time-consuming job. And that's just for a 'simple' estate. Throw in any complexity - a self-managed super fund, companies, investments - and you've got your work cut out for you. Which is why Jordan's invited David Patkin along. An experienced estate planning practitioner, with experience helpin...
3. The Mechanics of Testamentary Trusts with Claire Stollery
Переглядів 153 місяці тому
Independent financial adviser, Jordan Vaka, speaks with family lawyer Claire Stollery about testamentary trusts. How they work, why people use them, tips, traps and ideas around how they can help you and your family through such a challenging time. Claire can be reached via cs@tonykellylawyer.com.au. www.planningsolo.com.au You can reach Jordan via jordan@planningsolo.com.au And sign up to our ...
2. Estate Planning with Lucy Percy
Переглядів 53 місяці тому
This episode of Life, Loss & Legacy highlights the importance of Estate Planning. Independent financial adviser, Jordan, is 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 ...
1. The Red, Amber and Green of Decision Making as a Widow
Переглядів 83 місяці тому
This first episode proper of the Life, Loss & Legacy series is all about decisions. The multitude of decisions you're facing now as you navigate these first few years of bereavement. The scale of decisions you're having to make. And a framework to help you categorise the many, many decisions you're facing, to help make it all a bit easier. Independent financial adviser Jordan Vaka also takes yo...
0. Introduction
3 місяці тому
Welcome to Life, Loss & Legacy - a new podcast from PlanningSolo to help people navigating those first few years after losing their partner. In this introduction, independent financial adviser Jordan Vaka discusses what this podcast is all about, why we're launching it and the guests we'll be bringing on to help you chart your new path. You can reach Jordan via jordan@planningsolo.com.au And si...
Durt Planning
Переглядів 83 місяці тому
Standing for Downsides, Upsides, Risks, and Trade-offs, dirt planning embodies our commitment to providing comprehensive recommendations that consider all facets of a financial decision. We believe in fostering transparent and mature conversations with our clients, acknowledging the nuanced nature of financial choices and the importance of informed decision-making. Reach out to us for support a...
Our Values
4 місяці тому
While the concept of company values may often induce skepticism, we shed light on three key principles guiding our approach: respect, reciprocity, and openness. These values, though not prominently displayed or formally documented, underpin every aspect of our work. Reach out to us for support and guidance tailored to your specific circumstances. 📞03 9002 4027 📧service@planningsolo.com.au 🗓cale...
Inherited an SMSF
Переглядів 74 місяці тому
Navigating the complexities of inheriting a self-managed super fund (SMSF) can be daunting, especially if you were not actively involved in its management prior to inheriting it. Reach out to us for support and guidance tailored to your specific circumstances. 📞03 9002 4027 📧service@planningsolo.com.au 🗓calendly.com/planning-solo
Financial Planning As a widow
5 місяців тому
In this weeks video, Jordan Vaka discusses the path he’s taken as he worked out exactly where he wanted to focus PlanningSolo. Starting by focusing on ‘divorce’, through to his realization that it was the people he was interested in, not the transition. Book your appointment NOW! calendly.com/planning-solo Visit our website: www.planningsolo.com.au/ Facebook: web. planningsolo/?_rdc...
Who we help and who we don't
5 місяців тому
In this week’s video, Jordan Vaka talks about the group of people he really likes working with - and those we’re not a great fit for. Because at PlanningSolo, we love helping those people who are: - Nervous about money. - Inexperienced with finances. - Facing one of life’s big transitions - like divorce, bereavement or retirement. And there’s also a group of people we don’t work with (simply - ...
"Promo sm"