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13. Financial Confidence with Kearsten James
Manage episode 448374711 series 3570099
المحتوى المقدم من PlanningSolo and Jordan Vaka. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة PlanningSolo and Jordan Vaka أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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.
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