In the latest episode of Life, Loss & Legacy, host Jordan Vaka sits down with fellow independent financial adviser, Kearsten James, to explore the complex financial journey that follows the loss of a partner.

Together, they discuss:

🔹 Guiding widows through financial uncertainty – The challenges people face when managing finances alone for the first time and how advisers can help simplify the process.

🔹 The power of perspective – How different financial advisers can bring unique insights to those overwhelmed by financial decisions in the wake of loss.

🔹 Building financial confidence – Why helping widows develop their own money mindset is key to stepping into financial independence with clarity and control.

🔹 Choosing the right advisers – Practical tips on selecting financial, legal, and accounting professionals who can provide genuine support and guidance.

If you or someone you know is navigating finances after loss, this episode is full of valuable insights and advice.

🎧 Listen to the full conversation on Spotify HERE or on YouTube Below