Life Chapters, Money Choices

Chartered Wealth Solutions

When life changes, money matters. Life Chapters, Money Choices is a heartfelt podcast hosted by award-winning broadcaster Michael Avery and Chartered Wealth Solutions’ Kim Potgieter. Each fortnightly episode explores real stories of transition — from navigating change and embracing new beginnings, to retiring meaningfully, shifting careers, and finding renewed purpose — and the money choices that helped shape each chapter. Honest, wise, and practical, it’s a reminder to give your life and money the attention they deserve. 

  1. From Vision to Intention: Designing the Year You Want

    FEB 11

    From Vision to Intention: Designing the Year You Want

    At the start of every year, we make plans. We set goals. And then life happens. In this episode of Life Chapters, Money Choices, Michael Avery is joined by Kim Potgieter for a slower, more reflective conversation about how we actually design a year that can withstand reality.  Kim shares how she has used vision boards for many years, not as a manifestation exercise or wish list, but as a practical way to get clear on what truly matters, how she wants to show up, and how intention can guide both personal and financial decisions. Together, they explore: Why intention matters more than willpowerThe psychology behind vision boards and visual goal settingHow to stay grounded when plans unravelThe connection between life planning, money choices, and meaningThis episode is an invitation to pause, reflect, and approach the year ahead with clarity rather than pressure. 🎧 Tune in. Be brave. Be on purpose.

    26 min
  2. Media Leadership Reimagined

    JAN 28

    Media Leadership Reimagined

    What happens when you have built the empire, banked the exit, and ticked every traditional success box and the next question is no longer what’s next for my career, but what’s next for me? In this episode of Life Chapters, Money Choices, Michael Avery and Kim Potgieter sit down with legendary South African media strategist and entrepreneur Sandra Gordon. Having built, scaled, sold and reinvented some of the country’s most iconic media businesses, Sandra shows no signs of stepping quietly into the background. From early lessons in banking discipline to boardroom battles and bold exits, Sandra reflects on the pivots that shaped her, the money moment in her teens that sparked a lifelong drive for independence, and why “stepping back” has never been her style. Together, the conversation explores money stories, timing, and the deeper challenge many high performers face later in life. It is not about finances, but about identity, meaning, and finding the next flame. Sandra also shares why she is back in the arena with Pulse: Media Leadership Reimagined, and what she believes the South African media industry must rebuild in order to thrive again. Resource: Ten Retirement™ Truths | Download your copy  A complimentary eBook by Kim Potgieter that reframes retirement as a life decision, not just a financial one. Through simple exercises and reflections, it helps you align your goals, values and money to create a future with purpose.  🎧 Tune in. Be brave. Be on purpose.

    41 min
  3. The Wealth of Wellness

    JAN 14

    The Wealth of Wellness

    What if the way we approach money, health, and success is shaped by the same underlying force: fear? In this episode of Life Chapters, Money Choices, Michael Avery and Kim Potgieter are joined by Dr Riaz Motara, leading cardiologist, founder of the Cardio Group, and pioneer of the Women’s Heart Clinic, for a deeply reflective conversation about wellbeing, identity, and the stories that quietly drive our behaviour. Together, they draw striking parallels between how we manage our health and how we manage our money. They unpack how early conditioning shapes adult habits, why high achievers often struggle to feel “enough,” and how fear can quietly drive financial decisions, overwork, and a loss of meaning. The episode closes with a powerful reflection on legacy. Not only what we leave behind financially, but the wellness habits, emotional awareness, and sense of purpose we model for those who come after us. A thoughtful conversation about health span, wealth, self-worth, and the courage to rewrite stories that no longer serve us. Additional Resource If this episode prompted reflection on how your health, money, and sense of purpose fit together, you may find our complimentary eBook helpful. 📘 14 Action Steps to Make Your Money Work for You A practical guide and workbook designed to help you create a comprehensive financial plan that aligns with your life’s journey. It encourages you to stop making money decisions in isolation and instead see money as an enabler of your life, not just a collection of numbers or investments. The workbook helps you clarify your goals, dreams, and aspirations at any life stage, whether you are starting out, raising a family, navigating midlife, or planning for retirement. It guides you to look at your assets holistically and bring everything together in a way that supports the life you want to live.  👉 Click here to download your copy  🎧 Tune in. Be brave. Be on purpose.

    34 min
  4. Ageless Curiosity with Arthur Goldstuck

    12/17/2025

    Ageless Curiosity with Arthur Goldstuck

    How do you stay curious and relevant at any age? In this episode, Michael Avery and Kim Potgieter sit down with author and futurist Arthur Goldstuck to explore the money lessons, discipline and lifelong learning that have shaped his journey. We unpack the emotional and practical sides of money, why curiosity is the oxygen of reinvention, how to stay relevant in an AI-driven world and why the concept of retirement simply does not compute for Arthur. 🎧 Listen to learn:   • The power of childhood money memories   • Why paying off your bond early is a game changer   • What tech cycles teach us about long-term investing   • How to approach AI without overwhelm   • Why curiosity never retires 🎧 Tune in. Be brave. Be on purpose.

    30 min
  5. The Business of Purpose

    12/03/2025

    The Business of Purpose

    Know yourself, simple to say, harder to live. In this episode, Michael Avery and Kim Potgieter sit down with Colleen-Joy Page, an international coaching trainer, business builder, artist and Enneagram practitioner. Colleen shares the moment at 13 that changed her life, her experience of growing up with scarcity, and the insight that reshaped her relationship with money. She explains how true financial freedom is the ability to stand anywhere on the mountain, whether you have more or have less, and feel equal to yourself and others. Kim reflects on her Enneagram type, how childhood shame once drove her need to prove herself, and how greater self-awareness now shapes the way she plans, leads and supports clients. This is a grounded, soulful conversation about purpose, integrity and building a business and a life that feel aligned. Follow the show for more conversations like this, and share the episode with someone who might find it helpful  🎧 Tune in. Be brave. Be on purpose.

    34 min
  6. How to Leave a Legacy Your Family Won’t Fight Over

    11/19/2025

    How to Leave a Legacy Your Family Won’t Fight Over

    When it comes to legacy, most of us think in rands, cents, and stuff: the house, the investments, the will. But as Michael Avery explores with Kerryn Franck, Head of Chartered Legacy & Trust, and Kim Potgieter, Director and Head of Life Planning at Chartered Wealth Solutions, the real gift you leave behind may be clarity, communication, and preserved relationships. In this episode of Life Chapters, Money Choices, we unpack why a legacy isn’t just what you leave, but how you leave it. From blended families and “fair vs equal”, to wills, letters of wishes, executors, trusts, tax complexity and liquidity traps, Kerryn and Kim share real stories from the front line of estate and legacy planning – including what happens when families only discover the truth after a death. Whether you’re worried about keeping the peace, navigating tricky family dynamics, or simply wanting to leave things tidier than you found them, this conversation will help you see legacy as a living process, not just a legal event. In this episode: Why silence around inheritance often causes more conflict than hard conversationsFairness vs equality in blended and complex familiesThe real role of a will vs a letter of wishesChoosing an executor (and why it shouldn’t always be your eldest child)How overcomplicated structures, trusts, and tax planning can backfirePreparing your heirs emotionally and financially for what they’ll inherit🎧 The Gift of a Clear Legacy – because your greatest inheritance might not be money, but understanding. 🎧 Tune in. Be brave. Be on purpose.

    30 min
  7. Love, Money & Unequal Paychecks

    11/05/2025

    Love, Money & Unequal Paychecks

    What happens when love and money don’t quite balance out?  In this episode, Michael Avery is joined by Chartered Wealth’s Kim Potgieter and Stephanie Ferreira to explore what really goes on when one partner earns significantly more than the other – and how feelings like guilt, pride, resentment, or shame can reshape the story of a relationship.  They unpack: 💬 Why money is still the ultimate relationship taboo 💬 How to talk about income differences without triggering ego or defensiveness 💬 The link between emotional safety and financial security 💬 Practical ways for couples to share goals, split expenses fairly, and check in without judgment. This honest conversation reminds us that money isn’t a competition – it’s an invitation to collaborate, communicate, and co-create a life that feels truly wealthy, together.   🎧 If you’ve ever avoided “the money talk” with your partner, this one’s for you.  🎧 Tune in. Be brave. Be on purpose.

    33 min
  8. From Success to Significance

    10/22/2025

    From Success to Significance

    After four decades of auditing balance sheets, Andrew turns the lens inward in this deeply reflective and practical conversation about planning for life beyond the title. In this episode, Michael Avery and Kim Potgieter sit down with Andrew to explore what it really takes to shift from a career of being important to being important to others. Drawing from Bob Buford’s Halftime, Andrew shares how he approached his retirement with the same forensic intent he brought to the boardroom, from coaching certifications to coffee chats and Land Cruiser dreams. They unpack: The dangers of postponing retirement planning until it’s too lateWhy confidence, not just capital, is the biggest risk in transitionHow to confront deeply embedded money stories around work, worth, and scarcityWhat it means to curate an epic second chapter with purpose and joyWhether you're years from retirement or already contemplating your “next,” this episode offers a blueprint for moving from success to significance, intentionally, courageously, and joyfully. 🎧 Tune in. Be brave. Be on purpose.

    35 min
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About

When life changes, money matters. Life Chapters, Money Choices is a heartfelt podcast hosted by award-winning broadcaster Michael Avery and Chartered Wealth Solutions’ Kim Potgieter. Each fortnightly episode explores real stories of transition — from navigating change and embracing new beginnings, to retiring meaningfully, shifting careers, and finding renewed purpose — and the money choices that helped shape each chapter. Honest, wise, and practical, it’s a reminder to give your life and money the attention they deserve. 

Information

  • Creator
    Chartered Wealth Solutions
  • Years Active
    2025 - 2026
  • Episodes
    16
  • Rating
    Clean
  • Copyright
    © 2026 Life Chapters, Money Choices
  • Show Website
    Life Chapters, Money Choices