Author: Kim Potgieter

The Bucket Wheel^® – directing your spend

Written by Kim Potgieter on February 5, 2019. Posted in Life Planning.

Your life has everything to do with you and what resonates with you; it’s about your dreams. It’s about allocating your money – and your time – on things that are important to you. Your journey is an individual one, with twists and turns, ups and downs, but most of all, it should also be filled with things that make you happy. Your money should be structured in such a way as to enable the life you envision for yourself. Most of us really are just too busy doing things; so busy that we don’t have time left to enjoy things. We are constantly chasing deadlines (and trust me, there is...

A decade of dreaming, living and learning

Written by Kim Potgieter on January 8, 2019. Posted in Life Planning.

Looking back at 2018, my dream was to re-align the elements of my life with who I am – to be fearless in following my flow. I designed my Bucket Wheel® items around my 50th birthday celebrations and called them my five fabulous things for 2018. Each symbolised one “thing” for each of my five decades. I am pleased to report that I ticked them off one by one. Not only did I have the most fabulous year, I got so much more than I bargained for. My first fabulous thing was throwing a 50th birthday dinner party at home to honour the special people in my life. The real gift here was having the...

Courageous Currency Conversations

Written by Kim Potgieter on December 4, 2018. Posted in Your Money Relationship.

A money story based in fear, loss and anxiety affects you, and your family as well. Because our stories are shaped by what we hear, see and believe while growing up, we have to learn from these messages, to change the outcome of our lives, and those of our children. As parents, our responsibility is to teach our children right from wrong and be wary of not teaching them to be just like us. No parent deliberately wants to pass on bad habits, low self-esteem or ill-advised money behaviours. I cannot pretend to be the expert advisor on money conversations to have with your children...

The BRAVE new You

Written by Kim Potgieter on November 15, 2018. Posted in Your Money Relationship.

In some ways, I am grateful for the journey my money story has taken me on. I have spent hours of self-reflecting and even more on trying to find my purpose in the world. I have read every book on financial planning, retirement, money stories and being courageous in the face of uncertainty that I could lay my hands on. And in my hours of reflection, I have come to understand that our journeys cannot be rushed. It takes the time that it takes. And you have to stay brave even if you stumble and fall every now and again. In the words of Brene Brown, my favourite author of all times, “If we...

LIVE your NEW money story?

Written by Kim Potgieter on October 18, 2018. Posted in Your Money Relationship.

Knowing the information is not enough to drive a behavioural change. We all generally know that it is important to live a healthy life and eat a balanced diet. But how many of us spend enough time exercising and eating healthily? To ‘know” something and then use that information to change your life, takes effort. This is because the mind has a comfort zone – where everything is predictable. It’s a familiar place and we need a lot of motivation to leave this place of safety. Just thinking about change can fill us with fear and anxiety. It is much easier to repeat the same predictable...

Assessing YOUR money story?

Written by Kim Potgieter on September 20, 2018. Posted in Your Money Relationship.

You can now start writing the plot for your new life story. This is the fun part! We begin to realise that we have a way of changing our lives and start looking at life with a renewed sense of optimism. Remember, with every assumption you have about money, you make choices, and your choices are based on your money story. Let’s look at your money story and decide what works for you and what no longer serves you. Have your notes on your current money story handy. These are the beliefs and behaviours that navigate your life around money presently. Now look at them critically and ask...

Taking ownership of your money story

Written by Kim Potgieter on July 25, 2018. Posted in Your Money Relationship.

Bruce Lee expressed it so beautifully by saying “As you think, so shall you become” – and I am reminded that this is why we do it. We are the ones that give meaning to money. And the meaning we give to money manifests in our self-statements and behaviour. And once we understand our money story, we understand what we believe about money, and why we have certain attitudes and behaviours around money. And the hard part? You have to own your story! By owning your story, you can begin to understand all the money patterns that is governed by your story. I consider my own money journey. ...

Your money story

Written by Kim Potgieter on June 26, 2018. Posted in Your Money Relationship.

A positive money story is one where you have a healthy relationship with money; where you view money simply for what it is – a currency earned as an exchange for your time or value add. In this money story, money is used as an enabler, as a tool to support and facilitate your life plan. I meet so many clients that feel powerless when it comes to money. And normally, in these cases, they see money as their master and themselves as the servant who is repeatedly flogged by this merciless ruler who continuously impose sanctions on their dreams for their lives. It is here where I want to...

Follow your flow

Written by Kim Potgieter on May 14, 2018. Posted in Life Planning.

It is almost a month into my New Chapter following my 50th year, and yes! I am still celebrating. I’ve come up with one “thing” for each of my five decades. I’m calling them my “five fabulous things”. Here they are: going on a cooking course in Greece with four of my school girlfriends (of forty years!); listening to Andrea Bocelli on his farm in Tuscany; working towards my dream of meeting Brené Brown (author of Daring Greatly, my favourite book of all time) come true; writing my next book which will talk about Courageous Conversations around our Relationship with Money Matters to...

Celebrating Living and Learning

Written by Kim Potgieter on April 13, 2018. Posted in Your Money Relationship.

I realised that it is the people in my life, special family members, friends, colleagues and clients, that fill my life story with happiness, laughter and significant memories. But most of all, with learning and wisdom. The first 50 years of my life is a wonderful story because I have learnt and grown from every person that were a part of it. It is now time to turn the page of my life story and start composing the next chapters of my life. I am poised and ready to compose a bestseller! Filled with big actions and big consequences! Most of all, I am excited to share my learning and...

Author: Kim Potgieter

When it comes to your money, Be inspired, Be brave, Be on purpose.

When it comes to your money,
Be inspired,
Be brave,
Be on purpose.