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Planning for No Regrets

Finding balance in retirement is key to a fulfilling life. It’s about prioritising personal goals, trusting your intuition when choosing a financial planner, and investing time in all areas that make up a balanced life. Listen as Dorian Mintzer asks me to discuss secrets to achieving a balanced and fulfilling retirement.

Interviews

Planning for No Regrets

Finding balance in retirement is key to a fulfilling life. It’s about prioritising personal goals, trusting your intuition when choosing a financial planner, and investing time in all areas that make up a balanced life. Listen as Dorian Mintzer asks me to discuss secrets to achieving a balanced and fulfilling retirement.

Serving our clients better

In this interview with podcast host and CFP® Louis van der Merwe, we talk about the financial planning profession and how my journey evolved from administrator to Director at Chartered Wealth. We also discuss life planning and how this process adds value to serving our clients better.

Are you sacrificing your financial well-being with the habit of supporting your adult children?

I had an interesting conversation on The Money Show’s personal finance feature last week. I have seen an increasing number of retired clients who are supporting their adult children – very often to their own financial detriment. As parents, we have to have these courageous money conversations with our children and teach them to put the right money habits in place. Be cautious when you find yourself in this situation. You don’t want to deplete your savings and be dependent on them to support you in future.

Investment School – Common mistakes that people make when they are saving for their retirement

How do you improve your relationship with money?

February 28, 2022

It’s never too late to re-calibrate your habits and lifestyle, even if you’ve been adulting for the majority of your life. Listen to my chat with Refilwe Moloto on Cape Talk.

How to shift your money mindset with Nikki bush

September 22, 2021

Talking to Nikki about how to give your money-mindset a makeover. We discuss how to grow and nurture your relationship with money and how to allow money to work for you instead of only working for your money. The longest relationship that you’re going to have with anything in life is going to be with your money; and the more attention you pay to money, the more attention you are in fact, paying to yourself.

Why you should not gamble your retirement or property as you pursue your entrepreneurial endeavours.

September 22, 2021

I always remind my clients to ringfence their retirement assets and diversify. Listen to my conversation with Bruce Whitfield about how not to gamble with your 70-year-old well-being.

My Midlife Money Makeover

In conversation with Refiloe Mpakanyane about my new book, Midlife Money Makeover.

Approaching midlife? Give yourself a money makeover – your best life coming up!

The Money Show’s Bruce Whitfield interviews Certified Financial Planner Kim Potgieter, author of “Midlife Money Makeover”.

Midlife Money Makeover review by Zoe Riley

Midlife Money Makeover review by Zoe Riley, Owner and Founder of Riley Financial Solutions

Life Hacks – Midlife Money Makeover

It is never too late to be purposeful and strategic about planning for your life and your money for the future.

Propulsion Live S2E15: Midlife Money Makeover ft Kim Potgieter

In conversation with Francois du Toit from PROpulsion Learning about building a financial services company and also discussing my new book, Midlife Money Makeover.

Personal Finance: 30 money mistakes women make

October 9, 2020

Lunch with Pippa Hudson on Cape Talk speaks with Kim regarding 30 money mistakes women make.

30 Money Mistakes Women Make, and ways to get back on track

August 19, 2020

On Pretoria FM Breakfast Visit (Oggendkuier), Kim Potgieter shares with Elsje van Jaarsveld the 30 money mistakes women make, and ways to get back on track.

Innovating Advice

There’s a perception that coaching is separate from financial planning but it’s integral to true financial planning. It’s an essential element of the process with clients of all ages, incomes and asset levels.

Adjusting to the new ‘norm’

Tiffany Havenga of Chartered Wealth interviews Kim Potgieter about the emotions that we are all feeling as a result of the COVID-19 lockdown. Kim shares her insights and practical tips for soothing and managing these emotions.

Courageous Conversations – lean into your vulnerability

January 10, 2020

I believe that we are feeling beings that happen to think, not thinking beings that happen to feel. Learning how to connect with people on an emotional level fulfils your life so much more. When it comes to conversations with your Financial Planner, be brave enough to connect with your heart, be inspired to have different conversations, open up to your vulnerability and talk about your goals and dreams, your hopes and fears and your innermost desires. Your Planner should put a strategy in place for your money that talks to your values.

Changing Client Behaviour towards a Successful Financial Life

September 24, 2019

More and more Planners are beginning to change their value proposition to clients. Clients must be invested in the Financial Plan, but also need to know that their needs are being listened to and that that their money will enable the life they envision.

Money advice for every stage of life

September 2, 2019

Some things in life are predictable: you will age, and at some point in life, you will experience loss. But life is also filled with many life-changing events that we have little or no control over: losing a job, divorce or serious illness. Transitions can be exiting, like getting married, becoming a parent, or buying your first house. One thing is for certain, most life transitions involve money.

How To Turn Your Age Into Your Greatest Asset

August 19, 2019

On Fine Living on Classic 1027 with Yvette Johnson, we discuss embracing aging with gratitude – it’s all about your attitude.

5 Tips for Women to Better Plan Their Financial Futures

August 13, 2019

On Fine Living on Classic 1027, I share my top 5 tips for Women’s Month, in order for women to plan their financial futures better.

You CAN spend on yourself and have REAL wealth

Many clients who hold the belief or fear that they don’t have real wealth and cannot spend money on themselves. The Money Show’s Bruce Whitfield interviewed Potgieter for his weekly personal finance feature. Kim talks about changing your money beliefs and fears. These hold you back from achieving the life you want to live.

How is your money serving you?

January 10, 2019

I chatted with Lisa Linfield – founder of Working Women’s Wealth. A holistic life plan AND a financial strategy is worth so much more when MEANING and MONEY meet! Understand your return on life, not your return on your money!

Talking about money as a family

October 15, 2018

Kim shares some insight about talking about money as a family, with Ricardo Teixeira from COO at BDO Wealth Advisers and Maya Fisher French, a personal finance journalist.

Worried about money? How to have a courageous chat with your spouse about it

September 12, 2018

Life planner Kim Potgieter shares five tips on navigating the complexities around money and relationships with Ray White on Talk Radio 702.

Top 5 tips for Financial Wellness in a Marriage

September 11, 2018

Kim shares some 5 tips for financial wellness in a marriage and relationships with Kutlwano Masote on the Classic Living show.

Top 5 tips on how to get your kids money smart

Kim joined Breakfast with Martin Bester to teach children how to be smart with money.

When your partner sabotages the financial plan

Kim sheds some light at classic living on classic 1027.

How to talk to your kids about money

The Money Show’s Bruce Whitfield interviewed Kim for his weekly personal finance feature.

Classic Living on Classic FM

Kim explains the importance of managing money from a young age and how parents can equip their children with good financial advice and how to be responsible with your finances.

Classic Wellness: Love and Money

Kim sheds some light on the deep-rooted relationship we have with money on classic wellness on classic 1027, March 2018.

How to become totally free from debt in 2018 part 2

December 17, 2017

Kim Potgieter with Ray White of 702 talk, December 2017

How to become totally free from debt in 2018 part 1

December 7, 2017

Have you ever bought something just to make you feel happy – or appear more successful – not because you need it? If you are serious about getting rid of debt; a good starting point is to be honest with yourself.

Courageous Currency part 7: How to get tough on family who bleed you dry

The Courageous Currency series on Classic FM with Micheal Avery comes to a close with perhaps the toughest of all conversations … How to get tough on family who bleed who dry. Kim explores this tough yet very frequent family dynamic.

Courageous Currency part 6: Where there’s a Will, there’s a way

Where there’s a will, there’s a way… the sixth installment of the Courageous Currency series on Classic FM Kim and Micheal Avery discuss Wills and Trusts. Two documents that can help us protect our families and assets upon death.

Courageous Currency part 5: The “M” Word

The “M” word … Midlife Crisis … often described as the the day you wake up and wonder if this is as good as it gets? or if your life could be better? The fifth segment of the Courageous Currency series on Classic FM sees Kim and Micheal Avery chatting about this life transition and the implications for your money.

Courageous Currency part 4: Crucial conversations to have with your partner

What crucial conversations do you need to have with your spouse/significant other and children? The fourth segment of the Courageous Currency series on Classic FM sees Kim guiding us on how broach the taboo topic of money by having effective money conversations.

Courageous Currency part 2: Your relationship with money

The Courageous Currency series on Classic FM continues with Kim getting us to dig deep by thinking about our relationship with money. She explains how this intimate and crucially important relationship guides our attitudes and behaviors around money, subconsciously.

Courageous Currency part 1: Your money story

Michael Avery of Classic FM hosts Kim for a Courageous Currency series. In the first installment of the series Kim introduces us to the concept of our money story and how being aware and owning it can be empowering.

Money and divorce

Kim is joined Family Law Attorney Elizabeth Cardona for a panel discussion on Classic FM on the role of money in relationships and what happens in the case of divorce.

Emotional and psychological aspects of retirement

Michael Avery and Classic FM host Kim for a panel discussion on the often overlooked often overlooked emotional and psychological aspects of retirement.

Retire on purpose

Radio Today and Natashia Bearam follow up with retirement life planner Kim Potgieter #RetireOnPurposeWithPurpose that we can

Women and retirement planning

October 1, 2015

The Retirement Feature on the Classic Business show with Michael Avery: In South Africa, 60% of women have no pensions or retirement plan, and only 6% of South Africans will be able to retire and maintain their current standard of living. What’s important to remember for women when it comes to retirement planning?

Financial planning across genders

August 26, 2015

Wealth Week Panel with Michael Avery, Jean Archary and Yolande Botha on the Classic Business show on Classic FM: In our world of investing and financial planning, the approach to male and female clients differs significantly. So in aid of women’s month how does one structure a wealth plan tailored for the fairer sex?

Get the most meaning from your money in Retiremeant™

How to ensure the best possible retirement your money can buy. Does the prospect of retirement freak you out? Is there life after work? Kim addresses these questions, amongst many others with on 702’s The Money Show with Bruce Whitefield when discussing her book “RETIREMEANT: Get The Most Meaning from Your Money”.

Classic Lifestyle with Tamara LePine Williams

Listen to Kim Potgieter on Classic FM’s, classic lifestyle show, with Tamara LePine-Williams talking RETIREMEANT: Get More Meaning from your Money.

Classic Business with Michael Avery

February 5, 2015

Classic FM’s business programme host, Michael Avery, interviewed Kim Potgieter on the recent publication of her book, RETIREMEANT: Get More Meaning from your Money. In the interview, Michael makes the observation that the book is really suited to all ages, as it inspires the reader not to wait to live a fulfilling and significant life. Born out of personal loss and a desire to make a difference, Kim explains her passion for seeing people living a better second half of life.

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