Life Planning

Retiring with meaning


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Kim Potgieter

Kim Potgieter

June 23, 2015
This year started with great excitement at Chartered Wealth and for me personally.  The launch of my book is a dream come true.  After attending the Walt Disney leadership course, I took the words of this remarkable leader and visionary literally:  All our dreams can come true, if we have the courage to pursue them.

This year started with great excitement at Chartered Wealth and for me personally.  The launch of my book is a dream come true.  After attending the Walt Disney leadership course, I took the words of this remarkable leader and visionary literally:  All our dreams can come true, if we have the courage to pursue them.

I am the first to acknowledge that I am certainly not a traditional author. Following some years conducting Life Planning meetings, however, there was something at my core that demanded that this book be written.

Despite this compulsion, Retiremeant took more than three years in the making – I wanted the message to be clear. I am convinced that planning for retirement has to be about more than the money … it is equally important to plan for your life.  A life plan and a financial plan together create a holistic plan to take you into retirement.  Yes, make sure your money is properly invested, but what is that money for?

Numerous life planning meetings and conversations with clients provided me with both the material and motivation for the book.  What if, I asked myself, I could pass this message of a better second half of life onto a wider audience?  What would that mean for the retirees of South Africa?  I had been witness to remarkable transformations in the lives of our clients, and believed the lessons I had learned from them, from extensive research and reading, and my mentors to be truly inspirational.

As the book took shape, the tagline: Money + Meaning = Magic emerged.

How is meaning created?  We are all familiar with the Bucket List – a record of those things you would like to achieve in your lifetime.  Our clients were excitedly compiling their personal Bucket Lists, writing down their goals; but, after two years, they were telling me that something was missing … surely retirement is not just be about holidays and exciting experiences, or trying to keeping busy; it has to be about living a meaningful and fulfilling life.

While I was writing the book, and from conversations with clients, we decided to adapt the Bucket List into the Bucket Wheel.

This is a Bucket List that takes all eight areas of the Wheel of Balance into account.  You may enjoy Peter Wyche’s comment in this newsletter, as he shares the changes he has made since reading the book.

Why not relook at your Bucket List, taking the Wheel of Balance into account.  Remember:

“The objective of compiling a bucket list is not to create a race against time or to instil fear.  The point is to maximise every moment of our existence and to inspire us to live our lives to their fullest.  It’s a reminder of all the things we want to achieve in our time on earth, so that instead of wasting our time on pointless activities, we direct our energy towards what matters most to us.”

Warm regards

Kim

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CONTACT

CONTACT

Telephone:
011 502 2800
Email:
info@kimpotgieter.com

Tel: 011 502 2800
Email: info@kimpotgieter.com

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