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Life Chapters, Money Choices

Chartered Wealth Solutions
Life Chapters, Money Choices
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  • Life after Loss: Grief and Sudden Financial Responsibility
    When love ends in loss, what happens next? In this episode of Life Chapters, Money Choices, host Michael Avery is joined by Kim Potgieter and Financial Planning Specialist, Tiffany Havinga, to unpack the emotional and financial shock of widowhood.The discussion touches on the shock of stepping into new responsibilities while grieving, the importance of small structures that bring stability, and the conversations that can ease the burden for those left behind.Whether you’ve walked this road or want to prepare for the unexpected, this episode is a powerful reminder that financial planning isn’t just about money; it’s about life, love, and being prepared for whatever comes next.💬 Subscribe, share, and reflect on the conversations you still need to have.🎧 Tune in. Be brave. Be on purpose.
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  • When the Paycheque Stops
    What happens when your career ends but your purpose hasn't yet begun?In this episode of Life Chapters, Money Choices, host Michael Avery is joined by retired executive Ronelle Baker, and life planning coach Kim Potgieter, to explore what really happens when the salary ends and the silence sets in.Ronelle shares her powerful story of retiring early, chasing freedom, and then realising that fulfilment takes more than free time and lots of overseas trips. From resistance to renewal, she takes us through the emotional curve of reinvention and how a move to a Mature Lifestyle Estate helped her rediscover meaning, joy, and community.Together, we explore:Letting go of status and work identityThe emotional reality vs. the dream of retirementWhy “Retiremeant™” is about retiring to somethingHow place, people, and purpose can redefine your second actSubscribe, reflect, and share this episode with anyone preparing for - or recovering from - a major life shift.🎧 Tune in. Be brave. Be on purpose.
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  • Divorced, but Not Broken
    What happens when the life you built falls apart, but you discover you were always strong enough to rebuild it? In this episode, Michael Avery and Kim Potgieter, Managing Director at Chartered Wealth Solutions, sit down with Sarah (a pseudonym), a recently divorced Chartered Wealth client in her 50s. Together, they unpack the emotional and financial aftermath of her divorce and explore the complex relationship between identity, money, and midlife reinvention.We explore: Reclaiming financial independence after divorce The burden of generosity: helping family without self-sacrificing Learning to spend on yourself without guilt The role of financial planning in rewriting your storyThis is an inspiring, deeply human conversation about grief, growth, and the courage to choose joy again, with money as both mirror and tool.🎧 Tune in. Be brave. Be on purpose.
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  • Why We Tell These Stories
    In this opening episode of Life Chapters, Money Choices, host Michael Avery sits down with Certified Financial Planner and author Kim Potgieter to unpack the story behind the series and her own deeply personal journey. From growing up in a home defined by financial control, to losing both parents within a few years of each other, to reinventing herself midlife and helping others do the same. Kim’s story reveals why money is never just about numbers. It’s about agency, purpose, and the courage to change direction.This episode explores why the second half of life could be your most meaningful and how a shift in perspective can help you rewrite your story.🎧 Tune in. Be brave. Be on purpose.
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  • Why We Tell These Stories - Launching 16 July!
    What if your next chapter was the one where it all came together?In our debut episode, Kim Potgieter joins Michael Avery to discuss courage, reinvention, and finding purpose beyond return on investments.Life Chapters, Money Choices is a podcast about the transitions that shape us and the money decisions that support them.🎧 Tune in. Be brave. Be on purpose.
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About Life Chapters, Money Choices

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.
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