Navigating Retirement with Chartered Wealth Solutions: Recent Episodes
Kim Potgieter
If you want to live your best life in your second chapter, The Navigating your Retirement Podcast will help you navigate this life transition. Our retirement specialists will share their expert knowledge and guide you in planning for the life your dream of living, enabled by your money. Let’s make the most of the years you have left with the money you have! We call this getting the most meaning from your money in retirement. The show is hosted by our team of expert CERTIFIED FINANCIAL PLANNERS®. Make sure to subscribe so that you don’t miss out on our show.
Kim Potgieter and Wade Hoal, Head of Wealth Creation at Chartered, discuss the importance of managing your money in your 20s.
Kim Potgieter and Head of Healthcare for Chartered Employee Benefits, Paramesh Dayaram, discuss the rollout of the Covid-19 vaccination.
Kim Potgieter and Head of Healthcare for Chartered Employee Benefits, Paramesh Dayaram, discuss the rollout of the Covid-19 vaccination.
Kim Potgieter and Tom Brukman discuss the hot topic of emigration and financial factors to consider when making the big decision.
Kim Potgieter and Jason Appel explore the factors you need to take into consideration before making decisions regarding your life insurance policies.
Kim Potgieter and Kerryn Franck discuss the implications of signing over a Power of Attorney and what factors should be considered prior to doing so.
Kim Potgieter and Tom Brukman tackle the difficult topic about talking about death with our loved ones, as well as tips to remember when drafting your Will.
Kim Potgieter, Stephanie Bakhuis and Robbie Goldsworthy discuss the market crash as a result of COVID-19, and tackle all the important question – are we out of the woods yet?
Kim Potgieter and Maryanne Leicher discuss all the financial advice being given on social media during this pandemic, and share tips on how to manage this emotional economic storm.
Lockdown has put a strain on many relationships as couples are forced to spend so much time together. Listen to Relationship Expert, Paula Quinsee in conversation with Kim Potgieter where they explore conflicts styles, avoiding the blame game, tips on managing your relationship and adapting to living in the now.
Tom Bruckman and Kim Potgieter discuss retrenchments and layoffs, and what you need to consider so that you can make informed financial decisions should you be retrenched or laid off.
Given recent events and the uncertainty around the world, queries about offshore investing are at an all-time high. Kim Potgieter and Stephanie Bakhuis delve deeper into the why, the how and the when of offshore investing, and how it ties into your Financial Plan.
If you knew six months ago that COVID-19 was coming, what financial changes would you have made? Wade Hoal and Kim Potgieter discuss money habits and tips to help you manage your money during this crisis.
Tiffany Havinga 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, as we adjust our lives to the new ‘normal’.
Drawdowns have positive and negative implications for our long-term financial planning. Jason Appel shares some insight on how to realistically assess the impact this crisis has had on your financial plan by diving deeper in the concept of portfolio drawdowns, as well as steps that can be taken to reduce the impact of drawdowns.
Sticking to a short-term and long-term plan can be difficult. We are constantly bombarded with news and noise that makes us question if we will have the future we want. A plan gives us the framework and roadmap that actually enables us to navigate through the short- term volatility that we are currently going through and will go through again in the future.
In an environment where we have little control over what’s happening, it’s worth considering the areas we can control. Tiffany Havinga and Kim Potgieter discuss some ideas on changes that can be made to your budget as a result of the Covid-19 virus and the impact it has had on our lifestyles and investments
Kim Potgieter interviews Stephanie Bakhuis to get her insights on COVID-19, what countries are doing to adapt and what’s happening in markets globally and locally. What are the opportunities for growth beyond this?