Money-mindset PodcastGive your Money-Mindset a Makeover

Nikki Bush in conversation with Kim Potgieter about how to give your money-mindset a makeover. Kim is Head of Life Planning at Chartered Wealth Solutions. Kim advocates paying attention to our lives and giving intention to our money, because it’s one of the longest relationships we will ever have.

Kim Potgieter is:

The Director and Head of Life Planning at Chartered Wealth Solutions
Registered Financial Life Planner
Certified Financial Planner
An accredited Professional Life Coach
A Dare to Lead Facilitator
A New Money Story Mentor Coach
In addition, Kim has written a number of books including Retiremeant – getting more meaning for your money(2015) and Midlife Money Makeover (published earlier this year).

The conversation covers:

Money – friend or foe?
Giving money leadership and direction
Allowing money to serve and enable you
The connection between life planning and financial planning
How to change your money stories
Common traps we fall into regarding our relationship with money
Allowing money to work for us instead of only working for our money
Why money is an important and exciting conversation to have in the second half of life
Exercising choice with money
Why words like fulfilment, balance and joy should form part of money conversations
What is an empowered, modern elder?

“People don’t even realise they have a relationship with money and because they’re not aware, they don’t understand where money fits into their lives – so they blame it for a lot.”

Kim Potgieter, Chartered Wealth Solutions

“If you talk to anybody about money, it conjures up a whole lot of emotions. When you actually delve into it, it’s got nothing to do with the money: it’s the emotions that people have felt at different times in their lives.”

Kim Potgieter, Chartered Wealth Solutions