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Life Chapters, Money Choices

Chartered Wealth Solutions
Financial Planning
Personal Growth
Emotional Wellbeing
Family Dynamics
Money
Life Transitions
Retirement Planning
Money Management
Perfectionism
Mental Health
Retirement
Financial Independence
Purpose
Parenting
Emotional Well-Being
Estate Planning
Legacy Planning
Wisdom
Self-Awareness
Enneagram

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 ... more

PublishesTwice monthlyEpisodes13Founded6 months ago
Number of ListenersCategory
Business

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Artwork for Life Chapters, Money Choices

Latest Episodes

How do you stay curious and relevant at any age? In this episode, Michael Avery and Kim Potgieter sit down with author and futurist Arthur Goldstuck to explore the money lessons, discipline and lifelong learning that have shaped his journey.

We unpa... more

Know yourself, simple to say, harder to live.

In this episode, Michael Avery and Kim Potgieter sit down with Colleen-Joy Page, an international coaching trainer, business builder, artist and Enneagram practitioner.

Colleen shares the moment at 13 t... more

When it comes to legacy, most of us think in rands, cents, and stuff: the house, the investments, the will. But as Michael Avery explores with Kerryn Franck, Head of Chartered Legacy & Trust, and Kim Potgieter, Director and Head of Life Planning at C... more

What happens when love and money don’t quite balance out? 

In this episode, Michael Avery is joined by Chartered Wealth’s Kim Potgieter and Stephanie Ferreira to explore what really goes on when one partner earns significantly more than the other – ... more

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Recent Guests

Colleen-Joy Page
International coaching trainer, business builder, artist, and Enneagram practitioner
Episode: The Business of Purpose
Kerryn Franck
Head of Chartered Legacy & Trust
Chartered Legacy & Trust
Episode: How to Leave a Legacy Your Family Won’t Fight Over
Stephanie Ferreira
Financial planner with Chartered Wealth
Chartered Wealth
Episode: Love, Money & Unequal Paychecks
Andrew Mackie
Former auditor transitioning into a meaningful retirement and life coaching
Episode: From Success to Significance
Lyndsay Barr
A writer and former social worker who discusses her journey of changing her beliefs around money.
None mentioned
Episode: Changing Your Money Story with Lyndsay Barr
Magnus Taljaard
A former executive who transitioned to a financial planner and is passionate about finding purpose in his new career stage.
Chartered Wealth Solutions
Episode: A Second Career in Midlife
Kim Potgieter
Chartered Wealth Solutions' financial planner who guides clients through their financial journeys and life transitions.
Chartered Wealth Solutions
Episode: A Second Career in Midlife
Tiffany Havinga
Compassionate and insightful financial planner at Chartered Wealth Solutions
Chartered Wealth Solutions
Episode: Life after Loss: Grief and Sudden Financial Responsibility
Ronelle Baker
A retiree who shares her journey transitioning from work to retirement and seeking purpose.
Episode: When the Paycheque Stops

Host

Michael Avery
Host and co-creator of Life Chapters, Money Choices. Award-winning broadcaster with a focus on financial planning and personal development.

Reviews

5.0 out of 5 stars from 5 ratings
  • Engaging, relatable and easy to follow

    Money is never easy to talk about, so hearing stories from likeminded people in similar scenarios makes it relatable and understandable. The show is engaging and easy to follow.

    Apple Podcasts
    5
    StruanBB
    South Africa5 months ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Engaging and relatable with easy-to-follow content that resonates with listeners' financial journeys. Stories shared make complex financial topics understandable and relevant.

Chart Rankings

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Apple Podcasts
#109
South Africa/Business

Talking Points

Recent interactions between the hosts and their guests.

How to Leave a Legacy Your Family Won’t Fight Over
Q: How do you help clients think through fairness versus equality?
Fair is not always equal, especially in situations involving special needs children or family businesses.
How to Leave a Legacy Your Family Won’t Fight Over
Q: What is a legacy really?
It's probably a little bit of both; it's about both tangible assets and also the emotional ties and values left behind.
A Second Career in Midlife
Q: How do you recapture what that big P is or maybe a bunch of small P's?
It's about intention setting and ensuring that your time is spent on what truly brings you meaning.
A Second Career in Midlife
Q: What advice would you give to someone who's still inside the corporate machine but curious about what comes next?
Start immersing yourself in research and talks with experts while you're still employed, and turn your findings into practical applications like hobbies or part-time jobs.
Divorced, but Not Broken
Q: What advice would you go back and give yourself to get through maybe a little bit easier?
Breaking it down and taking one step at a time instead of looking too far ahead.

Audience Metrics

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Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About Life Chapters, Money Choices

What is Life Chapters, Money Choices about and what kind of topics does it cover?

This podcast offers a thoughtful exploration of life's transitions and the accompanying financial decisions that arise during such pivotal moments. Each episode features personal narratives and expert insights from both hosts and guests, discussing themes such as retirement planning, career changes, the emotional complexities of money management, and the importance of finding purpose after significant life events. With a focus on real stories and relatable experiences, the podcast aims to provide listeners with practical advice and emotional support as they navigate their own life chapters and money choices. Unique elements include deeply personal anecdotes, emphasizing the synergy between financial literacy and personal growth.

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Which podcasts are similar to Life Chapters, Money Choices?

These podcasts share a similar audience with Life Chapters, Money Choices:

1. Honest Money
2. The Diary Of A CEO with Steven Bartlett

How many episodes of Life Chapters, Money Choices are there?

Life Chapters, Money Choices launched 6 months ago and published 13 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Life Chapters, Money Choices?

Recent guests on Life Chapters, Money Choices include:

1. Colleen-Joy Page
2. Kerryn Franck
3. Stephanie Ferreira
4. Andrew Mackie
5. Lyndsay Barr
6. Magnus Taljaard
7. Kim Potgieter
8. Tiffany Havinga

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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