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Life Chapters, Money Choices
Chartered Wealth Solutions
9 episodes
1 day ago
After four decades of auditing balance sheets, Andrew turns the lens inward in this deeply reflective and practical conversation about planning for life beyond the title. In this episode, Michael Avery and Kim Potgieter sit down with Andrew to explore what it really takes to shift from a career of being important to being important to others. Drawing from Bob Buford’s Halftime, Andrew shares how he approached his retirement with the same forensic intent he brought to the boardroom, from coach...
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Business
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After four decades of auditing balance sheets, Andrew turns the lens inward in this deeply reflective and practical conversation about planning for life beyond the title. In this episode, Michael Avery and Kim Potgieter sit down with Andrew to explore what it really takes to shift from a career of being important to being important to others. Drawing from Bob Buford’s Halftime, Andrew shares how he approached his retirement with the same forensic intent he brought to the boardroom, from coach...
Show more...
Business
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Changing Your Money Story with Lyndsay Barr
Life Chapters, Money Choices
33 minutes
4 weeks ago
Changing Your Money Story with Lyndsay Barr
What happens when you’ve built your identity around caregiving, only to find yourself at midlife asking, “What’s next?” In this deeply personal episode of Life Chapters, Money Choices, Michael Avery sits down with Lyndsay Barr, writer and former social worker, and Kim Potgieter of Chartered Wealth Solutions to explore how our beliefs about money shape our lives, and how they can be rewritten. From feeling “stuck” and believing “money is bad” to saving for a dream trip to the U.S. to see her s...
Life Chapters, Money Choices
After four decades of auditing balance sheets, Andrew turns the lens inward in this deeply reflective and practical conversation about planning for life beyond the title. In this episode, Michael Avery and Kim Potgieter sit down with Andrew to explore what it really takes to shift from a career of being important to being important to others. Drawing from Bob Buford’s Halftime, Andrew shares how he approached his retirement with the same forensic intent he brought to the boardroom, from coach...