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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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...
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: Reclaimin...
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...
