What happens when you have built the empire, banked the exit, and ticked every traditional success box and the next question is no longer what’s next for my career, but what’s next for me?

In this episode of Life Chapters, Money Choices, Michael Avery and Kim Potgieter sit down with legendary South African media strategist and entrepreneur Sandra Gordon. Having built, scaled, sold and reinvented some of the country’s most iconic media businesses, Sandra shows no signs of stepping quietly into the background.

From early lessons in banking discipline to boardroom battles and bold exits, Sandra reflects on the pivots that shaped her, the money moment in her teens that sparked a lifelong drive for independence, and why “stepping back” has never been her style.

Together, the conversation explores money stories, timing, and the deeper challenge many high performers face later in life. It is not about finances, but about identity, meaning, and finding the next flame.

Sandra also shares why she is back in the arena with Pulse: Media Leadership Reimagined, and what she believes the South African media industry must rebuild in order to thrive again.

Resource: Ten Retirement™ Truths | Download your copy 
A complimentary eBook by Kim Potgieter that reframes retirement as a life decision, not just a financial one. Through simple exercises and reflections, it helps you align your goals, values and money to create a future with purpose. 

🎧 Tune in. Be brave. Be on purpose.

What if the way we approach money, health, and success is shaped by the same underlying force: fear?

In this episode of Life Chapters, Money Choices, Michael Avery and Kim Potgieter are joined by Dr Riaz Motara, leading cardiologist, founder of the Cardio Group, and pioneer of the Women’s Heart Clinic, for a deeply reflective conversation about wellbeing, identity, and the stories that quietly drive our behaviour.

Together, they draw striking parallels between how we manage our health and how we manage our money. They unpack how early conditioning shapes adult habits, why high achievers often struggle to feel “enough,” and how fear can quietly drive financial decisions, overwork, and a loss of meaning.

The episode closes with a powerful reflection on legacy. Not only what we leave behind financially, but the wellness habits, emotional awareness, and sense of purpose we model for those who come after us.

A thoughtful conversation about health span, wealth, self-worth, and the courage to rewrite stories that no longer serve us.

Additional Resource

If this episode prompted reflection on how your health, money, and sense of purpose fit together, you may find our complimentary eBook helpful.

📘 14 Action Steps to Make Your Money Work for You
A practical guide and workbook designed to help you create a comprehensive financial plan that aligns with your life’s journey. It encourages you to stop making money decisions in isolation and instead see money as an enabler of your life, not just a collection of numbers or investments.

The workbook helps you clarify your goals, dreams, and aspirations at any life stage, whether you are starting out, raising a family, navigating midlife, or planning for retirement. It guides you to look at your assets holistically and bring everything together in a way that supports the life you want to live.

 👉 Click here to download your copy 

🎧 Tune in. Be brave. Be on purpose.

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 unpack the emotional and practical sides of money, why curiosity is the oxygen of reinvention, how to stay relevant in an AI-driven world and why the concept of retirement simply does not compute for Arthur.

🎧 Listen to learn:
  • The power of childhood money memories
  • Why paying off your bond early is a game changer
  • What tech cycles teach us about long-term investing
  • How to approach AI without overwhelm
  • Why curiosity never retires

🎧 Tune in. Be brave. Be on purpose.

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 that changed her life, her experience of growing up with scarcity, and the insight that reshaped her relationship with money. She explains how true financial freedom is the ability to stand anywhere on the mountain, whether you have more or have less, and feel equal to yourself and others.

Kim reflects on her Enneagram type, how childhood shame once drove her need to prove herself, and how greater self-awareness now shapes the way she plans, leads and supports clients.

This is a grounded, soulful conversation about purpose, integrity and building a business and a life that feel aligned.

Follow the show for more conversations like this, and share the episode with someone who might find it helpful 

🎧 Tune in. Be brave. Be on purpose.

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 Chartered Wealth Solutions, the real gift you leave behind may be clarity, communication, and preserved relationships.

In this episode of Life Chapters, Money Choices, we unpack why a legacy isn’t just what you leave, but how you leave it. From blended families and “fair vs equal”, to wills, letters of wishes, executors, trusts, tax complexity and liquidity traps, Kerryn and Kim share real stories from the front line of estate and legacy planning – including what happens when families only discover the truth after a death.

Whether you’re worried about keeping the peace, navigating tricky family dynamics, or simply wanting to leave things tidier than you found them, this conversation will help you see legacy as a living process, not just a legal event.

In this episode:

• Why silence around inheritance often causes more conflict than hard conversations
• Fairness vs equality in blended and complex families
• The real role of a will vs a letter of wishes
• Choosing an executor (and why it shouldn’t always be your eldest child)
• How overcomplicated structures, trusts, and tax planning can backfire
• Preparing your heirs emotionally and financially for what they’ll inherit

🎧 The Gift of a Clear Legacy – because your greatest inheritance might not be money, but understanding.

🎧 Tune in. Be brave. Be on purpose.

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 – and how feelings like guilt, pride, resentment, or shame can reshape the story of a relationship. 

They unpack:
💬 Why money is still the ultimate relationship taboo
💬 How to talk about income differences without triggering ego or defensiveness
💬 The link between emotional safety and financial security
💬 Practical ways for couples to share goals, split expenses fairly, and check in without judgment.

This honest conversation reminds us that money isn’t a competition – it’s an invitation to collaborate, communicate, and co-create a life that feels truly wealthy, together.  

🎧 If you’ve ever avoided “the money talk” with your partner, this one’s for you. 

🎧 Tune in. Be brave. Be on purpose.

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 coaching certifications to coffee chats and Land Cruiser dreams.

They unpack:

• The dangers of postponing retirement planning until it’s too late
• Why confidence, not just capital, is the biggest risk in transition
• How to confront deeply embedded money stories around work, worth, and scarcity
• What it means to curate an epic second chapter with purpose and joy

Whether you're years from retirement or already contemplating your “next,” this episode offers a blueprint for moving from success to significance, intentionally, courageously, and joyfully.

🎧 Tune in. Be brave. Be on purpose.

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 son, Lyndsay’s journey is about courage, reframing, and reclaiming agency. Together, Michael, Kim and Lyndsay unpack how money stories form, why guilt and shame so often surround women and finances, and how financial planning can become an act of self-care and empowerment.

Whether you’re an empty nester, a midlife career changer, or just curious about how to transform your relationship with money, this episode is packed with honesty, hope, and practical wisdom.

🎧 Tune in. Be brave. Be on purpose.

She didn’t grow up having money conversations, so today, she’s intentional about giving her children something she never had — a legacy of honesty and accountability.

In this deeply personal episode, Lauren (not her real name) shares her story of starting over after two marriages, raising children as a single mother, and supporting her daughter and grandchildren, all while learning to redefine her own relationship with money.

Joined by host Michael Avery and Chartered Wealth’s Kim Potgieter, this episode explores:

 • How inherited beliefs around money can sabotage or serve us.
 • The emotional cost of over-giving and the healing power of boundaries.
 • How to model financial responsibility for your children even if you’re still learning yourself — and why now is the perfect time to start your own money conversations.
 • The moment when a financial plan becomes a life plan.

 Lauren’s courage to open up about guilt, love, sacrifice, and self-reinvention will resonate with anyone who’s ever wondered: “Am I teaching my children the right lessons about money or repeating my parents’ mistakes?”

🎧 Listen to this episode now — and don’t forget to subscribe for more real stories, share it with a friend, and start your own money conversation today.

🎧 Tune in. Be brave. Be on purpose.

What happens when your career ends before you’re ready and retirement doesn’t feel like rest, but like a question mark?

In this episode, host Michael Avery speaks with former corporate executive Magnus Taljaard, who found himself “retired” earlier than planned and chose reinvention instead. Together with Kim Potgieter, they unpack the emotional complexity of identity, purpose, and building a second chapter around meaning rather than status. 

 This episode explores: 

• Letting go of a career identity that defined you for decades 
• Why planning for retirement is more than just money 
• The discomfort of freedom and the guilt of slowing down 
• How to build a “portfolio life” and test new ideas without overplanning 
• And why staying curious might just be your most powerful retirement strategy

🎧 Start now. Your next chapter might be the best one yet. 

🎧 Tune in. Be brave. Be on purpose.