Money Marketing, April 2020
Silver Digest, March/April 2020
Personal Finance, February 2020
Experthub, Nov 2019
Money Marketing, October 2019
PSG Wealth Monthly Investment Insights, August 2019
Longevity, Family Edition 2019
Living and Loving, June 2019
Blue Chip Financial Magazine, March/April 2019
The Bucket Wheel – directing your spend
Longevity, December 2018
Money And Marriage: The Secrets We Keep
Longevity, August 2018
Money conversations to have with your children
Caffeine and Fairydust, July 2018
Top 5 money conversations every family should have
Longevity, July 2018
7 financial mistakes people make in divorce
City Press, June 2018
Your money story: the brave new you
Longevity, June 2018
Assessing your own money story: your patterns
Longevity, June 2018
What is your money story? Taking ownership of it
Longevity, Financial Health, May 2018
BIZBUZZ Success Story Profile, 19 February 2018
Step out of the debt trap
Healthy Times, Sunday Times supplement, 3 December 2017
Don’t come digitally undone
Longevity, Financial Health, Edition V 2017
Detox your debt
Longevity, Financial Health, Edition IV 2017
Get tough on family who bleed you dry
Personal Finance, May 2016
Will you be able to retire?
Fairlady magazine, September 2015
Putting passion to paper
The Financial Planner, Special Edition 2015
Planning for Life
Destiny Magazine, August 2015
DÓÉN dit NET
Rooi Rose, August 2015
10 Retirement truths
Health Intelligence, Jul/Aug 2015
Life is for living
GET IT, July 2015
Jy hoef nie aftrede te vrees nie
Sarie, May 2015
RETIREMEANT Book Launch
Sandton Cronicle, March 2015
The Centarian Challenge
The Financial Planner, April 2014
Don’t see your retirement date as a line in the sand
Saturday Star, 13 October 2012
Sailing unchartered waters
Entrepreneur Magazine May 2012
Tax on property profits
Personal Finance, Quarter 4 2011
Life is for the living
Financial Mail, 30 October 2009
Design for living
Personal Finance, Quarter 4 2011
More light on behaviour
Personal Finance, Quarter 3 2011
Getting to the right side of financial planning
The Financial Planner, Feb/March 2010
There’s a perception that coaching is separate from financial planning but it’s integral to true financial planning. It’s an essential element of the process with clients of all ages, incomes and asset levels.
In this episode, Kim Potgieter of Chartered Wealth Solutions in South Africa shares their innovative approach to Retiremeant, the key role that coaching plays and how she’s helping visionary financial planners.
Adjusting to the new ‘norm’
Tiffany Havinga of Chartered Wealth interviews Kim Potgieter about the emotions that we are all feeling as a result of the COVID-19 lockdown. Kim shares her insights and practical tips for soothing and managing these emotions, as we adjust our lives to the new ‘normal’.
Courageous Conversations – lean into your vulnerability
I believe that we are feeling beings that happen to think, not thinking beings that happen to feel. Learning how to connect with people on an emotional level fulfils your life so much more. When it comes to conversations with your Financial Planner, be brave enough to connect with your heart, be inspired to have different conversations, open up to your vulnerability and talk about your goals and dreams, your hopes and fears and your innermost desires. Your Planner should put a strategy in place for your money that talks to your values.
Money advice for every stage of life
Some things in life are predictable: you will age, and at some point in life, you will experience loss. But life is also filled with many life-changing events that we have little or no control over: losing a job, divorce or serious illness. Transitions can be exiting, like getting married, becoming a parent, or buying your first house. One thing is for certain, most life transitions involve money.
Yvette Johnson and I discuss how money conversations can help prepare you for life’s transitions. We chat about money conversations to have with your children and crucial conversations to engage in with your partner or Financial Planner. Be clear on your money beliefs, expectations and needs.
Changing Client Behaviour towards a Successful Financial Life
More and more Planners are beginning to change their value proposition to clients. Clients must be invested in the Financial Plan, but also need to know that their needs are being listened to and that that their money will enable the life they envision.
How To Turn Your Age Into Your Greatest Asset
On Fine Living on Classic 1027 with Yvette Johnson, we discuss embracing aging with gratitude – it’s all about your attitude.
5 Tips for Women to Better Plan Their Financial Futures
On Fine Living on Classic 1027, I share my top 5 tips for Women’s Month, in order for women to plan their financial futures better.
You CAN spend on yourself and have REAL wealth
has many clients who hold the belief or fear that they don’t have real wealth and cannot spend money on themselves. The Money Show’s Bruce Whitfield interviewed Potgieter for his weekly personal finance feature. Kim talks about changing your money beliefs and fears. These hold you back from achieving the life you want to live.
How is your money serving you?
I chatted with Lisa Linfield – founder of Working Women’s Wealth. A holistic life plan AND a financial strategy is worth so much more when MEANING and MONEY meet! Understand your return on life, not your return on your money!
Talking about money as a family
Kim shares some insight about talking about money as a family, with Ricardo Teixeira from COO at BDO Wealth Advisers and Maya Fisher French, a personal finance journalist
Worried about money? How to have a courageous chat with your spouse about it
Life planner Kim Potgieter shares five tips on navigating the complexities around money and relationships with Ray White on Talk Radio 702. September 2018
Top 5 tips for Financial Wellness in a Marriage
Kim shares some 5 tips for financial wellness in a marriage and relationships with Kutlwano Masote on the Classic Living show.
Top 5 tips on how to get your kids money smart
Kim joined Breakfast with Martin Bester to teach children how to be smart with money. July 2018
When your partner sabotages the financial plan
Kim sheds some light at classic living on classic 1027, July 2018.
Classic Wellness: Love and Money
Kim sheds some light on the deep-rooted relationship we have with money on classic wellness on classic 1027, March 2018.
7 December 2017. Have you ever bought something just to make you feel happy – or appear more successful – not because you need it? If you are serious about getting rid of debt; a good starting point is to be honest with yourself.
31 July 2017. The Courageous Currency series on Classic FM with Micheal Avery comes to a close with perhaps the toughest of all conversations … How to get tough on family who bleed who dry. Kim explores this tough yet very frequent family dynamic.
17 July 2017. Where there’s a will, there’s a way… the sixth installment of the Courageous Currency series on Classic FM Kim and Micheal Avery discuss Wills and Trusts. Two documents that can help us protect our families and assets upon death.
3 July 2017. The “M” word … Midlife Crisis … often described as the the day you wake up and wonder if this is as good as it gets? or if your life could be better? The fifth segment of the Courageous Currency series on Classic FM sees Kim and Micheal Avery chatting about this life transition and the implications for your money.
19 June 2017. What crucial conversations do you need to have with your spouse/significant other and children? The fourth segment of the Courageous Currency series on Classic FM sees Kim guiding us on how broach the taboo topic of money by having effective money conversations.
22 May 2017. The Courageous Currency series on Classic FM continues with Kim getting us to dig deep by thinking about our relationship with money. She explains how this intimate and crucially important relationship guides our attitudes and behaviors around money, subconsciously.
8 May 2017. Michael Avery of Classic FM hosts Kim for a Courageous Currency series. In the first installment of the series Kim introduces us to the concept of our money story and how being aware and owning it can be empowering.
12 April 2017. Kim joined Family Law Attorney Elizabeth Cardona for a panel discussion on Classic FM on the role of money in relationships and what happens in the case of divorce.
24 March 2017. Michael Avery and Classic FM host Kim for a panel discussion on the often overlooked often overlooked emotional and psychological aspects of retirement.
16 February 2017. Radio Today host, Natashia Bearam chats with financial planner Kim Potgieter from Chartered Wealth Solutions about money and relationships this Valentines day – Is your threesome working for you?
1 October 2015. The Retirement Feature on the Classic Business show with Michael Avery: In South Africa, 60% of women have no pensions or retirement plan, and only 6% of South Africans will be able to retire and maintain their current standard of living. What’s important to remember for women when it comes to retirement planning?
26 August 2015. Wealth Week Panel with Michael Avery, Jean Archary and Yolande Botha on the Classic Business show on Classic FM: In our world of investing and financial planning, the approach to male and female clients differs significantly. So in aid of women’s month how does one structure a wealth plan tailored for the fairer sex?
30 March 2015. Thabiso Sikwane from Power Fm chats to Kim on the Power Lunch show about Retiremeant and when we should start thinking about out or retirement and how we should approach it.
23 March 2015. How to ensure the best possible retirement your money can buy. Does the prospect of retirement freak you out? Is there life after work? Kim addresses these questions, amongst many others with on 702’s The Money Show with Bruce Whitefield when discussing her book “Retiremeant: Get The Most Meaning from Your Money”.
2 March 2015. Listen to Kim Potgieter on Classic FM’s, classic lifestyle show, with Tamara LePine-Williams talking RETIREMEANT: Get More Meaning from your Money.
5 February 2015. Classic FM’s business programme host, Michael Avery, interviewed Kim Potgieter on the recent publication of her book, RETIREMEANT: Get More Meaning from your Money. In the interview, Michael makes the observation that the book is really suited to all ages, as it inspires the reader not to wait to live a fulfilling and significant life. Born out of personal loss and a desire to make a difference, Kim explains her passion for seeing people living a better second half of life.