Retire Successfully

16/07/2026

One Year. 25 Episodes. Countless Life Lessons. 🎙️

A year ago, we launched Life Chapters, Money Choices with one simple belief: when life changes, money matters.

Twenty-five episodes later, we've had the privilege of sharing inspiring conversations with people who have embraced change, overcome challenges, discovered new purpose, and made meaningful money choices along the way.

Hosted by award-winning broadcaster Michael Avery and Chartered Wealth Solutions' Kim Potgieter, Life Chapters, Money Choices is a heartfelt podcast exploring the moments that shape our lives. From career transitions and retirement to new beginnings, personal growth, and life's unexpected turns, each fortnightly episode uncovers the financial decisions that support every new chapter.

Thank you to every guest who shared their story and every listener who joined us on this journey. Here's to another year of honest conversations, practical wisdom, and reminding ourselves that our lives and our money deserve equal attention.

🎧 ▶️ Available on Apple Podcasts: https://podcasts.apple.com/us/podcast/life-chapters-money-choices/id1825127740
Spotify: https://open.spotify.com/show/5PvrQGti3UMZTSZ96H6XKj?si=7f00f897de254d18
& YouTube: https://youtube.com/playlist?list=PLqS2V1AmLtI17HJJxv1mlsypcW4j43oro&si=8ad0RJJ02kNLmhWb

15/07/2026

When health changes everything, financial planning becomes deeply personal.

In this episode of Life Chapters, Money Choices, Michael Avery and Kim Potgieter speak to Glen Baker about being diagnosed with stage four pancreatic cancer, and how that diagnosis changed the way he thinks about time, family, friendship, work and money.

Glen speaks openly about the reality of serious illness, from treatment and medical aid to income protection, dread disease cover and the paperwork that comes with claiming.

But this conversation is about more than cover. It is about the people around you, the plans that give your family breathing room, and the relationships that help you keep going when life changes without warning.

It is a candid, moving conversation about cancer, courage, support and the human side of financial planning.

🎧▶️ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/when-health-changes-everything/id1825127740?i=1000776861999
Spotify: https://open.spotify.com/episode/3xEpiUUCCbMZm9ZTQqaU7V?si=e8424dec1be3429f
& YouTube: https://youtu.be/hK1Lk7raHaU?si=IQlRepn2zyM6ln_q

01/07/2026

What would happen to your family if you died last night?

Most of us avoid that question. We would rather talk about holidays, home renovations or almost anything other than death and money.

Yet this is exactly why the conversation matters.

A signed will is important, but it does not answer everything. It may not give your partner access to cash. It may not cover your retirement funds or living annuity. It may not explain why you made certain decisions, or help your family avoid confusion when emotions are already high.

Michael Avery and Kim Potgieter speak to Financial Planning Specialist Maryanne Leicher about the difference between a will and a proper estate plan, and why putting numbers to your wishes can be one of the kindest things you do for the people you love.

🎧▶️ Listen to A Will Is Not Enough on Apple Podcasts: https://podcasts.apple.com/us/podcast/a-will-is-not-enough/id1825127740?i=1000774951633
Spotify: https://open.spotify.com/episode/5o6Dh9D7T10lXtF0aStFmr?si=e71b5ead384540f3
& YouTube: https://youtu.be/s1n28oMsRq8?si=vkU3KNcjUoLR8zgu

24/06/2026

The Bank of Mom and Dad rarely asks for an application… but it can come at a cost.

In this episode of Life Chapters, Money Choices, Michael Avery and Kim Potgieter are joined by Financial Planning Specialist Tom Brukman to explore the financial and emotional realities of supporting adult children.

When does support become dependency? And how do you balance helping your children with protecting your own financial future?

Because sometimes the most caring thing you can do isn't give more - it's helping your children stand on their own.

🎧▶️ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-bank-of-mom-and-dad/id1825127740?i=1000773070935
Spotify: https://open.spotify.com/episode/37oVewfb5RagUKUWskmGPE?si=lObCFVDSSyus28ggP2lvww
& YouTube: https://youtu.be/Cl5VXPqXIAk

21/06/2026

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17/06/2026

The Bank of Mom and Dad never asks for an application form… but it can come at a cost.

At what point does support become something more difficult to sustain?

In this episode of Life Chapters, Money Choices, Michael Avery and Kim Potgieter are joined by Financial Planning Specialist Tom Brukman for an honest conversation about the financial and emotional realities of supporting adult children.

From covering everyday expenses...
To recognising when support becomes dependency...
To balancing family needs with your own financial future...

They explore the emotional drivers behind these decisions and the often-overlooked impact on long-term financial security.

Because it’s not just about money.
It’s about love, boundaries, and independence.

Sometimes the most caring thing you can do isn’t giving more. It’s helping your children stand on their own.

🎧▶️ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-bank-of-mom-and-dad/id1825127740?i=1000773070935
Spotify: https://open.spotify.com/episode/37oVewfb5RagUKUWskmGPE?si=2956437411ba45dd
& YouTube: https://youtu.be/Cl5VXPqXIAk

11/06/2026

What a beautiful morning of intention and creativity with a wonderful group of women in Langebaan. Bottles were painted, and intentions were set. 🎨

Thank you to everyone who joined us - may every intention you painted onto your bottle pour into your life.

11/06/2026

What if the next chapter of your life begins when you stop asking whether you can and start asking why not?

At 56, Cheryl Jones found herself facing a question many people encounter in midlife: What now?

With her children grown and life looking very different from the years before, she made the decision to return to studying, challenge her self-doubt, and reinvent her career.

In this episode of Life Chapters, Money Choices, Cheryl shares her journey through imposter syndrome, lifelong learning, and learning to recognise the value of the experience she had built over decades.

🎧▶️ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/why-not-me-why-not-now/id1825127740?i=1000770892826
Spotify: https://open.spotify.com/episode/2NJp2zjHbQWIHpxSaT28xJ?si=Glax1YONQQC6Eoz8br_veA
& YouTube: https://youtu.be/V0wmHAs1pnE?si=QLFuVm3Zro1dn0ne

It’s a conversation about purpose, confidence, financial freedom, and creating a life that feels aligned with who you are today.

Life Chapters, Money Choices · Episode

03/06/2026

At some point, success stops being about accumulation and starts being about meaning.

In this episode of Life Chapters, Money Choices, Michael Avery and Kim Potgieter are joined by entrepreneur, mother, and serial reinventor Miranda Isaakidis for a powerful conversation about curiosity, change, and creating a meaningful life through every stage.

From surviving financial setbacks like the 1987 crash…
To building a business rooted in purpose and empowerment…
To rethinking retirement not as an ending, but as the freedom to live more intentionally…

This conversation explores what happens when the traditional markers of success begin to shift, and how fresh thinking, courage, and purpose can open the door to entirely new chapters.

🎧▶️ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/ageless-reinvention/id1825127740?i=1000768685452
Spotify: https://open.spotify.com/episode/1cFHVpQ0yF82aMDmV7L2Oa?si=9a6e58dbef194950
& YouTube: https://youtu.be/7yeDeb3sb9g?si=01uOEEnXqbpHk41-

It is a powerful reflection on reinvention, partnership, and the idea that life’s later chapters can be some of the most meaningful yet.

03/06/2026

What if the next chapter of your life begins when you stop asking whether you can and start asking why not?

At 56, Cheryl Jones found herself facing a question many people encounter in midlife: What now?

With her children grown and life looking very different from the years before, she made the decision to return to studying, challenge her self-doubt, and reinvent her career.

In this episode of Life Chapters, Money Choices, Cheryl shares her journey through imposter syndrome, lifelong learning, and learning to recognise the value of the experience she had built over decades.

🎧▶️ Listen on Apple Podcasts: https://podcasts.apple.com/us/podcast/why-not-me-why-not-now/id1825127740?i=1000770892826
Spotify: https://open.spotify.com/episode/2NJp2zjHbQWIHpxSaT28xJ?si=sDGqaAJ2R2mZXNuxs3wehw
& YouTube: https://youtu.be/V0wmHAs1pnE?si=QLFuVm3Zro1dn0ne

It’s a conversation about purpose, confidence, financial freedom, and creating a life that feels aligned with who you are today.