Planning for No Regrets with Dorian Mintzer and Kim Potgieter

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Does the prospect of retirement daunt you? Do you and your partner have dreams for this significant transition? Can you envision a meaningful life beyond work?

Kim Potgieter believes that creating your best life cannot be left to chance. In her book, Retiremeant: Get More Meaning From Your Money, she demonstrates that taking an active role in preparing for retirement enables you to live without regrets.

Join us for this program with this Financial Life Planner as she expands on really practical ideas from her book:

• Explore your relationship with money: What is your first money memory that still influences your decisions today? Is money your servant or your master? Putting money in its proper place gives you the freedom to live life on your own terms.
• The Wheel of Balance is an excellent tool to measure your holistic approach to life: just small shifts can change your whole perspective and experience.
• Keeping a balanced approach to life, you can use the Bucket Wheel (yes, not List) to set goals and achieve your dreams in every area of life. Retirement is not just about a new destination to visit every year.
• Finally, the secret that undergirds all these valuable ideas is to plan ahead!

About Kim Potgieter:

Kim Potgieter believes that you cannot plan for your money without planning for your life first and advocates that life planning is integral to financial planning. This allows her clients to live their best possible lives by aligning their money with purpose and meaning.

As Director and Head of Life Planning at Chartered Wealth Solutions, she can combine her two passions: helping people with their relationship with money and guiding clients to get the most life from their money in their second chapter.

As an author, Kim has written three eBooks and two books. Her message is clear; by understanding your relationship with money, you can shift your mindset to create positive and powerful transitions.

Kim is an inspirational speaker and active media personality and is regularly invited to speak at events. Using her Money, Meaning, and Mindshift approach, she shifts individuals and groups to pay attention to their lives and give intention to their money.

Get in touch with Kim Potgieter:

Visit Kim's website: https://kimpotgieter.com/

Download Kim's handout: https://revolutionizeretirement.com/potgieterhandout

Buy Kim's book: https://revolutionizeretirement.com/potgieter 

What to do next:

• Click to grab our free guide, 10 Key Issues to Consider as You Explore Your Retirement Transition
• Please leave a review at Apple Podcasts.
• Join our Revolutionize Your Retirement group on Facebook.