Sep 11, 2019 | Entrepreneurship, Managing Money, Podcast, Protecting your money, Retirement and investing, Within 5 years of retirement
“But, Lisa, retirement is so far away…”, or “I’ll start saving when I earn a lot of money”, or “once the kids are out of the house, I’ll start preparing for retirement”. I hear this a lot! According to our National Treasury, only 6% of our population will be able to...
Apr 24, 2019 | Managing Money, Mindful Money, Podcast, Retirement and investing
Why don’t we just do what we need to do to better our lives? We know that we need to save more money, get healthy, or up-skill ourselves. But we just get stuck to step-change. So, we set resolutions, action plans and to-do lists. But we always find a reason to...
Feb 27, 2019 | Health and Wealth, Managing Money, Podcast, Protecting your money, Retirement and investing
We ALL work soooo hard! But some of us get to live life and retire very well while many of us don’t. So, what’s the deal with that?! I’m currently completing a financial behavioural coaching programme. What an eye opener! The key question posed to us is, “how do we...
Feb 13, 2019 | Entrepreneurship, Health and Wealth, Managing Money, Mindful Money, Podcast, Retirement and investing
I am going to answer the ONE question that I get asked ALL THE TIME as a financial advisor! What is financial freedom exactly? Some people call it retiring early. Others call it being a multi-millionaire! Most people shoot for a financial goal without actually...
Jan 23, 2019 | Health and Wealth, Managing Money, Mindful Money, Podcast, Retirement and investing
How is money serving you? 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! I chat with Kim Potgieter – a director of Chartered Wealth, the author of...
Sep 26, 2018 | Entrepreneurship, Health and Wealth, Managing Money, Mindful Money, Podcast, Protecting your money, Retirement and investing
Have you ever taken a career break? Or drastically changed professions in the middle of your career? Or maybe you want to re-enter the workforce? There are many reasons why we may need to step back from our careers. But we often find it difficult and daunting to...
Sep 19, 2018 | Debt, Everyday Money, Managing Money, Podcast, Retirement and investing
Should I invest, or should I pay off my debt first? Good question! And I love exploring this topic with my clients and finding a fitting solution. I may not know your personal circumstances to sensibly advise you, but I do know that the first step to building wealth...
Sep 6, 2018 | Everyday Money, Health and Wealth, Managing Money, Mindful Money, Podcast, Retirement and investing
“I want to live NOW… But I also want to have enough money for my future!” This is probably the most common response I get when I ask someone what their biggest worry is when it comes to money. Sound familiar? We live in a society that promotes living life to its...
Aug 15, 2018 | Health and Wealth, Mindful Money, Podcast, Retirement and investing
Resilience is the ability to overcome life’s setbacks by making an active decision to fight back and overcome them. It is not easy or fun but it is worth it! Financial resilience is a muscle that must be actively trained because it helps us to stick to our long-term...
Aug 1, 2018 | Health and Wealth, Managing Money, Podcast, Retirement and investing
Helping aging parents is indiscriminant in the toll it takes – the reversal of roles is tough, not to mention the physical and emotional burden it places on adult children. Sheryl Smith, a registered nurse, certified health coach and host of the engAGING...
