67 The F.I.R.E rule of thumb
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...
64 When meaning and money meet with Kim Potgieter
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...
47 – She’s back! How to return back to work with Lisa Unwin
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...
46 – Investing vs. paying off debt
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...
44 – Living your future now
“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...
41 – Resilience: overcoming the impossible with Gloria Mitchell
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...
39 – Aging Parents: dealing with the financial and emotional challenges
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...
036 – Four things you need to know about your home (financially)
For most of us our home is the biggest ‘asset’ we own – so these are four things you need to know about your home financially. Make sure you don’t fall into these traps to ensure that you have a greater chance of being financially free....
032- Employee Retirement Funds
For many of us, most of our retirement money comes from an Employee retirement fund… either ours or our partner’s. One of the biggest assumptions that people make is that the employer will take the right amount of money from your paycheck so that when you...
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