Retirement Planning Unlocked: Building your Path to Financial Freedom

November 27, 2024
Podcast

In this episode, hosts Lerato Lebitsa and Tatenda Chikombero sit down with the multifaceted Kim Potgieter, an acclaimed author, inspirational speaker, media personality, mentor, and expert financial planner. Kim shares insights from her journey and discusses her best-selling books, “Retiremeant: Get More Meaning from Your Money” and “Midlife Money Makeover,” focusing on the transition into retirement and creating a significant future beyond it. Listeners will learn about Kim’s unique approach to financial planning, which integrates psychological principles to foster better relationships with money. She emphasises the importance of planning with purpose, understanding one’s values, and creating habits that lead to financial stability and personal fulfillment within the transition into retirement. Kim also delves into the concept of midlife as a time for reflection and reinvention, offering practical advice for making the most of this stage of life.

Key topics include:

⭐️ The intersection of psychology and financial planning
⭐️The importance of planning and having a positive attitude towards aging and retirement
⭐️Practical tips for financial literacy and saving during retirement planning
⭐️The concept of retirement with purpose and how to live a fulfilling second half of life

Join us for an inspiring conversation that will leave you motivated to take control of your financial future and live a life full of purpose and meaning. This episode is a must-listen for anyone interested in retirement and retirement planning, offering valuable insights and practical advice to help you navigate your financial journey and achieve a secure and fulfilling retirement. Whether you’re just starting to think about retirement or are deep into retirement planning, Kim’s wisdom will guide you towards a more meaningful and financially stable future.

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Disclaimer: The views, thoughts and opinions expressed within the podcast are those of the author / speaker(s) and not those of any company within the Capital International Group (CIG) and as such are neither given nor endorsed by CIG. Information in this podcast does not constitute investment advice or an offer or an invitation by or on behalf of any company within the Capital International Group of companies to buy or sell any product or security or to make a bank deposit. Any reference to past performance is not necessarily a guide to the future. The value of investments may go down as well as up and may be adversely affected by currency fluctuations. CIG, its clients and officers may have a position in, or engage in transactions in any of the investments mentioned. Opinions constitute views as at the date of publication and are subject to change.Regulated investment activities are undertaken by Capital International Group Limited's licensed member companies. Capital International Limited and Capital Financial Markets Limited are licensed by the Isle of Man Financial Services Authority. Capital International Limited is a member of the London Stock Exchange. CILSA Investments (Pty) Ltd (FSP No. 44894) trading as Capital International SA, is licensed by the Financial Sector Conduct Authority in South Africa. All subsidiary companies across both jurisdictions are represented under the Capital International Group brand.

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