From Success to Significance

Life Chapters, Money Choices

Life Chapters, Money Choices
From Success to Significance
Oct 22, 2025 Season 1 Episode 8
Chartered Wealth Solutions

After four decades of auditing balance sheets, Andrew turns the lens inward in this deeply reflective and practical conversation about planning for life beyond the title.

In this episode, Michael Avery and Kim Potgieter sit down with Andrew to explore what it really takes to shift from a career of being important to being important to others. Drawing from Bob Buford’s Halftime, Andrew shares how he approached his retirement with the same forensic intent he brought to the boardroom, from coaching certifications to coffee chats and Land Cruiser dreams.

They unpack:

  • The dangers of postponing retirement planning until it’s too late
  • Why confidence, not just capital, is the biggest risk in transition
  • How to confront deeply embedded money stories around work, worth, and scarcity
  • What it means to curate an epic second chapter with purpose and joy

Whether you're years from retirement or already contemplating your “next,” this episode offers a blueprint for moving from success to significance, intentionally, courageously, and joyfully.

🎧 Tune in. Be brave. Be on purpose.