Hosted by Nishlen Govender | Featuring Citadel Experts
At Citadel, we believe that true wealth is freedom, the freedom to shape your next chapter, the freedom to dream boldly, the freedom to live beyond the ordinary, and beyond expectation. From your first job to building a family, launching a business, or preparing for retirement, every chapter of life presents unique opportunities and financial decisions.
Welcome to The Wealth Journey, a podcast series where we explore life’s milestones and the financial decisions that go along with these with the people who understand them best. Hosted by Nishlen Govender, Portfolio Manager and Investment Strategist at Citadel, this series brings together Citadel experts, who share real, relatable insights to help you take control of your wealth, wherever you are in your journey.
Each episode unpacks a key chapter in life, guided by Citadel’s team of in-house experts. From planning your finances when starting a family, to making strategic investment choices, or planning your legacy in retirement, this is your roadmap for creating and building wealth.
Why listen?
This isn’t just a podcast, it’s a toolkit. We aim to inspire, inform, and guide you through your unique financial journey, while demonstrating why Citadel is more than just a wealth manager; we’re your long-term partner in life.
Whether you're a client, a prospective investor, or simply someone seeking clarity on managing your financial future, The Wealth Journey podcast will leave you informed and more confident in the financial decisions that shape your life.
New episodes are available on www.citadel.co.za, Spotify, Apple Podcasts, and YouTube.
Join the conversation on social media and connect with a Citadel advisor today.
Your wealth journey - guided by Citadel.
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Hosted by Nishlen Govender | Featuring Citadel Experts
At Citadel, we believe that true wealth is freedom, the freedom to shape your next chapter, the freedom to dream boldly, the freedom to live beyond the ordinary, and beyond expectation. From your first job to building a family, launching a business, or preparing for retirement, every chapter of life presents unique opportunities and financial decisions.
Welcome to The Wealth Journey, a podcast series where we explore life’s milestones and the financial decisions that go along with these with the people who understand them best. Hosted by Nishlen Govender, Portfolio Manager and Investment Strategist at Citadel, this series brings together Citadel experts, who share real, relatable insights to help you take control of your wealth, wherever you are in your journey.
Each episode unpacks a key chapter in life, guided by Citadel’s team of in-house experts. From planning your finances when starting a family, to making strategic investment choices, or planning your legacy in retirement, this is your roadmap for creating and building wealth.
Why listen?
This isn’t just a podcast, it’s a toolkit. We aim to inspire, inform, and guide you through your unique financial journey, while demonstrating why Citadel is more than just a wealth manager; we’re your long-term partner in life.
Whether you're a client, a prospective investor, or simply someone seeking clarity on managing your financial future, The Wealth Journey podcast will leave you informed and more confident in the financial decisions that shape your life.
New episodes are available on www.citadel.co.za, Spotify, Apple Podcasts, and YouTube.
Join the conversation on social media and connect with a Citadel advisor today.
Your wealth journey - guided by Citadel.
Episode 2: The Middle: Family, Growth, and Generational Shifts
The Wealth Journey
17 minutes 4 seconds
6 months ago
Episode 2: The Middle: Family, Growth, and Generational Shifts
As we move into the next chapter of The Wealth Journey, host Nishlen Govender sits down with Citadel experts Jodi Suchard (Advisory Partner) and Seugnet Moggee (Fiduciary Specialist) to tackle the complex realities of financial planning in midlife. This episode explores the pivotal and often emotional decisions that shape long-term wealth and legacy.
From rising income levels and the temptation to overspend, to estate planning, trusts, and the challenges of supporting both children and ageing parents, this conversation dives into the real questions many families are quietly navigating. Jodi and Seugnet offer grounded, practical insights, backed by years of experience, on managing wealth across generations, the importance of a well-drafted will, and why your financial strategy should evolve as your family does.
Key Themes Covered:
Why it's never too late to start saving
What happens if you don’t have a will
How to plan financially for divorce or a multi-generational household
The right reasons to consider a trust in today's regulatory environment
The importance of empowering your children to become financially independent
Whether you’re a parent, a partner, or part of the sandwich generation, this episode has valuable advice to help you make confident decisions and protect your legacy.
Watch or listen now on Citadel’s website, Spotify, Apple Podcasts and YouTube.
Join the conversation and connect with a Citadel advisor at www.citadel.co.za
Your wealth journey - guided by Citadel.
The Wealth Journey
Hosted by Nishlen Govender | Featuring Citadel Experts
At Citadel, we believe that true wealth is freedom, the freedom to shape your next chapter, the freedom to dream boldly, the freedom to live beyond the ordinary, and beyond expectation. From your first job to building a family, launching a business, or preparing for retirement, every chapter of life presents unique opportunities and financial decisions.
Welcome to The Wealth Journey, a podcast series where we explore life’s milestones and the financial decisions that go along with these with the people who understand them best. Hosted by Nishlen Govender, Portfolio Manager and Investment Strategist at Citadel, this series brings together Citadel experts, who share real, relatable insights to help you take control of your wealth, wherever you are in your journey.
Each episode unpacks a key chapter in life, guided by Citadel’s team of in-house experts. From planning your finances when starting a family, to making strategic investment choices, or planning your legacy in retirement, this is your roadmap for creating and building wealth.
Why listen?
This isn’t just a podcast, it’s a toolkit. We aim to inspire, inform, and guide you through your unique financial journey, while demonstrating why Citadel is more than just a wealth manager; we’re your long-term partner in life.
Whether you're a client, a prospective investor, or simply someone seeking clarity on managing your financial future, The Wealth Journey podcast will leave you informed and more confident in the financial decisions that shape your life.
New episodes are available on www.citadel.co.za, Spotify, Apple Podcasts, and YouTube.
Join the conversation on social media and connect with a Citadel advisor today.
Your wealth journey - guided by Citadel.
