About this episode

Jean Chatzky interviews Ann, a 63-year-old preschool director, about her intentional spending and financial planning for her future.

What does it actually look like to spend just $400 in a week… intentionally, joyfully, and with a clear-eyed plan for the future? This week on A Week in Her Wallet, Jean sits down with Ann, a 63-year-old Early Childhood Director from upstate New York, who is on a mission to build what she calls her "rich enough old lady future self." Ann brings in over $100k a year, but her spending week clocked in at under $400, not because she's depriving herself, but because she's figured out exactly what she values and what she doesn't. From homemade iced coffee and Sunday meal prep to a cleaning splurge she refuses to apologize for, Ann's week is a masterclass in intentional money. In this episode, Jean and Anne talk about: The "All About Me" account Anne created to spend guilt-free — and why it changed her relationship with money How a scarcity mindset from childhood still shows up today, even after buying window treatments she saved two years for Why Ann went from DIY-ing her investments to hiring a financial advisor, and why she calls it the best money she's ever spent Her paid-off Honda, "the green lady," and what shifting from luxury cars taught her about values Navigating finances in a…

People in this episode

Host: Jean Chatzky

Guest: Ann

Topics covered

• personal finance
• intentional spending
• financial planning
• money mindset
• retirement savings

Keywords

• intentional spending
• financial advisor
• money values
• scarcity mindset
• retirement planning

Mentioned in this episode

Organizations: Honda

Places: upstate New York

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