Podcast
This American Wallet
Hosted by Annelise Bretthauer, CFP® · ENGLISH
Ever wonder how others make, save and spend their money? This podcast takes an inside look into an individuals finances and talks about ways to make better financial decisions. It is part story and part education. If you have ever been curious to learn how others manage their finances, this podcast is for you!
ABOUT YOUR HOST
Hi, I'm Annelise Bretthauer, a CERTIFIED FINANCIAL PLANNER™ certificant who specializes in financial planning for professionals, executives and entrepreneurs who value health and wellness. Many think you have to already be wealthy to work with a financial planner, this is not true. Working with a planner during the wealth building years of your 20s, 30s, 40s & 50s can help you build wealth faster and achieve your goals sooner. Check out our website to learn more! https://www.riseupfp.com/
12episodes
Episodes
Newest firstAll episodes
First Grade Teacher, Making $54K at Age 27
Sep 1, 202000:36:21Tap to summarizeLearn how this elementary school teacher has managed her finances by focusing on keeping consistency with her expenses. She also talks to us about how she is planning for the future and how she views travel and vacation as two separate things.
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Having Trouble Meeting Your Financial Goals? Try this!
Aug 18, 202000:05:31Tap to summarizeIf you are having trouble meeting your financial goals, you are in good company! It's hard! No skirting around that fact. This mini episode teaches you a new habit to help you meet then exceed your financial goals. Once you are up and running, it will take you less time than waiting for a pot of water to boil!
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Before You Make a Career Change, Think About These Things
Jul 21, 202000:05:21Tap to summarizeA career change is exciting! Taking the leap to change careers takes guts and if done thoughtfully, can bring a new sense of happiness to your life. Before you take the plunge make sure you think about these things.
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Collegiate Track Coach, Making $44K at Age 30
Jul 21, 202000:42:37Tap to summarizeLearn about what it takes to be a collegiate sports coach and how this coach allocates her income to maximize her happiness.
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Before You Buy A House, Think About These 7 Things
Jul 7, 202000:05:38Tap to summarizeBuying a house is part of the classic "American Dream." Just like with any other investment, the price you pay and how long you plan to hold the asset matters. Here are the 7 things you should be thinking about and planning for BEFORE you buy a house.
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Real Estate Agent, Making $230K at Age 28
Jun 30, 202001:00:01Tap to summarizeThis top producing real estate agent teaches us how he plans luxury trips without the luxury price tag. He talks to us about how his upbringing taught him not only how to spend wisely but also how to negotiate - a skill that has served him very well in his real estate career.
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How To Create a Simple and Easy Spending Plan
Jun 16, 202000:05:42Tap to summarizeYeah, yeah, you caught me... Spending plan is just a fancy way of saying budget. But none the less, this technique is easy and simple to implement! Creating a budget doesn't have to be painful.
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Psychology Resident, Making $52K at Age 29
Jun 2, 202000:47:08Tap to summarizeWe are getting an inside look into the financial life of someone who has spent years pursuing higher education. When you've spent so many years living on a student income, how do you know what to do with the additional money when you start earning significantly more? Let's talk about it!
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What is your Money Personality?
May 19, 202000:05:10Tap to summarizePopularized by "The Money Couple," Scott and Bethany Palmer, there are five different money personalities. Which one are you? You may even have two!
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How to Prevent Fear and Anxiety From Reaching Your Wallet
May 5, 202000:06:42Tap to summarizeDo you experience fear and anxiety? If so, you are not alone! Most of us experience fear and anxiety so how do we stop it from impacting our finances? Here are a couple tips and tricks I've learned.
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