Our guest on the podcast today is author and financial educator, Manisha Thakor. Manisha is founder of MoneyZen, a financial education consultancy. She's also the coauthor of two books with Sharon Kedar: On My Own Two Feet, published in 2007 and updated in 2013, and Get Financially Naked, which came out in 2009. Prior to founding MoneyZen, Manisha was vice president of financial well-being at Brighton Jones. Before that she was director of wealth strategies for women at Buckingham Strategic Wealth. Earlier in her career, Manisha held positions at several investment management firms, including Fayez Sarofim, Sands Capital Management, and Atalanta/Sosnoff Capital. Manisha is a chartered financial analyst and a certified financial planner. She received her bachelor's degree in American Studies from Wellesley College and her MBA from Harvard Business School.BackgroundBioMoneyZenOn My Own Two Feet: A Modern Girl’s Guide to Personal Finance, by Manisha Thakor and Sharon Kedar.Get Financially Naked: How to Talk Money With Your Honey, by Manisha Thakor and Sharon Kedar.Women in Investing/Financial Planning“The White House Report on Women: 3 Surprising Insights,” by Manisha Thakor, moneyzen.com, March 8, 2011.“Women Are Quitting: How We Can Curb the ‘She-Cession’ and Support Working Women,” by Margie Warrell, forbes.com, Jan. 26, 2021.“The 5 Most Common Mistakes Investors Make,” by Manisha Thakor, moneyzen.com, Oct. 7, 2013.“Growing Up Comfortable With Money,” by Candice Helfand-Rogers, thestoryexchange.org, June 5, 2014.Financial Wellness in Younger Generations and Couples“The Worst Financial Advice to Give to a College Grad,” by Manisha Thakor, wsj.com, June 18, 2015.“Gen X & Gen Y--Dialing Financial 911,” by Manisha Thakor, moneyzen.com, Sept. 29, 2010.“Priceless Financial Advice For Recent Graduates,” by Manisha Thakor, feminist.com.“The Math Behind a Pricey College Degree,” by Manisha Thakor, wsj.com, April 16, 2014.“Don’t Buy a Property Before Saying ‘I Do’,” by Manisha Thakor, wsj.com, Feb. 12, 2014.All Your Worth: The Ultimate Lifetime Money Plan, by Elizabeth Warren and Amelia Warren Tyagi.“What is the 50/20/30 Budget Rule?” by Eric Whiteside, Investopedia.com, Oct. 29, 2020.“The Beauty of a Budget,” by Manisha Thakor, moneyzen.com, March 18, 2013.“The Quiet Wisdom of Saving,” by Manisha Thakor, moneyzen.com, Dec. 8, 2011.“Manisha Thakor on Managing Money in Uncertain Times,” by Kathleen Harris, thecru.com, April 10, 2020.“Teresa Ghilarducci: To Fix Retirement, Expand Social Security,” The Long View Podcast, Morningstar.com, May 19, 2021.Your Money or Your Life: 9 Steps to Transforming Your Relationship With Money and Achieving Financial Independence, by Vicki Robin and Joe Dominguez.“The Marriage of Love & Money: How to Protect Yourself From Financial Heartbreak,” by Manisha Thakor, moneyzen, May 6, 2013.“How to Become a Financially Compatible Couple,” by Manisha Thakor, wsj.com, Feb. 13, 2015.Financial Advice“Finding the Right Advisor: It’s Complicated,” by Jim Pavia, cnbc.com, Jan. 15, 2015.“Reboot Your Finances: A 3-Part Workshop for Women,” with Manisha Thakor, eomega.org.EllevestBettermentXY Planning NetworkMental Health“Slow Down to Do More: ‘Enjoy Life’ With Manisha Thakor,” by Ben Ari, thriveglobal.com, April 24, 2020.“Walking the Tightrope Between Workaholism and Mental Health,” mmlafleur.com, April 5, 2019.
This week on true WELLth, we turn the mic on our host. Manisha Thakor walks us through her own wellness pivot as she heads into retirement. Reflecting on her experience on Wall Street, as a leading fund manager, and a best-selling author, Manisha offers a first-hand account of what constant stress can do to a person both mentally and physically.
#085: Women's smart financial choices for health with Manisha Thakor, MBA, CFA, CFP
The Hormone Prescription with Dr. Kyrin Dunston
Earning money is a good thing but making smart financial choices with that abundance is a whole different story. In times of crisis, making shrewd financial decisions is vital as it impacts your lifestyle, business, and especially your health. MoneyZen Financial Expert Manisha Thakor, MBA, CFA, CFP details what you need to know now to create and protect your financial nest egg for health prosperity and future wellbeing. She offers practical tips for creating a financially free life.Key Notes:Embracing joy-based spendingEssential wisdom about women and money The truth about investingKnowing your stats and how much you need to investHow health and finances are connectedQuotes:“What are the 5 things that are you grateful for that don’t cost anything?” – Dr. Kyrin"Money = Health" “Money gives women voices and choices” Links Mentioned:Manisha’s website – MoneyZen.comCan I Retire? - https://www.amazon.com/Can-Retire-Retirement-Savings-Explained/dp/0981454259 See acast.com/privacy for privacy and opt-out information.
#084: Joy-based spending with part 1 Manisha Thakor, MBA, CFA, CFP
The Hormone Prescription with Dr. Kyrin Dunston
How is your financial health? You might be wondering that a podcast episode is talking about money and finances but truth be told – money is energy and energy is the basis to your physical health. It does and will affect your physical and emotional health!Listen as financial expert Manisha Thakor, MBA, CFA, CFP shares her knowledge about financial and health literacy and achieve joy-based spending. Key Notes:How does money affect your health in all aspects?Be, Do, Have approach when it comes to moneyFinancial and health literacyHealth as expense or investment5 Steps to Financial HygieneQuotes:“The basis to both your physical and financial health is your energetic current.” – Dr. Kyrin“Plan your retirement by preserving your health, not just saving money” – Dr. Kyrin“Don’t spend more than what you can earn.” – Manisha Thakor, MBA, CFA, CFPLinks Mentioned: Manisha Thakor’s website - https://moneyzen.com/ See acast.com/privacy for privacy and opt-out information.
Manisha is a financial powerhouse, with many a TV appearance to her name, who is on the cusp of turning 50 — with so much wisdom to share in her bright, brilliant and thoughtful way. We talk divorce, financial literacy for women, and how visiting family in India + growing up in a money-savvy, feminist family shaped the way Manisha stewards money. Plus, we delve into too-often taboo topics like the impact of mental health on money (including her recent diagnosis), and the similarity between dieting and budgeting.
Manisha Thakor serves as the vice president of financial education at Brighton Jones, one of the nation’s most innovative and rapidly growing wealth management firms. With the firm’s support, she is launching her trueWELLth podcast in March 2019 that will help people shed the flawed equation that wealth = happiness by giving them tools from a wide range of experts on how to redefine success and craft one’s own definition of trueWELLth. Manisha is a Harvard MBA, CFA, CFP, as well as an author/speaker/t
Manisha Thakor is founder of MoneyZen and VP of Financial Wellbeing at Brighton Jones. Manisha explains how she is one of Portland's best kept secrets even though she has written two books that are huge sellers - one called “Get Financially Naked - how to talk money with your honey” and “On my Own Two Feet - a modern girl’s guide to personal finance” and has been featured over 100 times on CNN, CNBC, Fox News, MSNBC, and many more major media players. In this podcast interview, Manisha is amazing at explaining complex personal finance issues into simple terms and explain the emotions behind why we spend and invest the way we do. She talks about the personal connection to how and why she became so passionate about empowering women in gaining confidence in making sound personal finance decisions. Despite her tremendous financial knowledge and success, Manisha has struggled with bipolar and is now a mental health advocate who was able to somehow “push through” her mental health until being properly diagnosed.
The Power of Optimizing Your Life for Enough with Manisha Thakor
The Unmistakable Creative Podcast
In a world drowning in financial debt, it’s becoming difficult for us to manage our spending and our time at work. Manisha Thakor has the solution. Manisha shares her financial wisdom to help us take control of our relationship with money and build a life around our deepest values. In this episode, she talks about joy-based spending, her masterful techniques to paying off credit debt and much more. The question is, how much is enough from a standpoint of happiness?Visit Manisha’s website at www.moneyzen.comTake a listen to the true WELLth podcast, hosted by Manisha ThakorSee acast.com/privacy for privacy and opt-out information.
Manisha Thakor, founder of MoneyZen, Helping Women Better Understand Money
FLAUNT! Find Your Sparkle & Create a Life You Love After Infidelity or Betrayal
Think about this. Women live longer that men. Women take more time away from the workforce caring for the family than men do. And despite much progress, women still do not make as much money, either per hour or over the course of their careers, than men. This means, that unless women are financially iterate, they run the risk of not being adequately prepared for retirement! Manisha Thakor, Founder of MoneyZen, LLC and author of: ON MY OWN TWO FEET: a modern girl’s guide to personal finance and GET FINANCIALLY NAKED: how to talk money with your honey, is passionate about educating women about finances and preparing for their own future. Money does not have to be scary! Good girls DO talk about money. Learning the basics of investing and finance is not difficult. And, NO! A husband is NOT a financial plan!
Ep 120: Building A Personal Finance Media Brand By Focusing On Being Your Authentic Self with Manisha Thakor
Financial Advisor Success
Manisha Thakor is the founder of MoneyZen, a financial literacy and education platform focused on empowering women, and the VP of Financial Wellbeing at Brighton Jones, an independent RIA with $5 billion in assets under management. After following quite a unique path into the industry, Manisha built her own platform to share her message of financial literacy for women through speaking gigs and media appearances—despite being an introvert. In this episode, Manisha shares what it really takes to build a personal finance brand, as well as how she learned to view her introversion as an asset rather than a hindrance. Listen in to learn how she built her confidence, what she wishes she had known earlier, and how she has remained successful by forming relationships, building connections, and relying on the power of being her authentic self. For show notes and more visit: https://www.kitces.com/120