4 episodes

Known for making the complex simple, the cornerstone of Manisha Thakor’s work is a concept she calls “MoneyZen,” a joy-based approach to personal finance rooted in simplicity, freedom and abundance. As the Director of Wealth Strategies for Women at Buckingham and the BAM ALLIANCE, and the co-author of two critically acclaimed personal finance books for women, Manisha is an ardent financial literacy advocate. As a member of the firm’s investment policy committee, Manisha is passionate about identifying socially responsible investment strategies consistent with an evidenced-based philosophy. Manisha earned her MBA from Harvard Business School in 1997 and her BA from Wellesley College in 1992. She is also a CFA charterholder and a CFP® professional. Her work has been featured in numerous national media outlets ranging from The Wall Street Journal and CNBC to Real Simple and The Dr. Oz Show. With this podcast series Manisha will be interviewing a wide range of experts to help women and families learn tools and techniques to redefine their relationship with money and create financial lives aligned with their unique personal core values. Manisha lives in Portland, OR where she revels in the stunning outdoor beauty of the pacific northwest and the amazing third wave coffee scene. Her personal website is MoneyZen.com

The MoneyZen Podcast Manisha Thakor

    • Business

Known for making the complex simple, the cornerstone of Manisha Thakor’s work is a concept she calls “MoneyZen,” a joy-based approach to personal finance rooted in simplicity, freedom and abundance. As the Director of Wealth Strategies for Women at Buckingham and the BAM ALLIANCE, and the co-author of two critically acclaimed personal finance books for women, Manisha is an ardent financial literacy advocate. As a member of the firm’s investment policy committee, Manisha is passionate about identifying socially responsible investment strategies consistent with an evidenced-based philosophy. Manisha earned her MBA from Harvard Business School in 1997 and her BA from Wellesley College in 1992. She is also a CFA charterholder and a CFP® professional. Her work has been featured in numerous national media outlets ranging from The Wall Street Journal and CNBC to Real Simple and The Dr. Oz Show. With this podcast series Manisha will be interviewing a wide range of experts to help women and families learn tools and techniques to redefine their relationship with money and create financial lives aligned with their unique personal core values. Manisha lives in Portland, OR where she revels in the stunning outdoor beauty of the pacific northwest and the amazing third wave coffee scene. Her personal website is MoneyZen.com

    Episode 34: Demystifying Planning & Paying For College - with Dave Ressner, Wealth Advisor

    Episode 34: Demystifying Planning & Paying For College - with Dave Ressner, Wealth Advisor

    Today’s guest, Dave Ressner, wealth advisor at Buckingham Strategic Wealth, joins us to demystify the world of “planning for college costs.” We discuss everything from how to identify what is the “right” (priced!) school for your child to attend to how expected family contribution is calculated and a whole host of topics in between. Topic include what information financial aid applications ask, how income and assets impact one’s eligibility for financial aid and even what Dave is doing himself as a parent to prepare his household for college costs. If you are interested in making sense out of the twisted knot that can be the process of selecting and paying for college, this is one episode you won’t want to miss.

    • 37 min
    Episode 33: Divorce, Unveiling The Unspoken Truth – with Stacy Francis

    Episode 33: Divorce, Unveiling The Unspoken Truth – with Stacy Francis

    In today’s podcast Francis Financial CEO & Savvy Ladies Founder Stacy Francis discusses insights from her 2017 white paper, Unveiling The Unspoken Truth: The Financial Challenges Women Face During And After Divorce. This wide-ranging conversation covers the study’s insights about women’s relationship to money before, during, and after divorce to the 4 most common paths to divorce (litigation, mediation, collaborative and arbitration) to common pitfalls to avoid in the divorce process. Whether you are an individual woman contemplating divorce (or just wanting to education yourself about good financial habits in a healthy marriage) or are a financial professional working with women going through this transition, Stacy’s insights have something for everyone.

    • 44 min
    Episode 32: This Is How We Rise - with Claudia Chan

    Episode 32: This Is How We Rise - with Claudia Chan

    In this episode S.H.E. Summit founder, serial entrepreneur, and nationally acclaimed advocate for gender equality, Claudia Chan, joins us to discuss her new book, THIS IS HOW WE RISE. In our wide-ranging discussion we touch on the current gender status quo, how gender equality can alleviate injustices across the world, and what we can do to get there. Claudia specifically uses the term gender equality as opposed to women’s empowerment as she is passionate about the positive role that men play in this new paradigm. We also delve into the 13 foundation pillars of personal leadership as presented by Claudia in her book: purpose, vision, faith, resilience, energy, productivity, humility, gratitude, grace community, self-love, courage, and mindfulness. An inspiring conversation, indeed!

    • 43 min
    Episode 31: The Green Money Journal's 25th Anniversary - with Cliff Feigenbaum

    Episode 31: The Green Money Journal's 25th Anniversary - with Cliff Feigenbaum

    In this episode, sustainable responsible impact (“SRI”) investing pioneer, Cliff Feigenbaum, shares with us all sorts of insights as his Green Money Journal celebrates its 25th anniversary. Cliff’s mission is to “influence capital” from the stock market to the supermarket and help people make financial decisions that are in line with their personal values. We start our conversation with a brief overview of what the world of SRI investing is all about. Cliff shares with us the 4 most important questions that SRI investing helps an individual address. Then we dive into some specific take-aways that Cliff has observed from theme oriented issues of the Green Money Journal around: women & investing, millennials & investing, sustainable agriculture, clean water, and green building. If you are interested in issues around creating a sustainable future, this is an episode you won’t want to miss!

    • 27 min

Customer Reviews

Rubykaye ,

A great podcast with a feminist twist

Manisha does not turn away from the hard questions yet she presents topics that appeal to both sexes. It’s very popular to shy away from feminist topics, yet she faces them without calling them “feminist” in a way that will free persons to find a way to have a better and more realistic relationship with money.

Hart486 ,

Great podcast

I am going online immediately to buy this book!

Wealthwomen ,

Review

Alice Finn was phenomenal on MoneyZen. I am going to buy her book immediately!

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