Author of MoneyZen (Harper Business)
Manisha Thakor, CFA, CFP® is the Founder of MoneyZen.com, a financial wellbeing consultancy, and content hub. A 25-year veteran of the financial services industry, she earned her MBA from Harvard Business School and her BA from Wellesley College.
An ardent financial literacy advocate for women, Manisha has authored two critically acclaimed personal finance books for young women in their 20s and 30s: On My Own Two Feet and Get Financially Naked. She also serves on the Board of The National Foundation for Financial Education and is on faculty at the Omega Institute’s Women’s Leadership Center.
Manisha’s work has been featured in a wide range of national media outlets including The Wall Street Journal, New York Times, CNN, CNBC, The Today Show, The Dr. Oz Show, Women’s Health, and Real Simple. She lives in Portland, Oregon where she revels in both the quirky artisanal coffee scene and stunning Pacific Northwest nature.
When women embrace financial wellbeing as part of their definition of overall wellbeing, magical things start happening for her, her family, and her community. Audiences will learn why personal finance is a source of stress for so many (even those with “plenty”), a powerful rule of thumb to engage in healthy spending going forward, and a unique tool called “joy-based spending” to help you squeeze more happiness out of each hard-earned dollar you spend.
Investing on the surface can seem remarkably complex. In reality, there are five things to know about your investment portfolio that will drive the vast majority of your financial success. In this surprisingly fun and easy-to-understand presentation, audiences will learn: the two main types of investment philosophies, a powerful framework for asset allocation, the importance of knowing your all-in fees, the difference between the fiduciary vs. suitability standards, and how to find a trustworthy investment advisor.
The vast majority of Americans have never tried to calculate how much money they need to be able to retire. Audiences will leave this presentation with a clear understanding of how to know what size investment portfolio to strive for, how much to save a year to get to that number, and how they can comfortably afford to spend annually in retirement. We’ll also talk about the various types of investments and accounts that can help you have truly golden years.