Ep 154: Invest Like A Woman

HerMoney with Jean Chatzky

Jean Chatzky Her Money

Investing, Business

4.7 • 1.5K Ratings

🗓️ 27 March 2019

⏱️ 34 minutes

🔗️ Recording | iTunes | RSS

🧾️ Download transcript

Summary

Building off of last week’s “Women With Money” episode that focused on how and why more of us should be investing in addition to our retirement accounts, we’re with investing expert Manisha Thakor. She’s VP of financial wellbeing at Brighton Jones and host of the "true WELLth podcast." We discuss the psychology of investing, the difference between active versus passive investing styles and best practices for working with financial advisors. In Mailbag, we answer your questions on closing credit cards without hurting your credit, whether it's a smart move to help a boyfriend's family with student loan debt and the complications that can ensue come tax time. Plus: Our Thrive segment is courtesy of one of our amazing listeners, Pam, who emailed us a few weeks back after Episode 149, in which we talked about the new rules of resume writing. Her advice will help your resume get seen! P.S. Jean’s new book, “Women With Money,” hits stands this week! Order yours today at WomenWithMoneyBook.com. Learn more about your ad choices. Visit megaphone.fm/adchoices

Transcript

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0:00.0	You're listening to an airwave media podcast.
0:04.0	Her money is supported by Fidelity Investments. We want you to demand more from your money,
0:17.0	so start by knowing what you own and what you owe we'll help you take the next step at
0:21.0	Fidelity.com slash demand more now.
0:24.0	Her money comes to you through PRX. Hey everybody it's Jean Chatsky.
0:38.0	Welcome to Her Money so a few episodes ago at the very beginning of the year we spoke with
0:45.8	fidelity's Kathy Murphy on how nearly three quarters of women are planning to
0:51.9	take steps this year to make our money work harder for us.
0:57.3	This was a finding that came out of Fidelity's 2018 Women and Investing Study. It also found that nearly half of women
1:05.3	are currently investing in stocks and bonds
1:07.6	outside of our retirement accounts and emergency funds.
1:12.2	That is a wonderful, wonderful start, but our goal is to make that
1:17.8	number bigger and we are starting today by talking with investing expert and long-term
1:26.3	financial literacy advocate for women. Manisha Tancore.
1:30.0	Manisha is a CFA, she's a CFP, she's got a lot of letters that go along with her name.
1:36.2	She's also VP of Financial Well Being at Brighton Jones, which is a Seattle-based high net worth management firm.
1:44.8	And she's got her own podcast.
1:46.4	It's called The True Wealth Podcast,
1:49.5	and she spells wealth, W-E-L-T-H. I'm telling all of you that so you can find it on Apple Podcasts.
1:57.0	Manisha, thanks for being here.
1:59.0	Oh, Jean, it's such a pleasure to be with you in person.
2:02.0	In person, I know I'm so happy to have you in the studio.
	...

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