How To Find Your Money Zen – An Interview With Manisha Thakor
Money Tree Investing
Money Tree Investing Podcast
4.6 • 658 Ratings
🗓️ 23 February 2024
⏱️ 66 minutes
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Summary
This week we discuss how to find you money zen. The combination of financial health and emotional wealth will result in a powerful, research-based framework for getting off the hamster wheel of 24/7 striving so you can start to live a life fueled by authentic joy, connection, and meaning.
We discuss... How to cope with financial trauma, cultural norms, societal influences and evolutionary biology. Join us to see how this can positively impact your life.
Today's Panelists:
- Kirk Chisholm | Innovative Wealth
- Barbara Friedberg | Barbara Friedberg Personal Finance
- Phil Weiss | Apprise Wealth Management
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Transcript
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| 0:00.0 | Welcome to the Money Tree Investing Podcast. |
| 0:04.0 | Stock market, wealth, personal finance, value stocks, invest in your life. |
| 0:10.0 | Hello, Smart Money Tree Podcasts listeners. |
| 0:13.0 | Welcome to this week's show. |
| 0:14.0 | My name's Kirk Chisholm and I'll be your host. |
| 0:16.0 | So this week we're interviewing Minisha Thakor. |
| 0:19.0 | How you know today, Minisha? I'm doing great, Kirk. Thanks for |
| 0:22.4 | having me on. Great. Well, thank you for coming on the show. Maybe you could tell the audience a little bit |
| 0:27.4 | about your background before we begin. I'm 53 years old, and I've spent the past 30 years working in |
| 0:33.1 | financial services. I spent the first 15 years as a by-side equity analyst and portfolio manager |
| 0:40.4 | overseeing large corporate accounts. And then 15 years into that, I switched gears and started |
| 0:47.8 | focusing on advising high net worth individuals. And then most recently, I have left that chapter and moved into my board chapter of the |
| 0:56.3 | work. And I sit on the independent mutual fund board at Lincoln Financial Group. And I have a Harvard |
| 1:02.5 | MBA, a CFA, and a CFP. Well, let's talk about it a little bit about your work. So we got you in the show |
| 1:08.2 | because in the show, we talk a lot about investing and what's |
| 1:13.3 | going on in the world and how people can be better investors. And we also like to talk about the |
| 1:18.5 | emotional side of money, as I call it, because it doesn't get enough airtime in many places. |
| 1:23.8 | And I think it's probably one of the most important things that we can focus on. |
| 1:27.7 | So tell us about your work. You've done a lot of work to help educate people about their money. |
| 1:33.6 | So what are some of your findings? Like what are some of the most surprising things you've found |
| 1:37.0 | when you've done a lot of your research? |
| 1:39.2 | The most surprising thing I have found is that even when you educate people on good financial hygiene, |
... |
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