Manisha Thakor: Beware of 'Junk Personal Finance'

The Long View

Morningstar

Finance, Dan Lefkovitz, Amy Arnott, Entrepreneurship, Investing Leaders, Jeff Ptak, Investors, Christine Benz, Influential Investors, Careers, Long-term Investing, Financial Services, Business, Investing, Morningstar

4.5 • 775 Ratings

🗓️ 20 July 2021

⏱️ 56 minutes

🔗️ Recording | iTunes | RSS

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Summary

The author and financial educator discusses how social media affects financial well-being, how women can close the wealth gap, and why young people should steer clear of individual stock trading.

Transcript

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0:00.0	At Jackson, we've created a digital retirement planning experience with you and mine.
0:05.5	Visit jackson.com to explore our easy-to-understand resources and user-friendly tools
0:10.1	that are designed to enable financial professionals and clients to plan a path to financial freedom.
0:15.5	Jackson is short for Jackson Financial Incorporated, Jackson National Life Insurance Company, Lansing, Michigan,
0:20.5	and Jackson National Life Insurance Company of New York.
0:23.3	Purchase New York.
0:26.5	Please stay tuned for important disclosure information at the conclusion of this episode.
0:32.9	Hi, and welcome to the Longview.
0:35.0	I'm Christine Ben's Director of Personal Finance for Morningstar.
0:38.5	And I'm Jeff Patak, Chief Ratings Officer for Morningstar Research Services.
0:42.3	Our guest on the podcast today is author and financial educator, Manisha Tocor.
0:47.7	Minisha is founder of Money Zen, a financial education consultancy.
0:52.3	She's also the co-author of two books with Sharon Kidar,
0:55.6	On My Own Two Feet, published in 2007 and was updated in 2013. And Get Financially Naked
1:02.1	came out in 2009. Prior to founding Money's End, Manisha was vice president of financial
1:08.3	well-being at Brighton Jones. Before that, she was director of
1:11.5	wealth strategies for women at Buckingham Strategic Wealth. Earlier in her career, Minisha held
1:17.3	positions at several investment management firms, including Fayyaz Seraphim, Sands Capital Management,
1:23.7	and Atalanta Sosunov Capital. Minicia is a chartered financial analyst and a certified financial planner.
1:30.3	She received her bachelor's degree in American Studies from Wellesley College and her MBA
1:34.8	from Harvard Business School.
1:37.1	Minisha, welcome to the Longview.
	...

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