4.5 • 775 Ratings
🗓️ 8 August 2023
⏱️ 53 minutes
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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, purchase New York. |
0:26.6 | Please stay tuned for important disclosure information at the conclusion of this episode. |
0:32.7 | Hi, and welcome to the Longview. I'm Christine Ben's Director of Personal Finance and Retirement Planning |
0:38.0 | for Morningstar. Jeff is on vacation this week, so it's just me today. Today on the podcast, |
0:43.6 | we welcome back author and financial educator Manisha Tocor. Manisha's new book is called Money Zen, |
0:50.2 | The Secret to Finding You're Enough. She's also the founder of Money Zen, a financial education |
0:56.1 | consultancy. In addition to her latest book, Manisha is the co-author of two books with Sharon Kedar, |
1:02.6 | on my own two feet, published in 2007 and updated in 2013, and Get Financially Naked, which came out in |
1:10.0 | 2009. |
1:11.8 | Prior to founding Money Zen, Manisha was vice president of financial well-being at Brighton Jones. |
1:17.1 | Before that, she was Director of Wealth Strategies for Women at Buckingham Strategic Wealth. |
1:22.5 | Earlier in her career, Manitia held positions at several investment management firms, including Fayes-Sarrafam, |
1:29.2 | Sands Capital Management, and Adelanda-Sosnuff Capital. |
1:34.1 | Minitia is a chartered financial analyst and a certified financial planner. She received her |
1:39.0 | bachelor's degree in American Studies from Wellesley College and her MBA from Harvard Business |
1:43.8 | School. |
1:46.4 | Manisha, welcome back to the Longview. |
1:49.8 | Christine, it's always wonderful to get to chat with you. |
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