November 2016
[QUESTIONS]
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MoneyZen Newsletter
In this monthly newsletter, I strive to bring you inspiration and information to help you simplify your finances and simplify your life.

Warmly, Manisha

As the Director of Wealth Strategies for
Women at Buckingham Strategic Wealth and The BAM ALLIANCE, I work with individuals and families to help them find financial calm and confidence. Watch the video to the right to learn more!

Looking for a trusted financial advisor? I can help. Click here to learn more about the Buckingham team or reach out to me directly at MoneyZen to be put in touch with a fee-only, fiduciary advisor in The Buckingham Family.
"There are no right answers to wrong questions."
- Ursula K. Le Guin

 
It's begun - holiday season! A common question that comes up at parties (at least in the Unites States, being poor form to do so in some other countries...) is "So, what do you do?"

Increasingly this question is making me bristle, reinforcing as it does the highly limiting notion that the core of our being is what we do for a living. I used to try to shut the conversation down with a generic, "I work in financial services" and then pivot to asking the questioner, "So, how are you connected to [insert host / event name]?" Recently I've been experimenting with a slightly different answer: "I'm part of a team that helps people clarify and craft their financial futures. So, what is bringing you the most joy in life these days?" The resulting conversations have been WAY more interesting.

It's also made me realize how vitally important asking the right questions can be. For most of my career I've focused on trying to provide answers. As I head into the new year, however, I'm going to be focusing much more on asking better questions. To kick this project off, I've just launched The MoneyZen Podcast, which you can subscribe to for free on iTunes.

My goal with this podcast is to help us ask ourselves better questions about money and meaning in our lives. To that end I'll be interviewing a wide range of experts and thought leaders to help listeners figure out what kinds of tweaks, adjustments or major left turns they can make to bring more sparkle into their lives. Initial episodes contain something for everyone:
  • Interested in navigating "awkward money conversations"?  Learn 3 financial life hacks from Harvard Business School professor Michael Norton to do just that.
  • Want to understand more about what socially responsible investing really involves? Hear HoneyBee Capital CEO Katherine Collins present the ABCs of SRI & ESG.
  • Looking to step deeper into your own day-to-day financial power? Hear what Smart Mom, Rich Mom author Kimberly Palmer and Finding Your Financial Path author Stuart Vick Smith have to say in their new books.
  • Contemplating divorce?  I hope not! But if so, you'll want to know what family lawyer & Divorce In Peace co-founder Laura Roach and Buckingham advisor Katie Keary, CDFA, each have to say.
  • Looking to craft the next chapter of your life?  Hear what gems Dr. Rich Feller of Colorado State University has to share about "growing and giving."
Upcoming episodes will include a Q&A with the Executive Director of the Women's Foundation of Oregon, Emily Evans, about a fascinating new report on the status of women & girls called "Count Her In" and a wide ranging discussion with the President of Transamerica's Center for Retirement Studies, Catherine Collinson, about the state of women and retirement in America. Please subscribe or download The MoneyZen Podcast from iTunes and join me on this journey of asking more meaningful questions!

- To your MoneyZen, Manisha



 

New York Magazine: "I Just Got A Big Deal Job; How Can I Look The Part Without Going Broke?"

The Wall Street Journal: "The Biggest Money Mistakes We Make By Decade"

New York Magazine: "I Can't Stop Overspending; How Can I Budget Myself?"

Chelsea Krost: "What I Wish I Knew About Money - How Millenials Are Staying Financially Fit"


 
Interesting articles that caught my eye this month...

Why Women Aren't Making It To The Top of Financial Services Firms - Harvard Business Review

5 Questions To Weigh When At A Career Crossroads - The Behance Crew at 99U

The Dying Business of Picking Stocks - The Wall Street Journal

Want To Be Happier? Neuroscientists' 4 Part Rx For Happiness - Susan Clark of Heartspark

99% of Actively Managed US Funds Underperform  - Financial Times

 
"The Five Big Questions" - financially speaking!
Manisha loves Carl Richards’ drawings because she firmly believes that the best investment ideas should be simple enough to explain on a cocktail napkin! BehaviorGap.com illustrations used with permission.
About Manisha

Manisha Thakor, CFA, CFP®, and her Buckingham colleagues provide evidence-based wealth management to families across the country. An ardent advocate of financial literacy for women, Manisha is passionate about providing the financial wisdom that women and families need to redefine their relationship with money. 

Manisha is the co-author of two critically acclaimed personal finance books: On My Own Two Feet: A Modern Girl’s Guide to Personal Finance and Get Financially Naked: How to Talk Money with Your Honey. Her work has been featured in a range of national media outlets, including CNN, PBS, NPR, The Today Show, Rachel Ray, The New York Times, The Wall Street Journal, The Boston Globe, The Los Angeles Times, Real Simple, Women’s Day, Glamour, Cosmopolitan, Essence and Women's Health.

Manisha earned her bachelor’s degree from Wellesley College in 1992 and her MBA from Harvard Business School in 1997. She lives in Portland, Oregon, where she joyfully revels in the amazing coffee/foodie scene and stunning beauty of the Pacific Northwest.

About MoneyZen

Manisha's "MoneyZen" work is an outgrowth of her quest to identify simple, joyful methods that we can all use to feel calmer and more balanced in our relationship to money. Despite the abundance of educational resources on personal finance, many struggle to find financial sanity, security and serenity because they're overwhelmed and confused. We need fresh wisdom to break out of the cycle of despair and create lives of abundance. Enter: MoneyZen.

  Connect with Manisha
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