April 2017
PROSPER
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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.
"The tragedy of life
is not that it ends so soon,
but that we wait so long to begin it."

- W. M. Lewis
 
What would it feel like to really Prosper?

As we head into spring and all that comes with the changing of the seasons - from spring cleaning to flowers blossoming - this is a question I've been pondering as it comes to money, meaning and life.

Reflecting back over the year so far, the things I remember most, hands down, are experiences...
  • Playing on the floor with my brand new baby nephew (5 months) & his older brother (age 4) and sister (age 2)
  • Ice skating for the first time in 30 (!!) years at a beautiful outdoor Pavilion
  • Dancing around in my living room on a rainy Portland day to exercise videos
... and not expensive ones at that!

When you think about what it means to "Prosper" or live a "Rich Life," what comes to mind?  Is it money, people, love, experiences, joy?

For me it is all of the above.  I've come to think about money as being like "Financial Spanx" - a delightful, quiet undergarment that can make the entire rest of your life flow oh so smoothly. Not because you are so focused on it - but precisely because you are not.

As you are watching the trees and flowers in your neighborhood start to come out of hibernation, this is a great time of the year to ask: what makes YOU bloom and come to life?

And then, as per the drawing below from Carl Richards, to ask yourself what actions steps you need to take to go from idea to reality (and bypass regret!).

- To Your MoneyZen, Manisha


ps: Do you want a life rich with more meaning & purpose? Would you like to be a financial force for good? Do you want to amplify your voice & choices in life? I'm in the early stages of crafting a unique, life-transforming online course called RICH LIFE to teach you all that... and more. If you are interested in learning more, sign up here & as we get closer to launch date I'll give you the full low down -- including the inside scoop on early bird pricing.


 

Oprah Magazine:  "5 Things You Need To Know Before Quitting Your Job"

New York Magazine:  "I Can Afford To Pay Down My Student Loans Faster, But Should I?"

Economic Times of India:  "Women Make Better Investors Than Men"

Forbes:  "Why Busyness Isn't Good Business"

Consumer Affairs:  "Retirement Planners Increase Focus On Women's Challenges"

CheatSheet:  "How Much Money Does the Average American Have In Their Retirement Account?"

Work Your Wealth Podcast with Mary Beth Storjahan:  "Finding Your MoneyZen"

 
Announcing ... The MoneyZen Podcast!

My goal with this podcast series 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.

Click here to subscribe to The MoneyZen Podcast on iTunes.
Interesting articles that caught my eye this month ...

"Taking No Bull; Little Girl Stares Down Wall Street" - Fortune

"Why Yoga Beats Depression" - Daily Mail

"Shareholder Proxies Could Be The New Regulators - The New York Times

"Busy, Busy, Busy; Americans & Social Status" - Quartz

"It's High Time For A Blunt Conversation About Investing & Market Crashes" - CNBC


 
How To Turn Your Wishes Into Reality vs. Regrets
 
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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