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Manisha Thakor, Finance Speaker

Manisha Thakor

    • Personal Finance Expert and Author
Fee Range

$10,000 - $15,000

Travels From

New Mexico

Manisha Thakor's - Personal Finance Expert for Women - Demo

Manisha Thakor's - Personal Finance Expert for Women - Demo

Manisha Thakor is a highly sought after speaker and media commentator on the subject of personal finance. Audiences consistently rave about her authentic, upbeat, and straight-from-the-heart style of discussing personal finance.

As the founder of the Women’s Financial Literacy Initiative, Manisha teaches, writes, and speaks about the basics of personal finance for women. With the triple force of an MBA from Harvard Business School, she had the experience of building and running a $6 billion money management business. With her “girl next door” personality, Manisha is noted for her unique ability to stand with one foot on Wall Street and one foot on Main Street. Manisha’s core message is “Learning and acting on basic financial lessons early and often starting in your 20s, 30s, 40s and 50s will successfully place you on the path to financial nirvana.” Manisha teaches a highly regarded online personal finance class called “Money Rules” at Sympoz.com and is a Financial Fellow at Wellesley College.

She blogs about personal finance at Forbes and is the co-author of two critically acclaimed personal finance books: ON MY OWN TWO FEET and GET FINANCIALLY NAKED. When asked why she focuses her energy on working with women, Manisha is quick to point out that the technical basics of Personal Finance 101 are essentially the same for both genders. However, she feels it is vital for women to grasp these concepts as early in life as possible, as statistically speaking, the vast majority of men die married while the vast majority of women die single. As such, women quite literally are the ones left holding the bag. And the bag is not a pretty one. For two-thirds of women over the age of 65, meager Social Security payments are their primary source of income.

Manisha Thakor’s financial literacy advocacy work has been featured in print and online publications such as: The New York Times, Reuters, Smart Money, Huffington Post, Glamour, and Real Simple. Manisha’s national TV and radio appearances include CNN, CNBC, PBS’ Nightly Business Report, NPR and The Rachael Ray Show. Previously, Manisha spent 15 years working in the financial services industry. At various points in her career Manisha has worked as an analyst, portfolio manager and client relations executive at SG Warburg, Atalanta/Sosnoff Capital, Fayez Sarofim & Co., and Sands Capital Management.

Manisha lives in Santa Fe, NM with her husband. To book Manisha Thakor call Executive Speakers Bureau 901-754-9404

MoneyZen: The Art & Craft of Financial Well-Being
For so many of us the mere thought of dealing with our personal finances is enough to make us cringe. Imagine what life would feel like if the opposite were true – if each time you thought of your money you felt deep calm, clarity and confidence! That is the goal of this talk. When women embrace financial well-being as part of their definition of overall well-being, magical things start happening for her, her family, and her community. Audiences will learn why personal finance is a source of stress for so many (even those with “plenty”), a powerful rule of thumb to engage in healthy spending going forward, and a unique tool call “joy-based spending” to help you squeeze more happiness out of each dollar you spend.

The Five Things Every Woman Should Know About Her Investment Portfolio
Investing on the surface can seem remarkably complex. In reality there are 5 things to know about your investment portfolio that will drive the vast majority of your financial success. In this surprisingly fun and easy to understand presentation audiences will learn: the importance of fees, the two main types of investment philosophies, a powerful framework for asset allocation (choosing the mix of investments in your portfolio), the importance of simplicity when it comes to “diversification”, and how to find an investment advisor who you feel you can truly trust.

Can I Afford To Retire?
Studies show the vast majorities of Americans have never tried to calculate how much money they need to save in order to support themselves in retirement. At the same time studies also show that those who have the highest odds of being able to successfully, joyfully retire are those who have either worked through this exercise on their own or with the help of a financial professional. As a result many people just put this dry (and potentially dreary!) topic on the back burner. Audiences in this lecture will do the opposite. They will leave with a clear understanding of the various pieces that go into answering this question and concrete action plan to understand how to get the answer to this question for their specific circumstances.

 

OWN YOUR FINANCES, OWN YOUR LIFE
Learn the Five Power Steps to Financial Success
Do you want to live your life from a position of financial strength? Do you want to have financial choice, freedom, and power? If so, this talk is for you. During this session you will learn both tactical tips and mental frameworks that you can use to make the most of your hard earned money going forward. Specifically you will:

Hear us roar! We’ll kick off the session with a review of empowering, eye-opening statistics about working women in America today
Learn what 7 out of 10 Americans are doing wrong with their money…. and how you can avoid this pitfall with the money you are earning
Learn which 5 items will likely consume 50% of your lifetime earnings… and how you can make smart decisions about them
Find out if you (& other family members you may be responsible for) are on financial track… and if not, what to do about it
Get practical tips on how to more effectively communicate about money with your mate… especially if you are bringing home the bulk of the bacon.
Appropriate audiences: Women of any age

 

Speaking Topics:

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