logo
episode-header-image
Apr 2019
1h 45m

Ep 120: Building A Personal Finance Medi...

MICHAEL KITCES
About this episode

Manisha Thakor is the founder of MoneyZen, a financial literacy and education platform focused on empowering women, and the VP of Financial Wellbeing at Brighton Jones, an independent RIA with $5 billion in assets under management. After following quite a unique path into the industry, Manisha built her own platform to share her message of financial literacy for women through speaking gigs and media appearances—despite being an introvert.

In this episode, Manisha shares what it really takes to build a personal finance brand, as well as how she learned to view her introversion as an asset rather than a hindrance. Listen in to learn how she built her confidence, what she wishes she had known earlier, and how she has remained successful by forming relationships, building connections, and relying on the power of being her authentic self.

For show notes and more visit: https://www.kitces.com/120 

Up next
Apr 21
Ep 486: Lessons Learned from How Mega-RIAs Are Scaling Their People to Support Growth with Lisa Crafford
What does it take to scale an advisory firm from a small practice into a true enterprise? Today's episode offers a deep look at what really happens as firms grow into multi-billion-dollar businesses, including hiring strategies, leadership team growth, and equity strucutres for e ... Show More
1h 29m
Apr 14
Ep 485: Exercises to Help Clients Better Navigate the Transition to Retirement After Having Done It Yourself with Michael Kay
While financial advisors and their clients often focus on creating a succesful retirement income plan, a successful, meaningful retirement goes well beyond dollars and cents. In this episode, we dive into the deeper side of the retirement transition and why many high-performing p ... Show More
1h 30m
Apr 7
Ep 484: Scaling To $1B AUM By Recognizing Your (Rainmaker) Strengths And Delegating The Rest with Jake Falcon
At some point, firm founders often find that their time is divided between attracting new clients and serving current ones (and running their business). This episode explores how it's possible to delegate technical work to a centralized planning team, segment clients by revenue, ... Show More
1h 29m
Recommended Episodes
Oct 2023
Maria Bamford gets personal (about) finance
Note: There is swearing in this episode.In 2017, The University of Minnesota asked comedian Maria Bamford to give their commencement speech. But the University may not have known what it was in for. In her speech, Bamford told the crowd of graduates how much the university offere ... Show More
27m 17s
Apr 2024
Ep442 - Simran Kaur | Girls That Invest: Your Guide to Financial Independence
<p>Globally recognized investor Simran Kaur visits Google to discuss her book "Girls That Invest: Your Guide to Financial Independence through Shares and Stocks." The book is a step-by-step guide to financial independence from the creator of the investing education podcast, Girls ... Show More
1h 5m
Jan 2025
Breaking Down Money Myths | YourRichBFF
<p>In this episode, I sit down with Vivian Tu, aka @YourRichBFF, to talk about her incredible journey from trading equities on Wall Street to becoming a viral financial educator and content creator. Vivian shares how her immigrant upbringing shaped her money mindset, her leap fro ... Show More
24m 55s
Sep 2024
"How I quit the hustle to enjoy life”: Getting Off the Treadmill with a $15m Net Worth
<p>How Do You Stop Hustling When You’ve Already Won?</p><p>Laura Roeder told herself that at $5 million liquid she could live the life she wanted and refocus her life on what matters most: living. Unlike a lot of entrepreneurs who get caught up in the game and keep chasing more, ... Show More
41m 5s
Sep 2025
Iskra Lawrence: From Size Discrimination to Building a Multi-Million Dollar Body Care Brand
Vivian sits down with trailblazing model and entrepreneur Iskra Lawrence for a raw conversation about turning rejection into financial rebellion. They dive into Iskra's journey from facing industry rejection at 13 for not being the "ideal size" to becoming one of the first mid-si ... Show More
57m 22s
Feb 2025
Millionaire Diaries: From Immigrant Roots to Entrepreneurial Success- Marisa's Story
<p>Welcome to Millionaire Diaries, where Sim chats with millionaires from the Friends That Invest community to uncover the secrets behind their success! Get ready to dive into their stories as they reveal how they turned their dreams into millions. From childhood influences to ca ... Show More
48m 1s
Jun 2025
I Let Go of the Hustle. Embraced Feminine Leadership. Built $10M.
127 founders (net worth: ~$1M–$100M+) opened up their personal books. Want to see how your finances stack up? https://www.joinhampton.com/wealth-reportJess Chan scaled to 7 figures fast, then tore it all down. Today, she’s worth ~$10M, spends less than ever, and says profit > rev ... Show More
43m 59s
May 2025
1832: The Financial Advice Every Woman Needs to Hear Right Now
My guest today is one of the most vibrant and necessary voices in personal finance today. Katie Gatti Tassin is the founder of the wildly popular Money with Katie platform and host of the podcast by the same name. She's back on the show with a brand-new book that is as bold as it ... Show More
34m 19s