Wise Money Moves

Kamal Basra and Tracy Theemes, financial dynamos behind their successful advisory firm in Vancouver, BC (SophiaFinancial.ca). How did they combine their social agenda of promoting economic equality with the pressures and responsibilities of investment management? How do they succeed in this crazy world of media hype and the ever unpredictable capital markets? Join these two wild women as they let you inside their inspiring, empowering world of finance. Listen closely as they share their hard-earned wisdom and unique outlook with their listeners.

Talking About Money 04/14/2020

Talking About Money It is time to make the shift and have some open conversations about money. Talking about our finances does not have to be this guilt ridden, taboo subject that fills our heart with dread and our stomachs with nausea. In this week’s podcast, we explore how social rules and gender language connotations affect our ability to ask for what we want and need. Kamal and Tracy will give practical tips and useful strategies to help you take those first steps into a difficult conversation. /episode/index/show/wisemoneymoves/id/12784079

Staying on Track 03/31/2020

Staying on Track Your Asset Allocation Strategy has now been implemented but how do you determine the success of it all, especially when you are looking at maintain long term investment goal? Tracy and Kamal discuss developing the metrics that will measure success, be it actual financial growth or even emotional stability. Learn the importance of staying on track and reviewing the process on the regularly basis. /episode/index/show/wisemoneymoves/id/13811387

Common Investment Mistakes 03/17/2020

Common Investment Mistakes We all make mistakes. Very few of these errors are irrevocable or fatal. But almost all are avoidable. Kamal and Tracy talk about the most common investment missteps that we all can make. Strong emotions like fear or impatience, can lead to reactive and counter-productive decisions. Too often we rely on unqualified advice, whether it be friends, relatives, or social media. Learn how to identify and avoid these common pitfalls so you can have as smooth a journey to achieving your goals as possible. /episode/index/show/wisemoneymoves/id/13161842

Your Money Strategy 03/03/2020

Your Money Strategy The key to developing a powerful investment strategy is knowing where you want to go. Kamal and Tracy teach us how to determine our financial objectives by looking at three key factors: What are my top three money goals? How much does each one cost and what is the timeline? Once you have these defined you are ready and able to move on to the next step. Learn about developing an asset allocation strategy and the different types of investments that are available to reach your specific goals. /episode/index/show/wisemoneymoves/id/13161809

Gender and Money 02/18/2020

Gender and Money What is the truth about gender and finance? When it comes to talking about women, men, and money, it is hard to see the forest from the trees. We are all bogged down with socio-cultural ideas and expectations that are familiar, often unconscious biases. These insidious beliefs can impede our progress towards a healthy, empowered relationship with our money - and each other. Are these myths and eliminate the dark shadows that may be getting in the way of you being a financial powerhouse. /episode/index/show/wisemoneymoves/id/12783596

Your Professional Money Team 02/04/2020

Your Professional Money Team Where can I turn to for help? There are so many designations and job titles in the world of finance, it makes figuring out who and where to get professional advice from, a daunting and overwhelming task. The Dynamic Duo will outline the major financial professions, and what they can do for you. They will show us who you need, for what, and when. No one can move to the next level of their financial journey without credible, relevant guidance. /episode/index/show/wisemoneymoves/id/12783479

Who do you listen to? 01/21/2020

Who do you listen to? It’s a noisy world out there filled with contradictory opinions and misleading advice. How can you fine tune your ear to hear the wisdom that fits your values and is appropriate for your situation? The viewpoints are often over simplified and can make us feel like we are falling behind and that everyone is smarter than us. Listen to Kamal and Tracy as they help you learn to discern the voices of wisdom so you can grow your money with confidence. /episode/index/show/wisemoneymoves/id/12783191

Cash Flow Practicalities 12/06/2019

Cash Flow Practicalities You are your own boss. Economic power and freedom starts from owning your personal financial situation. We do this by understanding how and when we spend. Tracy and Kamal will walk you through the practicalities and pitfalls of how you measure and track your cashflow. Cash flow is defined as money in and money out. It is not a budget. It is not like a diet meant to constrict your behaviour or punish you for making a wrong turn. /episode/index/show/wisemoneymoves/id/12300131

Cash Flow Connections 11/29/2019

Cash Flow Connections Economic power and freedom starts from owning your personal financial situation.Tracy and Kamal will walk you through the practicalities and pitfalls of how you measure and track your cashflow. Cash flow is defined as money in and money out. It is not a budget. It is not like a diet meant to constrict your behaviour or punish you for making a wrong turn. Knowing how to keep track of spending is the foundation of an empowered financial life. /episode/index/show/wisemoneymoves/id/12221492

Start Where You Are 11/22/2019

Start Where You Are Everyone sits somewhere on the wealth continuum. Your strength is rooted in acknowledging your own reality and building from there. The five step financial planning process guides us through the steps. Listen in as Kamal and Tracy shed humor and wit on how to get through the five key questions that inform and shape our financial lives. Use their tools to create your own personal power plan. You will feel more confident, supported and empowered after listening to their insights and valuable guidance. /episode/index/show/wisemoneymoves/id/12138506

How Much Is Enough? 11/15/2019

How Much Is Enough? Have you ever heard of a wealthy person using the word abundance? They aren’t searching for abundance...or prosperity. They have enough! Enough can be defined by values, as well as by numbers. Tracy and Kamal, our Financial Dynamos wrangle with the idea that enough...is enough! No amount of affirmations will allow us to skip from insufficiency straight to wealth. There are mental, emotional and actionable steps that set us on the path from where we are to where we want to be. It can always be done. /episode/index/show/wisemoneymoves/id/11965814

Wise Money Moves 11/01/2019

Wise Money Moves Kamal Basra & Tracy Theemes, discuss their backstories and the motivations that helped them become the financial dynamos behind their successful firm in Vancouver, BC (SophiaFinancial.ca). How did they combine their social agenda of promoting economic equality with pressures and responsibilities of investment management? How to succeed in this crazy world of media hype and the ever unpredictable capital markets? Join these two wild women as they let you inside their inspiring, empowering world of finance. /episode/index/show/wisemoneymoves/id/11948372

Wise Money Moves

TOPICS