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.
Wise Money Moves
Claim This Podcastby Tracy Theemes & Kamal Basra
5.0(1 reviews)
12 episodes
Updated Daily
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Podcast Overview
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.
Language
🇺🇲
Publishing Since
11/1/2019
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Recent Episodes
April 14, 2020
Talking About Money
<p class="p1"><span class="s1">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. If it can be talked about, it can be fixed.</span></p> <p class="p3"><span class="s1"><br /> <strong>Kamal Basra, BSc, CFP</strong></span></p> <p class="p3"><span class="s1">Co- Founder, Sophia Financial, Financial Advisor</span></p> <p class="p4"> </p> <p class="p3"><span class="s1">Data driven, fact checking, translator of complex economic info into understandable plans, champion for diversity and fairness …</span></p> <p class="p3"><span class="s1">“Numbers matter. People matter.”</span></p> <p class="p3"><span class="s1"><br /> <strong>Tracy Theemes, MA, CFP</strong></span></p> <p class="p3"><span class="s1">Co- Founder, Sophia Financial, Financial Advisor</span></p> <p class="p4"> </p> <p class="p3"><span class="s1">Motivator, truth seeker, wisdom sharer, protector of those who are vulnerable and champion for those who try…</span></p> <p class="p5"><span class="s1">“It’s not about the numbers but the stories we tell ourselves about those numbers.”</span></p> <p class="p1"><span class="s1"><strong>About Sophia Wealth Academy:</strong></span></p> <p class="p3"><span class="s1">From our first day in business at<a href="http://www.sophiafinancialgroup.com/"> Sophia Financial Group</a>, we made two promises: to deliver honest, effective financial advice with portfolio management services; and to be a source of financial education and empowerment for women.</span></p> <p class="p4"> </p> <p class="p3"><span class="s1">We give one day a week of pro bono financial advice to anyone, regardless of their economic circumstances and we host free financial workshops in our offices and in the community.</span></p> <p class="p4"> </p> <p class="p5"><span class="s1">We are committed to delivering the highest level of service as professionals as well as having a positive social and economic impact in our community and with the people we serve.</span></p> <p class="p6"><span class="s2">To learn more visit: <a href= "https://sophiawealthacademy.com/"><span class= "s3">https://sophiawealthacademy.com/</span></a></span></p> <p class="p1"><span class="s1"><br /></span><span class= "s4"><strong>Thanks for listening!</strong></span><span class= "s1"><br /> Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.</span></p> <p class="p1"><span class="s1">Do you have some feedback or questions about this episode? Leave a note in the comment section below!</span></p> <p class="p1"><span class="s4"><strong>Subscribe to the podcast</strong></span><span class="s1"><br /> If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe from the podcast app on your mobile device.</span></p> <p class="p1"><span class="s1"><br /></span><span class= "s4"><strong>Leave us an Apple Podcast review</strong></span><span class="s1"><br /> Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.</span></p>
March 31, 2020
Staying on Track
<p class="p1"><span class="s1">Once you’ve decided on your investment strategy, how do you know if you are successful? In this podcast, Kamal and Tracy discuss how to develop the metrics and processes that will measure success, on YOUR terms. Knowing in advance how you will oversee your on-going strategy as well as manage the ups and downs allows you to relax. Peace of mind is often a function of <strong>how</strong> you are managing yourself, as much as what is going on</span></p> <p><span class="style-scope yt-formatted-string" dir="auto">Kamal Basra, BSc, CFP Co- Founder, Sophia Financial, Financial Advisor Data driven, fact checking, translator of complex economic info into understandable plans, champion for diversity and fairness … “Numbers matter. People matter.”</span></p> <p><span class="style-scope yt-formatted-string" dir="auto">Tracy Theemes, MA, CFP Co- Founder, Sophia Financial, Financial Advisor Motivator, truth seeker, wisdom sharer, protector of those who are vulnerable and champion for those who try… “It’s not about the numbers but the stories we tell ourselves about those numbers.”</span></p> <p><span class="style-scope yt-formatted-string" dir="auto">About Sophia Wealth Academy: From our first day in business at Sophia Financial Group, we made two promises: to deliver honest, effective financial advice with portfolio management services; and to be a source of financial education and empowerment for women.</span></p> <p><span class="style-scope yt-formatted-string" dir="auto">We give one day a week of pro bono financial advice to anyone, regardless of their economic circumstances and we host free financial workshops in our offices and in the community.</span></p> <p><span class="style-scope yt-formatted-string" dir="auto">We are committed to delivering the highest level of service as professionals as well as having a positive social and economic impact in our community and with the people we serve.</span></p> <p><span class="style-scope yt-formatted-string" dir="auto">To learn more visit:</span> <a class= "yt-simple-endpoint style-scope yt-formatted-string" dir="auto" spellcheck="false" href= "https://www.youtube.com/redirect?v=wwNrDrBKDk0&event=video_description&q=https%3A%2F%2Fsophiawealthacademy.com%2F&redir_token=Ktd-0NjcdhBm9OzFzGDFTcBm-qF8MTU4NTg3MTAwNkAxNTg1Nzg0NjA2" target="_blank" rel= "nofollow noopener">https://sophiawealthacademy.com/</a> <span class="style-scope yt-formatted-string" dir="auto">Thanks for listening! Thanks so much for listening to our podcast!</span></p> <p><span class="style-scope yt-formatted-string" dir="auto">If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.</span></p> <p><span class="style-scope yt-formatted-string" dir="auto">Do you have some feedback or questions about this episode? Leave a note in the comment section below!</span></p> <p><span class="style-scope yt-formatted-string" dir= "auto">Subscribe to the podcast If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher.</span></p> <p><span class="style-scope yt-formatted-string" dir="auto">You can also subscribe from the podcast app on your mobile device. Leave us an Apple Podcast review Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated.</span></p> <p><span class="style-scope yt-formatted-string" dir="auto">They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.</span></p>
March 17, 2020
Common Investment Mistakes
<p>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 like taking on too much or not enough risk. 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.</p> <p><br /> <strong>Kamal Basra, BSc, CFP</strong></p> <p>Co- Founder, Sophia Financial, Financial Advisor</p> <p>Data driven, fact checking, translator of complex economic info into understandable plans, champion for diversity and fairness …</p> <p>“Numbers matter. People matter.”</p> <p><br /> <strong>Tracy Theemes, MA, CFP</strong></p> <p>Co- Founder, Sophia Financial, Financial Advisor</p> <p>Motivator, truth seeker, wisdom sharer, protector of those who are vulnerable and champion for those who try…</p> <p>“It’s not about the numbers but the stories we tell ourselves about those numbers.”</p> <p> </p> <p><strong>About Sophia Wealth Academy:</strong></p> <p>From our first day in business at<a href= "http://www.sophiafinancialgroup.com/"> Sophia Financial Group</a>, we made two promises: to deliver honest, effective financial advice with portfolio management services; and to be a source of financial education and empowerment for women.</p> <p>We give one day a week of pro bono financial advice to anyone, regardless of their economic circumstances and we host free financial workshops in our offices and in the community.</p> <p>We are committed to delivering the highest level of service as professionals as well as having a positive social and economic impact in our community and with the people we serve.</p> <p>To learn more visit: <a href= "https://sophiawealthacademy.com/">https://sophiawealthacademy.com/</a></p> <p><br /> <strong>Thanks for listening!</strong><br /> Thanks so much for listening to our podcast! If you enjoyed this episode and think that others could benefit from listening, please share it using the social media buttons on this page.</p> <p>Do you have some feedback or questions about this episode? Leave a note in the comment section below!</p> <p><strong>Subscribe to the podcast</strong><br /> If you would like to get automatic updates of new podcast episodes, you can subscribe to the podcast on Apple Podcasts or Stitcher. You can also subscribe from the podcast app on your mobile device.</p> <p><strong>Leave us an Apple Podcast review</strong><br /> Ratings and reviews from our listeners are extremely valuable to us and greatly appreciated. They help our podcast rank higher on Apple Podcasts, which exposes our show to more awesome listeners like you. If you have a minute, please leave an honest review on Apple Podcasts.</p>
12 total episodes available
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- What is Wise Money Moves?
- How often does this podcast release new episodes?
This podcast updates daily.
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This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
No, this podcast does not typically feature guests.
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