Wise Money Moves Tracy Theemes & Kamal Basra

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.

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.”

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.”
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.
 
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.
 
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.
To learn more visit: https://sophiawealthacademy.com/

Thanks for listening!
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.
Do you have some feedback or questions about this episode? Leave a note in the comment section below!
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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 how you are managing yourself, as much as what is going on
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.”
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.”
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.
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.
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.
To learn more visit: https://sophiawealthacademy.com/ Thanks for listening! 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.
Do you have some feedback or questions about this episode? Leave a note in the comment section below!
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.
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.
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.

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.

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.”

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.”
 
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.
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.
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.
To learn more visit: https://sophiawealthacademy.com/

Thanks for listening!
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.
Do you have some feedback or questions about this episode? Leave a note in the comment section below!
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. 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. 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.

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.
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.”

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.”
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.
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.
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.
To learn more visit: https://sophiawealthacademy.com/

Thanks for listening!
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.
Do you have some feedback or questions about this episode? Leave a note in the comment section below!
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. 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. 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.

What is the truth about gender and finance? And what is just old school sexist nonsense? 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. Listen in as Tracy and Kamal take apart some myths and eliminate the dark shadows that may be getting in the way of you being a financial powerhouse.
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.”

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.”
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.
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.
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.
To learn more visit: https://sophiawealthacademy.com/
Thanks for listening!
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.
Do you have some feedback or questions about this episode? Leave a note in the comment section below!
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. 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. 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.

Where can I turn to for help? We hear this question from so many people who are trying to achieve their goals. 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. Finding your next advisor requires a whole new designation in itself! But listen in – we will help you figure it out!
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.”

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.”
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.
 
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.
 
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.
To learn more visit: https://sophiawealthacademy.com/

Thanks for listening!
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.
Do you have some feedback or questions about this episode? Leave a note in the comment section below!
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. 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. 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.