6 episodi

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 Tracy Theemes & Kamal Basra

    • Investimenti

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.

    Who do you listen to?

    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.

    • 25 min
    Cash Flow Practicalities

    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.

    • 25 min
    Cash Flow Connections

    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.

    • 20 min
    Start Where You Are

    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.

    • 28 min
    How Much Is Enough?

    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.

    • 21 min
    Wise Money Moves

    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.

    • 32 min

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