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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 ...
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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 n…
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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 o…
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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 un…
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By Tracy Theemes & Kamal Basra
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By Tracy Theemes & Kamal Basra
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By Tracy Theemes & Kamal Basra
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By Tracy Theemes & Kamal Basra
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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 lik…
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By Tracy Theemes & Kamal Basra
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Every person 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 thei…
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How much is enough for you? 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, a sense of peace, as well as by numbers. Tracy and Kamal, our Financial Dynamos wrangle with the idea that enough...is enough! No amount of affirmations…
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Kamal Basra and Tracy Theemes, discuss their backstories and the motivations that helped them become the 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 …
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