Wise Money Moves podcast

22:42

Bob Stobener , a seasoned leader celebrated for his adept communication skills, has a unique perspective on improving communication as a means to foster understanding and collaboration. Drawing from his creative background in cartooning and strategic advertising at a successful comedy club, Stobener believes that effective communication is essential not only for resolving conflicts but also for enhancing personal and professional growth. He emphasizes the importance of listening and forming genuine connections, demonstrating how these practices can lead to positive outcomes, as seen in his ability to guide team members toward fulfilling career paths. By advocating for open and honest dialogue, Stobener illustrates how strong communication skills can support individual success and organizational excellence across various industries. (00:01:52) Communication Skills: Comedy Club to Corporate Success (00:14:21) Transparent Interactions: The Foundation of Leadership Success (00:14:21) Transformative Impact of Transparent Leadership Communication (00:19:41) Mastering Communication Skills for Multifaceted Success Hosted by Larry Wilson Produced by: Verbal Ninja Productions Producer: R. Scott Edwards Sponsored by: The Wilson Method **Check out NEW upgraded website with FREE offer !! Visit: https://theWilsonMethod.com Link: TheWilsonMethod.com…

Wise Money Moves

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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-earned wisdom and unique outlook with their listeners.

12 episodes

Wise Money Moves

updated 5 years ago

Series home•Feed

12 episodes

All episodes

Wise Money Moves

1
Talking About Money 23:03

5 years ago23:03

23:03

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! 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.…

Wise Money Moves

1
Staying on Track 21:15

5 years ago21:15

21:15

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.…

Wise Money Moves

1
Common Investment Mistakes 22:00

5 years ago22:00

22:00

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.…

Wise Money Moves

1
Your Money Strategy 21:48

5 years ago21:48

21:48

Wise Money Moves

1
Gender and Money 21:40

5 years ago21:40

21:40

Wise Money Moves

1
Your Professional Money Team 21:36

5 years ago21:36

21:36

Wise Money Moves

1
Who do you listen to? 25:01

5 years ago25:01

25:01

Wise Money Moves

1
Cash Flow Practicalities 25:19

5 years ago25:19

25:19

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. This is a long term holistic approach to help you stay awake and curious about how you use, save and earn your money. Knowing how to keep track of spending is the foundation of an empowered financial life. Make it simple. Keep it real. Watch it grow.…

Wise Money Moves

1
Cash Flow Connections 20:08

5 years ago20:08

20:08

Wise Money Moves

1
Start Where You Are 28:51

5 years ago28:51

28:51

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 their tools and architecture to create your own personal power plan. You will feel more confident, supported and empowered after listening to their insights and valuable guidance. Meet Your Hosts 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: As the brainchild and community outreach arm of Sophia Financial Group , Sophia Wealth Academy has a two-fold mission: to share wise, credible knowledge and to build the monetary muscles of their community so they can wield their economic power with confidence and strength. To learn more visit: https://sophiawealthacademy.com/ Thanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode 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 podcastIf 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.…

Wise Money Moves

1
How Much Is Enough? 21:52

5 years ago21:52

21:52

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 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. One step at a time!…

Wise Money Moves

1
Wise Money Moves 32:18

5 years ago32:18