Wise Money Moves
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.
New to Wise Money Moves?
Here are some great episodes to start with.
Common Investment Mistakes
Season 1 •
Episode 10
Your Money Strategy
Season 1 •
Episode 9
Gender and Money
Season 1 •
Episode 8
Recent Episodes
Talking About Money
April 14, 2020
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…
Staying on Track
March 31, 2020
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 a…
Common Investment Mistakes
March 17, 2020
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 impatie…
Your Money Strategy
March 3, 2020
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…
Gender and Money
Feb. 18, 2020
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-cu…
Your Professional Money Team
Feb. 4, 2020
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…
Who do you listen to?
Jan. 21, 2020
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? Media is often not a good …
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