Cover art for podcast Wise Money Moves

Wise Money Moves

13 EpisodesProduced by Tracy Theemes Kamal BasraWebsite

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 wo… read more

episodes iconAll Episodes

Farewell

February 22nd, 2024

0:39

An important message from RadioPublic

Talking About Money

April 14th, 2020

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 …

Staying on Track

March 31st, 2020

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 …

Common Investment Mistakes

March 17th, 2020

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 …

Your Money Strategy

March 3rd, 2020

21:48

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 …

Gender and Money

February 18th, 2020

21:40

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 …

Your Professional Money Team

February 4th, 2020

21:36

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 …

Who do you listen to?

January 21st, 2020

25:01

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 …

Cash Flow Practicalities

December 6th, 2019

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 …

Cash Flow Connections

November 29th, 2019

20:08

It’s Cashflow Connection Day on Wise Money Moves. Everyone just loves to track spending right? In this episode, you will learn to follow your numbers …

Start Where You Are

November 22nd, 2019

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 …

How Much Is Enough?

November 15th, 2019

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 …

Wise Money Moves

November 1st, 2019

32:18

Kamal Basra and Tracy Theemes, discuss their backstories and the motivations that helped them become the financial dynamos behind their successful …

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