Mar 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 advance how you will oversee your on-going strategy as well as manage the ups and downs allows...
Mar 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 impatience, can lead to reactive and counter-productive decisions like taking on too much or not...
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-cultural ideas and expectations that are familiar, often unconscious biases. These insidious...
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 professional advice from, a daunting and overwhelming task. The Dynamic Duo will outline the...
Dec 6, 2019
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...