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Wise Money Moves

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...


Nov 29, 2019

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 with curiosity and kindness and understand the difference between a budget and cash flow. You will start to understand the meaning behind over-spending and how to...


Nov 22, 2019

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...


Nov 15, 2019

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


Nov 1, 2019

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...