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Вміст надано Tracy Theemes and Kamal Basra. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Tracy Theemes and Kamal Basra або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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Talking About Money

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Manage episode 258888763 series 2572587
Вміст надано Tracy Theemes and Kamal Basra. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Tracy Theemes and Kamal Basra або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

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.

  continue reading

12 епізодів

Artwork
iconПоширити
 
Manage episode 258888763 series 2572587
Вміст надано Tracy Theemes and Kamal Basra. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією Tracy Theemes and Kamal Basra або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.

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.

  continue reading

12 епізодів

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