Wise Money Moves
Wise Money Moves
Apr 14, 2020
Talking About Money
Play • 23 min

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/

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