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Start Where You Are
Manage episode 246761426 series 2572587
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 our financial lives. Use their tools and architecture to create your own personal power plan. You will feel more confident, supported and empowered after listening to their insights and valuable guidance.
Meet Your Hosts
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:
As the brainchild and community outreach arm of Sophia Financial Group, Sophia Wealth Academy has a two-fold mission: to share wise, credible knowledge and to build the monetary muscles of their community so they can wield their economic power with confidence and strength.
To learn more visit: https://sophiawealthacademy.com/
Thanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode 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 podcastIf 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.
12集单集
Manage episode 246761426 series 2572587
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 our financial lives. Use their tools and architecture to create your own personal power plan. You will feel more confident, supported and empowered after listening to their insights and valuable guidance.
Meet Your Hosts
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:
As the brainchild and community outreach arm of Sophia Financial Group, Sophia Wealth Academy has a two-fold mission: to share wise, credible knowledge and to build the monetary muscles of their community so they can wield their economic power with confidence and strength.
To learn more visit: https://sophiawealthacademy.com/
Thanks for listening!Thanks so much for listening to our podcast! If you enjoyed this episode 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 podcastIf 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.
12集单集
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