Sophia Wealth Academy Blog

Achieving an Empowered Retirement

| Financial Planning

When and how we retire has changed substantially over the years, currently, the goal is all about achieving an empowered retirement. But what does that mean exactly? According to Kamal Basra, co-founder of Sophia Financial Group, it is about having freedom, choices, independence, and more importantly enough income to feel financially secure in your retirement ...

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Financial Basics for Youth

| Financial Planning

Becoming financially literate is a big step for most individuals but learning financial basics for youth, might at times seem like learning a foreign language. However, with the right information, tools, and resources, Philip Wong believes that young people have the power to take control of their own financial future. Philip, who is a Portfolio ...

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Talking About Money – Simple Tools to Help Start the Conversation.

| Tools, Talks & Resources

As an award-winning marketer and communications strategist, Sandy Gerber firmly believes that while talking about money is important and necessary; many people don’t always know where to start. “It’s about the conversation,” she says. “Connecting with others is easier when your message connects to your listener’s emotional needs.” “It’s about the conversation.” Sandy, whose mission ...

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