Careers and Entrepreneurship

Online experts

My Favorite Online Experts

by Sophia Bera June 21, 2017

Helping a client with their financial plan involves a lot of conversations about numerical data. We chat about their current net worth, their debts, the amount they have in savings, and their financial goals like buying a home or retiring. My clients are in a phase of life that comes with a ton of change […]

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Building your team

Why Assembling a Rock-Star Team is the Key to Success

by Sophia Bera April 26, 2017

This is part 3 of a 3 part series on a “Behind the Scenes Look at Gen Y Planning.” Feel free to start by reading Part 1 on “How I Built the Kind of Business I Want to See in the World” and Part 2 on “Yes, You Can Run a Business and Still Have […]

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work/life balance

Yes, You Can Run a Business and Still Have a Life! Here’s How

by Sophia Bera April 19, 2017

This is part 2 of a 3-part series on a “Behind the Scenes Look at Gen Y Planning.” Feel free to start by reading Part 1 on “How I Built the Kind of Business I Want to See in the World”. Also, if you’re a financial planner who is interested in finding out about the […]

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Launching Gen Y Planning

A Peek Behind the Scenes at GYP: How I Built the Kind of Business I Want to See in the World

by Sophia Bera April 12, 2017

This is part 1 of a 3-part series on a “Behind the Scenes Look at Gen Y Planning.” If you’re a financial planner who is interested in finding out about the next mentorship program that I’m launching, you can sign up for the wait list here. I just spent a few months coaching other financial […]

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2017 Money Moves

17 Quick & Dirty Money Moves You Can Make in 2017

by Sophia Bera January 11, 2017

It’s a new year, and you are pumped to make some changes to your finances. Only you don’t know where to start and you’re afraid to make a mistake. You’ll totally get around to it, though … once you’re done with a bunch of other chores you just remembered you had to do right now. […]

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Weighing a job offer

Weighing a Job Offer? Look Beyond the Salary

by Sophia Bera July 27, 2016

You’ve been job hunting for months, and you finally receive a job offer. You’re desperate to get out of your current job, and the salary they’re offering looks decent enough, so you should just go for it, right? Eh, maybe. If you think of a job offer as a pie, the salary is but a […]

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Student debt

Is Student Loan Debt Worth It?

by Sophia Bera October 21, 2015

When you’re weighing whether or not to take out loans to complete your education, it’s hard to avoid the news about the student debt crisis. The college class of 2015 was the most debt-laden in U.S. history, with an average debt of $35,000 per student. It begs the question: is all this debt worth it? […]

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job hunting tips

Tips to Improve Your Job Search

by Sophia Bera September 23, 2015

Let’s face it: hunting for a new job can be tough. With so many qualified candidates applying to a limited pool of job openings, it’s common to be rejected in favor of a more qualified applicant. And that’s assuming a company even replies to your application in the first place — which they don’t always […]

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networking made easy

How to Make Networking Come Naturally

by Sophia Bera August 26, 2015

I’ve attended a lot of conferences this year and it’s one of my favorite times to network. I get to hang out with my friends and meet other cool people who share similar interests and goals.. Through conferences, I’ve also landed speaking gigs, new clients, and interviews in the media. This just happened to me […]

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Thumbnail image for 5 Signs It’s Time to Start Your Own Business

5 Signs It’s Time to Start Your Own Business

by Sophia Bera May 6, 2015

Entrepreneurship offers a world of opportunities for those who can manage being their own bosses and running their own businesses. I believe it’s the new job security for my generation. No longer are you at the mercy of your boss — you can take action and create your own work, career, and business. But that […]

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