TV CLIPS, WEB SEGMENTS, RADIO SPOTS, AND PODCASTS
- Digital Marketing for Financial Planners Podcast: Ep. 22: Off Time Management
- Digital Marketing for Financial Planners Podcast: Ep. 21: Moving Beyond AUM and Finding HENRYs
- The I Love D.I. Podcast: Ep. 58: Interview With Sophia Bera
- Wisconsin Public Radio: Financial Planning Tips For Millennials
- The Gen Why Lawyer Podcast: Ep. 101: What to Do With Your Lawyer Money with Financial Planner Sophia Bera
- Life Skills That Matter Podcast: Ep. 099: Building Your Financial Runway for Self-Employement With Sophia Bera
- The Entrepreneur House Podcast: Ep.197: What Should the Younger Generation Do With Their Money? And Media Hacking ~ Sophia Bera
- Financial Advisor Success Podcast: Ep 012: Delivering Profitable Financial Planning To Millennials For A Monthly Retainer Fee With Sophia Bera
ONLINE
- InvestmentNews: What really deters women from staying in the financial advice profession
- Business Insider: Ask a Financial Planner: ‘Should I refinance my student loans, even though I have less than $10,000 to go?’
- Business Insider: Ask a Financial Planner: Does it ever make sense to raid your 401(k) to pay off a debt?
FEATURED
- BBC Capital: The unfair stigma surrounding millennials and their money
- CNBC: Want to live happily ever after? Talk about money
- CNN Money: 8 money mistakes new parents should avoid
- MorningstarAdvisor: Investing in Youth
- CNBC: Unexpected ways to use those Roth IRA contributions
- The Wall Street Journal: Tips on Picking a Roth IRA for Your Teen
- Business Insider: 7 things people think are terrible for their finances that actually aren’t
- CNBC: A move to Arkansas helped this couple pay off a $60,000 debt
- CNBC: How to hack your HSA: It’s not just for medical costs anymore
- NBC Better: 3 Ways to Ease the Pain of Back-to-School Costs
- Capital Ideas: How Millennials Can Plan for Retirement in the Age of the Gig Economy
- CNBC: Half of millennials share two stressful views about money
- Student Loan Hero: You’ll Probably Live to 100 — Which Means You Need to Save for Retirement Now
- CNBC: Switching jobs? Don’t forget that 401(k) plan
- Business Insider: 7 of the dumbest things people do with their money before they buy a home
- Simply Insurance: 30 Financial Experts Reveal How To Invest Life Insurance Proceeds
- MintLife Blog: Can I Afford It? Big Toys Edition
- CBS News: How do you save for retirement as a freelancer?
- MarketWatch: ‘Math isn’t so hard’ for women post backfires for financial planning organization
- Investor’s Business Daily: Reliable Ways To Recruit Stars To Your Firm
- CNBC: 4 hacks to stretch your summer vacation budget
- CNBC: No wonder people cry at weddings, with costs like these
- CNBC: Here’s what the average American would do with a $10,000 windfall
- The Penny Hoarder: Here’s a Simple Guide to Everything You Need to Know About Roth IRAs
- uexpress: Tips for Debt-Wary Young Homebuyers
- Business Insider: 10 things you can learn about money in 10 minutes that will change your life
- MarketWatch: Why some financial advisers use someone else to manage their own money
- Good: Here’s How Millennials Can Fix Their (Scrambled) Nest Eggs
- Business Insider: 7 things people think are terrible for their finances that actually aren’t
- Business Insider: 7 pieces of homebuying advice you can’t afford to ignore
- Business Insider: A financial planner explains why starting a new job is the best time to negotiate salary
- The Day: Buying a home before age 30
- attn: A Quarter of U.S. Workers Have Less Than $1,000 for Retirement
- MarketWatch: How advisers can hire — and keep — young employees
- Rep Cap Media: 5 Reasons to Use Content Marketing for Financial Services
- Advisor Websites: Sophia Bera: Women in the Financial Industry
- Mic: The 10 commandments for financial success: Follow these rules and grow richer
- CNBC: Millennial money myths: The young still like their greenbacks
- CNBC: Millennial money myths: The truth about homes, cars and ownership
- CNBC: The best way to set your kids up for financial success is one most people overlook (also published by Yahoo Finance UK)
- Cosmopolitan: 4 Money Rules You Should Stop Following ASAP
- The College Investor: Ellevest Review: A Robo-Advisor for Women
- Coveteur: How to loan money to a friend
- attn: The Biggest Money Mistakes You’ll Make in Your 30s and How to Avoid Them