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Gen Y Planning

Financial Planning for Millennials

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Careers and Entrepreneurship

How to Avoid Burnout as a Small Business Owner

Entrepreneurship is huge for millennials. Many of my clients run their own businesses, side hustles, or are thinking about quitting their day job to live the life of an entrepreneur. I’ve long since given up a commute and a cubicle for the freedom to work from anywhere in the world. Follow any business guru on social media and you’ll be bombarded with messages about how the hustle is worth it when … [Read more...] about How to Avoid Burnout as a Small Business Owner

How a Decision Matrix Can Help You Make Big Choices With Confidence

Adulthood also means making choices, from small decisions like what to eat for dinner, to bigger ones like which work project to begin tackling first. And making a choice can be scary! What if you make the wrong one? Some consequences aren’t a big deal, like deciding to try a new restaurant and not liking it. All you have to do in that case is never go to that restaurant again. But the prospect of … [Read more...] about How a Decision Matrix Can Help You Make Big Choices With Confidence

How Simplifying Your Life Can Save You Mental Energy (and Money)

Any time you move to a new city or travel for awhile, it gives you a new perspective on your life. I just returned from doing a bit of both. A few months ago, I finished my lease on my apartment in Austin, sold off much of my stuff, and put the rest in storage. I spent a month each living in Santiago, Chile; Lima, Peru; Medellin, Colombia; and Mexico City as part of a Remote Year program, and now … [Read more...] about How Simplifying Your Life Can Save You Mental Energy (and Money)

I’m Scared to Spend Money, But I Make Six Figures

I’ve spoken to so many successful millennials who earn a comfortable salary and save and invest a healthy amount. Yet they still hoard cash like their luck is about to run out, or are racked with fear whenever faced with a chance to spend on something that isn’t essential to survival. They’re so afraid to spend money! While the media is talking about millennials spending all their money on … [Read more...] about I’m Scared to Spend Money, But I Make Six Figures

The Top 5 Gen Y Planning Blog Posts of the Year

Nothing inspires my writing more than what my clients and readers (like you!) ask me about. Since I started my blog, your questions, like your lives, have become more complicated. I want to highlight the most popular blog posts of the past year, because they cover some meaty topics that I know many of you are wondering about right now. Just in case you missed them the first time, here they are … [Read more...] about The Top 5 Gen Y Planning Blog Posts of the Year

Ask Gen Y Planning: How Do I Become an Amazing Advisor?

This question was submitted by a reader! Do you have a money question you’d like Gen Y Planning to answer in a future blog post? Submit it to genyplanning.com/askgyp. What is your best advice for someone like me (23 years old, almost a CFP) who is wanting to be the best advisor they can be? First of all, bravo for finishing your CFP by 23! That’s such a huge advantage to get started early. … [Read more...] about Ask Gen Y Planning: How Do I Become an Amazing Advisor?

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I'm Sophia! And I'm not your father's financial planner. I work virtually with clients across the country to help them navigate through big life changes and reach their goals. I'm also a foodie, a true crime junkie, and a lover of karaoke. Let's chat! Click here >>

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