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Gen Y Planning

Financial Planning for Millennials

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Press Archive: 2013

Interested in interviewing Sophia? Please schedule a call and she’ll be happy to chat with you!

Podcasts

  • Suitcase Entrepreneur: Intro for Episode 67

Online

  • AOL’s Daily Finance: Investing 101: What Is a Mutual Fund?
  • Chelsea Krost Blog: Wanna Have a Million Dollars? Start Early
  • AOL’s Daily Finance: 8 Ways My Theater Degree Helps Me Succeed as a Small Business Owner
  • Advice IQ: Smart Finances for the Young
  • Forbes: How 2-Income Newlyweds Combine Their Money (Repost)
  • AOL’s Daily Finance: 5 Podcasts That’ll Help You Think Like an Entrepreneur
  • InvestmentNews: 10 Things I Learned at #FinCon13
  • AOL’s Daily Finance: Financial Planners vs. Financial Bloggers: Same Goals, Different Advice
  • Advice IQ: How the Young Find Insurance (Repost)
  • Advice IQ: Avoid the 2-Income Trap (Repost)
  • Advice IQ: 401(k) or Roth IRA? (Repost)
  • TheStreet: 5 Ways Financial Planners Beg You to Fire Them (Repost)
  • Advice IQ: Planners Red-Flag Remarks (Repost)
  • Advice IQ: Retirement Planning for Gen Y? (Repost)
  • Advice IQ: Planning for Your Lifestyle (Repost)
  • TheStreet: You Should Invest Like a Girl (Repost)
  • Advice IQ: Save Now for the Holidays (Repost)
  • LearnVest: How Does a High-Yield Checking Account Work
  • Advice IQ: Why to Invest Like a Girl (Repost)
  • LearnVest: Personal Escrow 101: What You Need to Know
  • Advice IQ: Conquering Student Debt (Repost)
  • DoughRoller: 5 Places to Invest Your Cash
  • PT Money: How to Talk About Money With Your Honey
  • LearnVest: What Is the AMT? The Alternative Minimum Tax – Explained
  • DoughRoller: Planning a Wedding without Starting Your Marriage In Debt
  • LearnVest: How Do You Rebalance an Investment Portfolio?
  • MoneyUnder30: 6 Financial Planning Tips for Grads; a.k.a. What You Wish You Knew at 23!
  • DoughRoller: Tips and Tricks to Save Money on Travel
  • Yahoo: How she bought a house at 21, and why she regrets it (Repost)
  • Aol: What I Wish I Had Known When I Bought a House at 21 (Repost)
  • Forbes: How I Bought a House at 21 and Why it was a Mistake (Repost)
  • LearnVest: How I Bought a House at 21 and Why it was a Mistake
  • Huffington Post: Why I Would Never Buy A New Car (Repost)
  • Forbes: Why I Would Never Spend Money on a New Car (Repost)
  • LearnVest: Money Mic: Why I would Never Buy a New Car

Featured

  • Campus Times, University of La Verne: Millennials Face Uncertain Financial Futures
  • Forbes: 13 Money Mistakes to Stop Making By Year’s End
  • GoGirl Finance: How to Save for the Holidays in 6 Weeks
  • Forbes: 6 Tough Choices for Millennials – And How to Make Them
  • InvestmentNews: Stay Ahead of the News with Social Media 
  • Business Insider: 6 Smart Ways to Combine Finances with Your Partner (Repost)
  • Less Annoying CRM: Case Study – Gen Y Planning
  • Credit Card Insider: Ask the Experts: Money Management for Young Professionals
  • CNN Money: Why Millennials Need to Get Over Their Fear of Stocks
  • Forbes: Portfolio Careers Are the New Job Security: 3 Steps to Protect Your Finances
  • 60-Day MBA: Personal Finances for Entrepreneurs (Video)
  • MarketWatch: 10 Things the Intern Won’t Tell You
  • InvestmentNews: Turning ‘Friends’ Into Clients
  • CEO Blog Nation: Why Did You Start Your Business? Week of August 4th
  • Interview with Leah Manderson: Sophia Bera, CFP(r), On Her New Biz, Money Tips for Gen-Y and Real Estate Regrets
  • Manilla: Teaching Your Kids Saving Habits
  • Forbes: New Grads, Here’s How To Keep Your Costs Low
  • Forbes: New Grads, Here’s How To Spend Your Money Every Month
  • Forbes: New Grads, Here’s What To Do With Your First Paycheck
  • Refinery29: 9 Easy Steps To Make Your Credit Score Shine
  • Forbes: 10 Questions To Ask When Choosing A Financial Advisor
  • FoxBusiness: Which Costs More: Being Single or Married? (Repost)

PRESS ARCHIVES

  • Coverage from 2017
  • Coverage from 2016
  • Coverage from 2015
  • Coverage from 2014
  • Coverage from 2013
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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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