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Writing
Sophia Bera’s work has been widely featured across various publications, both in print and online, stretching across publishing greats such as InvestmentNews, CNN Money, Huffington Post, Forbes, Business Insider, and more. Check out the online list below to read some of her recent articles.
Recognition
- ETF Report: Next Wave Of Financial Advisors
- Investment News: 40 Under 40, 2015
- Market in Motion Blog via FMG Suite: Engaging Millennials with Sophia Bera
- Financial Advisor: 10 Young Advisors to Watch
- Yahoo! Finance: 10 Of The Best Personal Finance Experts On Twitter
- Brightscope: Top Social Influencers in the United States
- Investment News: 20 financial advisers to follow on Twitter
- MoneyUnder30: Top Financial Advisors for Millennials
TV Clips, Web Segments, Radio Spots, Podcasts, and Tweetchats
- Investor in the Family Radio: Sophia Bera – Gen Y Planning: Personal Finance for Millennials
- This Weird Thing Called Life Podcast: Financial Planning for Millennials With Sophia Bera of Gen Y Planning
- Tropical MBA Podcast: A 10 True Clients Business Model Case Study
- The Champion Entrepreneur: Episode 42: Not Your Father’s Financial Planning
- Hear Say Social Podcast: #HSonAir Podcast: An Interview with Sophia Bera of Gen Y Planning
- FPPad Bits and Bytes: March 20 Episode
- Radical Personal Finance: Bringing Financial Planning to Gen Y
- Smart and Simple Matters Podcast: How to Align Your Money, Values, and Dreams with Sophia Bera
- Gen Y Success Show: (GYSS #15) Sophia Bera – Financial Planning 101 For Millennials, Paying Off Debts, Founder of GenY Planning
- How to do Your 20s: Episode 39: Money and Financial Planning for Gen Y
- Prosperity Place: Episode TPS116: Financial Planning for Gen Y’s with Sophia Bera
- Modern Life Insurance Selling Podcast: Building a Profitable Business Around Gen Y with Sophia Bera
- XYPN Radio: Episode 3: The Career of Sophia Bera – From Actress to Firm Owner
- So Money Podcast: Episode 235: Sophia Bera
- So Money Podcast: Episode 255: Ask Farnoosh + Sophia
Online
- Business Insider: Ask a Financial Planner: ‘What Should I Do With the Savings Bonds My Grandparents Gave Me?’
- Business Insider: Ask a Financial Planner: ‘Should I Pay Off My Mortgage Early?’
- Advice IQ: 4 Tips to Negotiate a Raise
- Advice IQ: Beating the Fear of Spending (Repost)
- AOL’s Daily Finance: How to Rock Your Career Regardless of Your College Major
- AOL’s Daily Finance: 6 Actions to Take Today to Take Control of Your Finances
- AOL’s Daily Finance: Are You Sleeping On a Cash Stash? Wake Up and Invest It
- The Seattle Times: Don’t miss out on a chance to save some money
- AOL’s Daily Finance: 4 Ways Entrepreneurs Can Better Manage Their Money
- AOL’s Daily Finance: Are You Afraid to Spend Money?
- AOL’s Daily Finance: 3 Ways to Get a Job You Love
- AOL’s Daily Finance: 5 Ways to Simplify Your Finances in 2015
- Personal Finance Cheat Sheet: 4 Steps to Successfully Negotiate a Raise (Syndicated)
- Advice IQ: 4 Tips to Negotiate a Raise (Syndicated)
- AOL’s Daily Finance: Stop Budgeting! Do This Instead
- Advice IQ: Setting Up An Emergency Fund In 3 Easy Steps
- Advice IQ: Why to Simplify Your Life (also published in USA Today) (Syndicated)
- MSN News: Haven’t Turned 30 Yet? You Can Still Save $1.4 Million Before Retirement (also published on The Motley Fool)
- CNBC: Moochers no more, millennials are helping out their parents
- Lexington Herald-Leader: Sophia Bera: Avoid the 2-income trap (also published on Advice IQ)
- Advice IQ: How the Young Find Insurance (also published on Nasdaq.com)
Featured
- Investopedia: Top Social Media Tips for Financial Advisors
- Fortune: Brokers and Advisors Fight for Millennials’ Money
- Money: What to Do When Your Parents Want to Borrow Money
- Financial Advisor IQ: Rise of RobosPush Advisors to Reposition Practices
- Thrillist: The Dumbest Investment Moves You Can Make
- ETF Reference: 101 ETF Investing Tips From the Experts
- Forbes: 10 Steps To Millennial Financial Success
Lifehacker: How To Save For Retirement While Getting Out Of Debt - Gorman and Jones Law: 30 Experts Reveal Their Favorite Personal Finance Tools
- Bankrate: Jean Chatzky: Maximize Job Benefits
- Red-Eye Chicago: Advice for a Chicago college student working at minimum wage
- Co-Op Credit Unions: Things We Do that Sabotage Our Goals (And How to Stop Doing Them)
- Daily Worth: How to Budget When You Don’t Have a Steady Paycheck
- The Reformed Broker: 40 Under 40: “Tremendous Potential in the Financial Advice Industry”
- Financial Planning: Smart Way to Make Serving Gen Y Profitable
- Club Thrifty: Learn How to Become a Millionaire with These 7 Secrets
- Yahoo! Finance: Should You Take a Social Networking Approach to Investing?
- Recruiter.com: Will Student Debt Ruin Millennials’ Retirement Plans?
- USA Today: Gen Y spurning life insurers’ pitches
- Pathway Financial Planning: Expert Tips on Building Wealth for Forty Somethings
- Think Advisor: 5 Steps to Help College Graduates With Student Debt
- Yahoo! Finance: Second-home real estate play is hot-for now
- Yahoo! Finance: 4 Common Student Loan Problems & How to Deal With Them (also published on HuffPo Financial Education)
- The Motivated Millennial: Millennial Spotlight: Sophia Bera
- The Bold Italic: Here’s How to Be a Baller by Your 40s
- Investment News: 20 financial advisers to follow on Twitter
- Metro: Does your Uber ride count as a tax deduction?
- Yahoo! Finance: 10 Of The Best Personal Finance Experts On Twitter
- MarketWired: BrightScope’s Top Social Influencers in the United States
- Bankrate: 5 worst money blunders made by millennials
- The Simple Dollar: What Is a Fee-Only Financial Advisor?
- XY Planning Network: Learn More About Money: Top Financial Tips from 28 Leading Experts
- Lifehacker: Debt vs. Retirement: Figure Out Which to Focus on with the 6% Rule (Syndicated)
- Forbes: Debt vs. Retirement: How Much To Put Toward Each
- Yahoo! Finance: Financial planning options for the 99 percent
- Chicago Tribune: New book urges Gen Y to take control of finances
- Diaries of a Wandering Lobster: Book Review: What You Should Have Learned About Money, But Never Did
- Business Insider: Here Are the 5 Factors That Determine Your Credit Score
- Business Insider: Here’s the Key to Choosing Between Two Common Retirement Accounts
- Business Insider: Many Of Us Forget To Insure Our Most Valuable Asset (also featured on Business Insider UK and Yahoo! Finance)
- Bankrate: 5 Money Tips for College
- Trade Rush Review: 50+ Experts Share Money Mistakes Young People Make in Their 30s
- The Wall Street Journal: A Financial Checklist for 20-Somethings
- Fidelity: 5 Financial Milestones to Reach During Your 20s
- The Washington Post: 5 Financial Milestones to Reach in Your 20s
- Bankrate: Young people getting a grip on saving
- Investopedia: 5 Ways Millennials Are Investing for Retirement
- Yahoo! Finance: How to Save for Retirement at Your First Job
- ETF Report: Not Your Father’s Financial Advisor
- Business Insider Australia: Financial planners share the smartest decisions they have seen clients make with their money
- Refinery29: How to Deal When Your Friends Make More Money
- Business Insider: Financial planners share their best advice to help you start growing your wealth (also published on MSN Money)
- Investopedia: 4 Things High-Net-Worth Millennials Want
- InsuranceNewsNet.com: How Robos Handled Their First Major Market Challenge (subscription required)
- Vice: A Millennial’s Guide to Planning for Retirement
- Minneapolis Star Tribune: Want sound financial advice? Skype or tweet a millennial
- GOBankingRates: 10 Money Mistakes a Financial Planner Can Find in 10 Minutes
- Bankrate: 7 money lessons from celeb roommates
- Calculate My Wealth: This Isn’t Your Father’s Financial Planner: Q&A With Sophia Bera
- Investment News: 10 #FinCon notables for advisors to follow on Twitter
- Yahoo Finance: New startup makes stocks as easy to buy as gift cards
- Millennial Money: Financial Planners for Millennials
- Thrillist: A Terrified Person’s Guide to Investing
- MarketWatch: Young women are living at home at record levels