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Financial Planning for Millennials

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Press Archive: 2016

TV Clips, Web Segments, Radio Spots, and Podcasts

  • Hack the Entrepreneur Podcast: A Better Way to View Risk | Sophia Bera
  • Business Insider: Live Facebook Video With Sophia Bera
  • John Murphy International: Podcast #24: How Sophia Broke the Rules for Advice Based Businesses
  • CNBC: 3 key steps millennials can take now for financial security later
  • NextFem Podcast: Values Based Financial Planning With Sophia Bera
  • CNBC: When good friends and family give Gen Y bad money advice (also on MSN Money and Yahoo Finance Canada)
  • CNBC: The biggest money mistakes millennials are making
  • Break the Twitch: Smart & Simple Financial Planning Tips with Sophia Bera, CFP®
  • Words + Money Podcast: Episode 029: Retire Rich by Starting Today With Sophia Bera
  • Why Millennials Matter Passion2Action Podcast: How to be in Charge of Your Finances: Financial Planning for Millennials Featuring Sophia Bera of Gen Y Planning
  • Bidsy’s Small Business Society Podcast: Episode 061: Sophia Bera shares her best tips on financial planning for millennials
  • So Money Podcast: Episode 419: Ask Farnoosh: Farnoosh Torabi + Sophia Bera
  • Financial Career Launch Podcast: Episode 051: Find and Use Your Career Superpower, with Sophia Bera
  • So Money Podcast: Episode 400: Ask Farnoosh: Farnoosh Torabi + Sophia Bera
  • Be a Financial Rockstar Podcast: Episode 046: Financial Planning for Generation Y With Sophia Bera

Online

  • Business Insider: Ask a Financial Planner: ‘Should I Convert My IRA to a Roth IRA?’
  • Business Insider: Ask a Financial Planner: ‘What Are Some Tips for Paying Off My Massive Student Loans?’
  • Business Insider: Ask a Financial Planner: ‘How Do I Balance Saving for My Retirement and Saving to Buy a Home?’
  • Life & Money: You’re 30 — Stop Doing What You Did in College (syndicated)
  • Business Insider: Ask a Financial Planner: ‘How Much Money Should I Keep In My Bank Accounts?’
  • Business Insider: Ask a Financial Planner: ‘Where Do I Start Learning About Money?’
  • Business Insider: Ask a Financial Planner: ‘Should I Get a 15- or 30-Year Mortgage?’
  • Business Insider: Ask a Financial Planner: ‘How Do I Read the Paperwork That Comes With My Mutual Fund?’
  • Business Insider: Ask a Financial Planner: ‘How Many Bank Accounts Should I Have?’
  • Business Insider: Ask a Financial Planner: ‘Should I Sign Up for a Store Credit Card?’
  • Business Insider: Ask a Financial Planner: ‘How Do I Save for Retirement if I Earn Too Much for a Roth IRA?’
  • InvestmentZen: What Do Financial Successful Millennials Have in Common?
  • Business Insider: Ask a Financial Planner: ‘How Do I Figure Out the Fees on My Retirement Accounts?’
  • Business Insider: Ask a Financial Planner: ‘How Do I Start Investing?’
  • Business Insider: Ask a Financial Planner: ‘I’m Leaving My Job — What Do I Do With My 401(k)?’
  • Business Insider: Ask a Financial Planner: ‘How Can I Minimize My Investing Risk?’
  • Business Insider: Ask a Financial Planner: ‘How Do I Protect My Investments in Retirement?’
  • CNBC: How millennials can succeed in business: By really trying (also published on Yahoo! Finance)
  • Business Insider: Ask a Financial Planner: ‘What’s the Difference Between an ETF and an Index Fund?’
  • Business Insider: Ask a Financial Planner: ‘What Should I Include in a Prenup?’
  • Business Insider: Ask a Financial Planner: ‘I’m Sitting on A Lot of Extra Cash — What Do I Do With It?’
  • Business Insider: Ask a Financial Planner: ‘When Should I Hire a Financial Planner?’
  • Business Insider: Ask a Financial Planner: ‘What is Compound Interest?’
  • Business Insider: Ask a Financial Planner: ‘Should I Refinance My Home?’
  • Business Insider: Ask a Financial Planner: ‘How Much Should I Put Down on a House?’
  • Advice IQ: Gen Y: Startup Tips
  • Business Insider: Ask a Financial Planner: ‘Do I Need Life Insurance?’
  • Business Insider: Ask a Financial Planner: ‘How Do I Decide Between Paying Debt and Saving for the Future?’
  • Business Insider: Ask a Financial Planner: ‘What Should I Do With My Tax Refund?’
  • Business Insider: Ask a Financial Planner: ‘Should I Open a Joint Credit Card With My Spouse?’
  • Business Insider: Ask a Financial Planner: ‘How Do I Know if I Should Use a Professional to File My Taxes?’
  • Business Insider: Ask a Financial Planner: ‘I’m Moving in With My Partner — What Should We Talk About?’
  • Business Insider: Ask a Financial Planner: ‘Should I Be Using All of My Credit Cards?’
  • Business Insider: Ask a Financial Planner: ‘Should I Pay My Medical School Loans Quickly or Invest?’

Featured

  • Business Insider: 16 signs you’ve ‘made it’ in America
  • Markets Insider: A financial adviser shares the No. 1 thing 30-somethings should do by the end of the year
  • On Wall Street: Turn millennials’ Social Security fears into savings
  • USA Today: What should you do with extra $100? Here’s what financial experts suggest
  • Chase: How to make sure your inheritance is a boon, not a bust
  • Business Insider: 8 things successful married couples never do with their money
  • USA Today College: Money 101: 5 super helpful Cyber Monday tips for broke college students
  • Business Insider: Here’s why you don’t want a store credit card, no matter how big a discount it offers
  • Business Insider: 9 burning money questions that can be answered in 30 seconds or less
  • New York Times: Ask Brianna: How Can I Finally Tackle My Finances?
  • CNBC: Here’s how young people should invest their first $10,000
  • Business Insider: 12 things successful married couples do with their money
  • Investopedia: Advisors: Does the Way You talk Turn Off Female Clients?
  • Business Insider: A financial planner reveals the best money habit for 30-somethings
  • Thoughtful Growth: Tips for Motivation: Unmissable Advice from 192 Experts
  • USA Today College: Money 101: Want to retire as a millionaire? Learn this financial term now
  • Mic: Here are 5 smart money moves for millennials who want to grow real wealth
  • The Emerge Blog: 9 Experts Reveal the Most Important Thing That You Can Do to Avoid Medical Debt
  • USA Today College: 5 money hacks to try before you turn 30
  • Business Insider: A financial planner recommends these 3 books for people who want to learn the best ways to handle their money
  • Washington Post BrandStudio: A place to call home
  • TheStreet: What to expend when you’re expecting
  • attn: Why Financial Advice for Millennials is Different from Earlier Generations
  • Business Insider: A financial planner explains why you should keep your checking and savings accounts at different banks
  • WealthManagement.com: CFP Board Reaches 75,000 Certificants
  • Vice: How Much Money Would You Need to Retire Right Now?
  • NBC News: Why Making Financial Mistakes Early Isn’t Such a Bad Thing
  • uexpress: Smart Moves: Meeting the Down Payment Challenge
  • The College Investor: Are Community Colleges a Viable Alternative?
  • Financial Planning: Student loan refi and robos: the perfect couple?
  • CNBC: To attract younger clients, advisors step up tech game
  • Urika: 11 Experts Spill the Beans on How Technology Will Reshape Finance
  • Real Simple: How to Create a Back-to-School Budget
  • Mental Floss: How to Create an Emergency Fund That Suits Your Needs
  • Financial Planning: Being a good listener is key to social-media success
  • TheStreet: How to Ask for a Raise and Get It
  • Mental Floss: 6 Questions to Ask Before You Pick a Financial Planner
  • Business Insider: Financial planner: I spend more time talking young people out of buying houses than anything else
  • Business Insider: A crucial sign you’re working with a great financial adviser can’t be found on their resume
  • Good: Here’s How Millennials Can Fix Their (Scrambled) Nest Eggs
  • Business Insider: 9 hard truths about money every adult should learn to accept
  • CTV News: How to prevent ‘FOMO’ from wreaking havoc on your finances
  • Realtor.com: Don’t Be Shocked by These Hidden Costs of Buying a Home
  • MarketWatch: Young Americans’ twin debt problems: marriage and college (also published by Daily Rover)
  • Inland Valley News: Retire Rich: 6 Steps to Saving for Retirement in Your 20s and 30s
  • TheStreet: Investing Guide for Teens
  • Benzinga: Millennials, it’s Financial Literacy Month: Here’s 20 Top Tips
  • Zing! by Quicken Loans: I Need to Redecorate, What Should I Do?
  • Business Insider: 10 Things You Can Learn About Money in 10 Minutes That Will Change Your Life
  • International Business Times: Millennials Fear Tax Season, But Breaks and Youth-Friendly Policies Mean They Don’t Need To
  • Royal Oak Patch: The Increasing Importance of Financial Literacy
  • Minneapolis Star Tribune: For millennials, apps provide the onramp to investing (also published by the Austin American-Statesman)
  • MEL Magazine: Golden Years Optional
  • The Write Life: Why Every Freelance Writer Needs an Accountant on Your Side
  • Consumer Affairs: How much do I need to retire?
  • Chicago Tribune: Saver’s credit helps low-income taxpayers save for retirement (also published by the St. Paul Pioneer Press and Tampa Bay Times)
  • Mashable: 6 ways for couples to merge their finances without losing their minds — or their love
  • Mashable: Why all women need a freedom fund after a breakup
  • CNBC: Millennial investors: Maybe time isn’t on your side
  • Yahoo Finance Canada: 6 Tips for Millennials Who Want to Retire Rich (also published on Fidelity)
  • Mental Floss: 5 Money Moves to Make ASAP If You Lose Your Job
  • CNBC: Impulse buying can damage your credit score
  • CTV News: Start saving for retirement: A ‘how to’ for millennials
  • Kiplinger: 6 Steps to Saving for Retirement in Your 20s and 30s (also published on The Network Journal)
  • CNBC: Lost the Powerball? Now it’s time to really focus on finances
  • Entrepreneur: How to Make the Salary You Deserve

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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