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Financial Planning for Millennials

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Press Archive: 2017

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

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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