Podcast appearances and mentions of sophia bera

This show was inspired by our financial planner, Sophia Bera, who we met with recently. She stopped us in the middle of our word vomit and said, “I think you guys have decision fatigue.” We were running on empty with all the work we were booking, planning a cross country trip to CA, and, oh […]

 Many of us have financial goals that extend beyond ourselves to include friends and family. Doing so can be an enormous help to those you love, but it is important to consider your own financial well-being in conjunction with that of the ones you want to help. Today, we'll look at an article that explores how to intentionally offer financial support to your loved ones without deviating from your financial goals. The article that we'll look at comes from Sophia Bera at GenYPlanning.com and it takes a different approach to a timeless topic. Approaching issues from a different angle can give you a new perspective. In the listener questions segment, we'll discuss two questions: one about inverse ETFs and another about the specific mechanics of doing a Roth conversion. Make your voice heard by completing our annual listener survey! Outline of This Episode [3:12] Money is a team sport [10:54] Create healthy boundaries [13:24] My thoughts on inverse ETFs in a declining market [16:54] Should Dave rebalance first before making a Roth conversion? Resources & People Mentioned How to Financially Support Your Loved Ones without Derailing Your Plan Fill out our annual listener survey! Connect with Benjamin Brandt Get the Retire-Ready Toolkit: http://retirementstartstodayradio.com/ Follow Ben on Twitter: https://twitter.com/retiremeasap Subscribe to the newsletter: https://retirementstartstodayradio.com/newsletter Subscribe to Retirement Starts Today on Apple Podcasts, Stitcher, TuneIn, Podbean, Player FM, iHeart, or Spotify

Sophia Bera is a past guest of the podcast, and originally wrote a guest post for Nerd’s Eye View as far back as 2013. If you missed her before, she is the founder of Gen Y Planning, an independent RIA that serves just under 100 young professionals—and that was also one of the first location-independent firms in the financial planning industry. Listen in as we catch up on how Gen Y Planning has shifted over the years, why net worth reporting is not at the heart of Gen Y’s planning process, and why their focus with clients is more on short-term goals versus long-term metrics. Sophia will also share how she created a work-life balance that allows her to spend more time doing what she loves, and how she was able to take four months away from the business on maternity leave without the business skipping a beat. For show notes and more visit: https://www.kitces.com/217

Do I get nervous when asking personal questions on money? What's the best place to start with ads if your audience is tiny? Do you A/B test every ad? Is it possible to have success with FB ads with low spend on a low ticket product? Since I've been getting a ton of excellent questions lately, I thought it would be a great time to do a Q&A. On today's episode, I've taken some of your hottest questions and done my absolute best to answer them as honestly as I can. I'm going to be talking to you about a nice blend of personal and technical topics, including: How I deal with nerves when asking personal questions on this podcast, Advice for new online business owners, How I go about financial  planning, The importance of A/B testing, How to go about ads if your audience is small, My thoughts on daycare, Two methods you can be successful with on Facebook Ads with a low ticket product, My thoughts on moving abroad at this phase of my life, Advice for high ticket sales. Also, since many of your questions have gone unanswered and I had such a blast doing this episode, stay tuned for Round 2 coming up soon. Mentioned in this episode: Sophia Bera, my financial planner from Gen Y Planning Ramit Sethia's I Will Teach You To Be Rich book Tony Rulli and I talking tripwires on the Get Paid Podcast My Facebook Live stream on Self Liquidating Funnels 104 Why you attract customers that won't pay (and what to do about it) Jereshia Hawk on the Get Paid Podcast Lattice Hudson Connect with me:   Website Instagram Step up Your Facebook Ads Game   This episode of the Get Paid Podcast is sponsored by Claire's free training, the 5 Ad Formula for Selling Online Courses on Autopilot.    Right now, people are spending way more time on Facebook and Instagram, which has significantly lowered ad costs for anyone currently running ads. Make sure you take advantage of this opportunity to grow your audience for cheap - go watch the 5 Ads Formula masterclass, and get at least ONE ad running ASAP. If you need extra help, Claire and her team of coaches have your back inside their signature ads course, Absolute FB Ads. Get all the details when you sign up to watch the masterclass at clairepells.com/5ads   Now it's time to GET PAID   Thanks for tuning into the Get Paid Podcast! If you enjoyed today's episode, head over to Apple Podcasts to subscribe, rate, and leave your honest review. Connect with me on Facebook, YouTube, and Instagram, visit my website for even more detailed strategies, and be sure to share your favorite episodes on social media. Now, it's time to go get yourself paid.

Sophia Bera, CFP®, Founder of Gen Y Planning joins the show for a raw, unedited conversation between friends. We're discussing health, wellness, anxiety, therapy, the importance of self care and the dangers of social media. This is an episode we all need at different points in our career and life, to know that we're not alone in our struggles and we need to give ourselves grace. You'll Learn The great advice Sophia was given when deciding whether to start her own practice or work for someone else. That starting a business can be like a mullet - business in the front and hot mess in the back (no offense to mullets). How to balance self-care with professional success. What masculine versus feminine approaches to business are. Why entrepreneurs need to get their own financial house in order before starting a business. Guest Bio Sophia Bera, CFP® is not your father's financial planner. After working in traditional financial planning firms since 2007 she quit her job at a NY start-up to launch her own firm, Gen Y Planning. Now, she runs a 6-figure online business from her laptop. Her recent accolades include the “Top 40 Under 40” by Investment News, “10 young Advisors to Watch” by Financial Advisor Magazine, and “10 of the Best Personal Finance Experts on Twitter.” When she's not working from a coffee shop, you can find her in a yoga class or eating a breakfast taco in Austin, TX. Resources Sophia's LinkedIn Sophia's Twitter Gen Y Planning website Gen Y Planning newsletter signup

Sophia Bera, CFP®, is the founder of Gen Y Planning and a friend of mine. She does an admirable job of balancing her work with her personal life, and this week on Money Checkup, she shares advice on how to structure your business to align with your goals and values. To learn more about Gen Y Planning, visit genyplanning.com. Follow Sophia Bera on Twitter at @SophiaBera.  But first! Be sure to read the companion blog here: https://fitadvisors.com/how-business-owners-can-build-balanced-lives 

If you were told by all of your known competitors, that running 'this type of company' virtually is not possible, would you still try? Most would not. And therefore, they've lost from the start. Sophia Bera is different for exactly that. She heard, "That's impossible..." countless times before she changed who she was talking to and set out to prove the world wrong.In this episode, we sit down with Sophia Bera of Gen Y Planning to hear about work-life balance, operating with intent, and how shaking up age-old industry norms is sometimes the best thing you can do with your time! Sophia got started in financial planning with the idea of being able to help young people make smart decisions with their money for their future. But she wasn't excited about working at a traditional brokerage and the old school model of how things were done, so she decided to build her company a bit differently.Today she has more than 100 clients and multiple team members that help her deliver amazing financial support to millennials. Her business is also fully remote so she's been able to grow it from her home base in Austin, TX and while she is traveling abroad.Tune in to hear advice like the following: What to look for in a mentor The right way to fail in businessHow to transition from a solo entrepreneur to leading a team of people that deliver your serviceWhy recurring revenue is your best friend in business and how Sophia created it with packages that are easy to say yes toHow to stop living life for your 2 weeks of paid vacation and create a business that supports the life of your dreamsHere are some of the resources mentioned in the podcast:Sophia's podcast choice: Tropical MBASophia's book choice: The Tribe of MentorsOur goal in this episode is to show you how you can grow a business, hire a team, and travel across the globe all at the same time. Sophia's Contact Info:Gen Y Planning - Website, Facebook, LinkedInHost Contact InfoMajor Impact Media - Facebook, WebsiteOutside ROI - Facebook, Website

#207: Matt and his fiance earn $7,500 per month combined. They save more than half of their income. He’d like to take a different job that will decrease his income by $2,000 per month, but improve his quality of life. Should he? Suja wants to take out a loan for business growth. What red flags should she watch for? Anonymous and her husband are thinking about buying half-million-dollar home, purchasing a second car, and having a baby. They’ve saved an emergency fund and a 20 percent downpayment. Are they ready? Trayci wants to quit her 9-to-5 and start working as a 1099 self-employed lifestyle. How should she manage this transition? Daria is curious about the economics of a podcast. What do the income and expenses look like? Jared wants to retire early and then sell off his rental properties, but he’s worried about the depreciation recapture tax rate. How should he plan? Ali wants to set up a long-term giving plan, but most of the advice out there is geared towards wealthy donors. How should middle-class workers set up their charitable giving? Financial planner Sophia Bera (hailed by Investment News as one of the Top 40 Under 40) joins me on today’s episode to answer these seven questions. For more information, visit the show notes at https://affordanything.com/episode207 

On this show, we talked navigating career choices, managing tuition payments and maximizing employee benefits with the Founder of Gen Y Planning, Sophia Bera. Listen to find out Sophia’s thoughts on making smart decisions when confronted with major life changes! For the Difference Making Tip, scan ahead to 21:00 You can learn more about Brad at GenYPlanning.com, Facebook, LinkedIn, and Twitter. Click Here for the guide to choosing employee benefits. Please subscribe to the show however you’re listening, leave a review and share it with someone who appreciates good ideas. You can learn more about the show at GeorgeGrombacher.com, or contact George by clicking here.

In this week’s episode of Ask Farnoosh, special guest Sophia Bera and I answer your biggest questions about financial advice for single women, trust funds and beneficiaries, investing in target date funds and more. Sophia Bera is the founder of GenY Planning and was featured on So Moneypreviously. If you’d like to learn more about Sophia, visit her website genyplanning.com or follow her on Twitter @sophiabera. You can also sign up for her newsletter here or enroll in the waitlist for her Millennials and Money class here. For more information visit www.somoneypodcast.com.

Sophia Bera has been featured on everything from CNBC to Forbes, from New York Times, to Fortune Magazine. She is THE go to financial planner for millennials, and founder of GenYPlanning.com.  I invited Sophia onto today's show to shine light on what so many of us try desperately to keep in the dark; our struggle to be financially savvy. If you're reading this, then you're likely part of Generation Y. Which means, you may be at the point in your life, or in your career, where you're doing big things and starting to reap the rewards. Or maybe you're experiencing some major life shifts (like starting a business, buying a house, or getting married).  But there's slim chance you were taught in school how to be financially proactive in these situations. Since so many people have no clue that they too could benefit from a financial planner, I asked Sophia to come on and school us.  Who doesn't  want to be smarter with their money?  It takes some transparency, and some intentionality to set yourself up for success. And with that financial foundation, you're much more likely to achieve your dreams and find the "freedom" we all crave.  IN THIS EPISODE YOU WILL LEARN:  The difference between a bookkeeper, an accountant and a financial planner. The biggest mistake Millennials are making with their money. The first thing you should do if you are in debt, to start being more proactive.  Easy wins you can get if you feel “bad with money" The first financial move you should make if you start a new business.  The best tools for managing your money. How to make money tracking easier if you're a business owner.  FOLLOW SOPHIA: GenYPlanning.com | LinkedIn | Facebook 

Give yourself more time to create your business by building your financial runway. Millennial financial planner Sophia Bera explains how. The post Building Your Financial Runway for Self-Employment With Sophia Bera (099) appeared first on Life Skills That Matter.

Subscribe to our podcast on iTunes https://itunes.apple.com/us/podcast/entrepreneur-house-live-in/id1069958541?mt=2 “I think it's really important to hire a good tax accountant, and I think this is a mistake that a lot of entrepreneurs make.” Sophia Bera On today's episode, we are joined by the media hacker and financial planner for Generation-Y and the Millennials, Sophia Bera. Sophia founded Gen-Y Planning to cater to an underserved niche in the financial planning world. After hearing many times from experienced financial planners that it would be a horrible idea to serve this market, Sophia started the business anyway and nailed it! On the show, we get behind the mind of Sophia and where the younger generation should put their money. We also talk about some really great investments for the younger entrepreneurs and digital nomads that are listening. We will address the importance of saving, investing, and setting some financial goals to diversify your income. Sophia also talks a lot about her media coverage. She has been featured on dozens of popular media outlets. She will share some of her hacks to get ‘in' with the media and exactly how she did it. 05:49: Sophia and Chris Discuss ‘Taboo Rules' Around Money 15:23: Gen-Y Planning Business Model 18:32: Sophia's Strategy to Get in the Media 25:14: Case Studies for Entrepreneurs and Digital Nomads That Want to Invest I'm an entrepreneur with $60,000 in personal income. I spend less than $20,000 in expenses. What should I do with my money? I am a coder that is living paycheck to paycheck and has about $15,000 in gold and silver with $2000 in monthly income. What should I do with my money? I am an entrepreneur that has a software business and making over $100,000 in personal income a year? What should I do with my extra money? 36:09: What is Sophia Investing In? Honorable Mentions: HARO https://www.helpareporter.com/ SEP IRA http://www.businessinsider.com/save-for-retirement-if-i-earn-too-much-for-a-roth-ira-2016-6 Self-Directed IRA https://en.wikipedia.org/wiki/Self-directed_IRA Health Savings Account http://genyplanning.com/2014/11/19/hsas-for-millennials/ Contact Info: http://genyplanning.com http://genyplanning.com/apply https://docs.google.com/forms/d/e/1FAIpQLSc2NCbmSGofHzcoAQFHDM5iitwcwVNDgUn4kiq02iXuP-JsoA/viewform https://www.facebook.com/genyplanning Twitter: @sophiabera https://twitter.com/@sophiabera

Today I’m chatting with Sophia Bera, the founder of Gen Y Planning. Sophia was the subject of a post on Nerd’s Eye View back in 2013 when she was starting her firm. Four years on, she’s bringing home more than $100,000 in revenue and serving about 50 clients on a monthly retainer model.   Sophia’s firm is another example of just how powerful a niche can be. Although peers told her that millennials would be a challenging and non-lucrative group to serve, she quickly found that advisors were lacking, not millennial clients. In this episode, Sophia breaks down her fee structure and service model. Sophia’s experience with traditional firms, financial startups, and running her own business make her uniquely suited to consulting clients and other financial planners alike on their various options for financial management.   Get the full show notes and transcript for this episode at: https://www.kitces.com/12 

Sophia Bera joins us today to share her story on becoming the financial planner for millennials.  Sophia saw the need to bring financial planning to her generation and was one of the first to create her own firm to do so.  She is one of the most recognizable financial planners on social media, in the news and shaking up what it means to do financial planning. This is an episode you won’t want to miss!   “Financial planning is both an art and a science and more of an art than a science. People think what I do is math all day and what I really do is have great conversations with people.” GenY Planning NexGen Betterment FinCon Unmistakable: Why Only Is Better Than Best Advizr

Sophia Bera is not your father's financial planner. She is the owner of Gen Y Planning, a 6-figure online business she runs from her laptop, where she works with young professionals in their 20s and 30s looking for a CFP to help them navigate through big life decisions. In this episode, Sophia and I discuss retirement. We break down the difference between a 401(k) and a Roth IRA, talking why you would want to go one way or the other or invest in both if that's an option for you. She shares her insights on achieving financial success and why we need to find joy in some of the things we spend money on. Get more deets in the show notes.

Adam and Anthony discuss the two different types of lifestyle businesses: scalable vs hours. Show notes: Sophia Bera - http://genyplanning.com/about/sophia-bera/ Adam Evers http://adamevers.com http://twitter.com/adamevers Anthony Ongaro http://breakthetwitch.com http://twitter.com/anthonyongaro

Hi there folks! Creatives Meet Business is an event and podcast series based out of Austin, Texas for creatives of ALL disciplines to get from zero to one in thinking of themselves as business owners (in the creative sector). We record the content for this podcast at our live events. This episode features five Financial Planners, all sharing insights into retirement and everything you always wanted to know about IRAs* (*but were afraid to ask): 1:23 - Bill Simonet, Simonet Wealth Management  Build up savings first IRA (prioritize AFTER savings) - traditional or Roth, Simple or SEP Once you start adding employees, then add in 401(k)s Income matters for IRAs, Revenue matters for 401(k)s Separate personal assets from professional, build savings for small business. Become "ramen profitable" - then start focusing on IRAs and 401(k)s 7:26 - Chris Baum, Palermo Wealth Management Vehicles for small business owners - SEP IRA, Simple IRA and Solo 401(k) He's a huge fan of Solo 401(k) Competition has made everything A-MAZING for the consumer, many custodians have similar fees, so it's really about finding the best fit for you. Custodians - hold your money, open your account, facilitate the trade TD Ameritrade, Fidelity, Charles Schwab, Vanguard, T. Rowe Price, Betterment.com, Wealthfront Make sure there's no account opening fees, inactivity fees, no account closing fees Roth 401(k) - you don't get a tax break the year you make a contribution, but you take it out tax free You can always get your contributions back out of a Roth IRA without a penalty (same rules don't apply to earnings) Keep a separate "tinkering" account for investing in things like "water cooler" stocks 14:35 - Sophia Bera, Gen Y Planning 4 types of IRAs IRA Rollover - moving a retirement account into your own plan If you cash it out, you have to pay a 10% penalty AND taxes Regular IRA - Up to $5.5K tax deduction for contributions made to IRA Roth IRA - Pay taxes up front, but it grows tax free. In early stages of business it's very ideal as you're in a lower tax bracket then you will be in the future (fingers crossed for you) SEP IRA - Tax deduction Sophia's personal favorite for setting up a retirement account - Betterment.com 19:19 - Philip Olson, The Art of Finance Month by month approach - save for taxes and retirement when you get a paycheck  Save 25% for taxes and another 10 to 15% for retirement  Suggestions for fixed income and a mixture of fixed and variable 22:22 - Keith Powell, Austin Divorce Planners Pay yourself first! The Richest Man in Babylon (book Keith references) Save first 10% for your future self Retirement calculator (CNN Money Calculator) 24:00 - What Ashland is Focusing On This Week Opened a business credit card and determines which card to use based on reward points for the transaction (5% for internet and cell phone with business card, versus 1% on personal card) We hope you enjoy the many tips and tricks nestled into this episode about saving money on your taxes through IRAs. If you like what you hear or want to give us some feedback, please leave a comment. Thank you! Ashland Viscosi, Creatives Meet Business

Hi there folks! This is the final chapter in our two part "mini-series" on budgets. Be sure to check out "Budgets...What's in a Name?" if you want some more insights into creating a budget best suited for you and your lifestyle.  Our podcast content is "filmed" in front of a live "studio" audience.  You may be (briefly) fooled into thinking that this audible chocolate was recorded in a studio. Alas, although oftentimes the vocals are clear, there will be evidence that our experts are recorded live at the events (with background noise to prove it). This episode features five Financial Planners, all sharing tips and tricks you can use to stay on budget and tools that will help you along the way: 1:42 - Chris Baum, Palermo Wealth Management Saving for a cash reserve Saving for priorities (vacation, gifts, debt reduction, retirement) Snowball approach for paying off debt (Dave Ramsey - Debt Snowball Method) (Dave Ramsey) Envelope System + Modified Envelope System! 7:42 - Megan Poore, Lucien Stirling and Gray Advisory Group Accountability (to spreadsheets OR people!) Recent study on motivation and what keeps folks accountable (for whatever priority they set for themselves) 10:13 - Philip Olson, The Art of Finance  Psychology of giving - save first and give generously One month ahead goal Baby steps to weather a financial storm: create your emergency fund from your one month ahead goal, pay off debt smallest to largest, then save more in the emergency fund YNAB (You Need a Budget) Live on last month's income philosophy 15:24 - Sophia Bera, Gen Y Planning Find the tracking system that works for you! App, spreadsheet, whatever works best Mint.com (great for understanding past transactions) Weekly spends versus monthly budget Keith Powell, Austin Divorce Planners Mint.com (create spending limits) True Bill OR Trim for monitoring subscriptions on credit card statements Alas, we must now bid adieu to budgets. We hope you enjoy the many tips and tricks nestled into this episode about how to prioritize your spending so that it works for you. We still have a few more episodes featuring insights from these Financial Planners on savings, retirement and being a creative entrepreneur. We can't wait to share them with you. If you like what you hear or want to give us some feedback, please leave a comment. Thank you! Ashland Viscosi, Creatives Meet Business   About Creatives Meet Business: Creatives Meet Business is an event series based out of Austin, Texas for creatives of ALL disciplines to no longer think of themselves just as "artists" and "creatives" but also as "small business owners" and "entrepreneurs."     

Sophia Bera is a top-authority on financial planning for millennials. After working in traditional financial planning firms since 2007, she quit her job to launch her own firm, Gen Y Planning. Now she runs a 6-figure business from her laptop! Sophia has been quoted in the New York Times, Wall Street Journal, Huffington Post, Forbes, and many more. Her goal is to provide affordable and accessible financial planning to clients in their 20's and 30's.

In this week’s episode of Ask Farnoosh, special guest Sophia Bera and I answer your biggest questions about financial advice for single women, trust funds and beneficiaries, investing in target date funds and more. Sophia Bera is the founder of GenY Planning and was featured on So Money previously. If you’d like to learn more about Sophia, visit her website genyplanning.com or follow her on Twitter @sophiabera. You can also sign up for her newsletter here or enroll in the waitlist for her Millennials and Money class here. For more information visit www.somoneypodcast.com. 

This show was inspired by our financial planner, Sophia Bera, who we met with recently. She stopped us in the middle of our word vomit and said, “I think you guys have decision fatigue.” We were running on empty with all the work we were booking, planning a cross country trip to CA, and, oh […]

In this week's episode of Ask Farnoosh, special guest Sophia Bera and I answer your biggest questions about last minute tax information, what to do if you've misplaced your W2 form and are worried about fraud protection, paying off student loans lump sum vs. gradually and more. Sophia Bera is the founder of GenY Planning and was featured on So Money previously. If you'd like to learn more about Sophia Bera, visit her website genyplanning.com or follow her on Twitter @sophiabera. You can also sign up for her newsletter here or enroll in the waitlist for her Millennials and Money class here. For more information visit www.somoneypodcast.com. 

Dyalekt and I are so excited to do this show! We are just at the beginning of our own financial planning process with our financial planner, Sophia Bera of GenY Planning, and, and luck and timing would have it, she is moving to Austin a few days before we are going to be driving through […]

In today's episode of Ask Farnoosh, special guest Sophia Bera of GenY Planning and I answer your biggest questions about retirement planning, how to afford children and more. Sophia Bera joined me earlier in the month on So Money Millennial week and in case you missed our interview you can catch it here. If you would like to learn more about Sophia Bera, visit her website genyplanning.com or follow her on Twitter @sophiabera.

Sophia is a Certified Financial Planner who launched her own financial planning firm, Gen Y Planning, specifically to help millennials with their money. She Skype’s with clients across the country and is now the top Google search for financial planner for Gen Y. Sophia has been quoted on Forbes, Business Insider and The Huffington Post.

Sophia Bera is in her early 30s and has already started her own company, GenY Planning, which delivers comprehensive financial planning to people in their 20s and 30s across the country. Most financial planners require an asset minimum of $1 million, making it an unattainable resource for most people, particularly millennials seeking advice with how to start building their finances. With Gen Y Planning, Sophia, a certified financial planner, is determined to shake up the financial planning industry, and work with clients today so that they can reach $1,000,000 in the future. But interestingly Sophia actually never planned to be in finance. She was actually a Theater Performance and Women’s Studies major in college at Minnesota State University-Mankato. While in college, she set the impressive goal for herself of buying a house after graduation, and she became obsessed. She spent her time between classes at Barnes and Noble reading everything she could about money, personal finance, real estate and building wealth. And at the ripe age of 21 when she graduated, she bought a house. Seeing her success, her friends began to ask her for advice, which lead her to becoming a CFP and eventually starting Gen Y Planning. For more information visit www.somoneypodcast.com.

If you’re struggling with the decision on whether or not to launch your own firm and what it’s going to take, Sophia drops some serious knowledge and guidance bombs to help you make up your mind. For someone who has started her career with a degree in theater, how did she manage to go from an artist to a virtual RIA? Find out how that became her secret weapon by pressing the "play" button... You can find show notes and more information by clicking here: http://www.xyplanningnetwork.com/3

Forget what you’ve heard about targeting Gen Y.  Sophia Bera has built a very profitable business around Gen Y and in this episode talks about how she did that. Sophia is very open and generous with the inside look at her business and how she works with Gen Y.  Lots of great “how-to” information for […]

http://www.tropicalmba.com/10trueclients/ A common misconception in business today is that you have to build an audience of hundreds or thousands of people in order to sell something successfully. The fact is, when you're getting started, you won't have an audience like that. We have talked over and over again about why we believe in starting with ten true clients. One of our longtime podcast listeners, Sophia Bera, has found great success doing just that. Sophia is the founder of GenYPlanning.com, where she provides affordable financial planning services for people in their 20's and 30's. This week we're talking with Sophia about how she has managed to replace her income in just over two years, why she didn't agree with some of the practices in the financial planning industry and how she was able to turn that into an opportunity.

- Sophia Bera, Founder of Gen-Y Planning discusses her new e-book - Please call 1-800-388-9700 for a free review of your financial portfolio

https://www.patreon.com/radicalpersonalfinance I don't think it's unfair to say that the financial planning industry is known for being a bit stuffy at times. If you ask an average person what they think of when they think of a financial planner, it's more likely to be an old, white guy in a suit and tie sitting in a mahogany-lined conference room than a young, vibrant lady with a theater and women's studies  double-major. But, perhaps that's changing! My guest today is Sophia Bera, CFP® and she's shaking up the financial planning industry! Her tagline is "I'm not your father's financial planner." And, she's certainly not. Instead of going after the retiree market, she has chosen to focus exclusively on serving Gen Y clients. Sophia is part of a new generation of financial planner who is working to bring a different style of financial planning services to a new market. And, she's doing it on her own terms. In this interview, we discuss: Sophia's story and how a non-financial person wound up becoming a financial planner. How financial planning fits into Sophia's ideas for the ideal design for her own lifestyle. Why entrepreneurship is the new job security for millenials. How the financial planning industry is dealing with its reputation of being filled with old, white men. Enjoy! Joshua Links: Sophia's website: http://genyplanning.com

Sophia is a Certified Financial Planner who launched her own financial planning firm, Gen Y Planning, specifically to help millennials with their money. She Skype’s with clients across the country and is now the top Google search for financial planner for Gen Y. Sophia has been quoted on Forbes, Business Insider and The Huffington Post.