Sophia Bera
16 Podcast Episodes
Building Your Financial Runway for Self-Employment With Sophia Bera
Building Your Financial Runway for Self-Employment With Sophia Bera
Sophia Bera, owner of Gen Y Planning, explains how to build your financial runway to increase your work freedom. Of the ... Read more
16 Aug 2021
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45mins
Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera
Ep 217: Creating Value For Next-Generation Clients By Focusing On Actions Over Projections with Sophia Bera
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. I... Read more
23 Feb 2021
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1hr 34mins
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IA 012: USA & Giving Yourself Grace with Sophia Bera, CFP®
IA 012: USA & Giving Yourself Grace with Sophia Bera, CFP®
Sophia Bera, CFP®, Founder of Gen Y Planning joins the show for a raw, unedited conversation between friends. We’re disc... Read more
11 Mar 2020
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52mins
Shaking Up the Financial Planning Industry with Sophia Bera
Shaking Up the Financial Planning Industry with Sophia Bera
If you were told by all of your known competitors, that running 'this type of company' virtually is not possible, would ... Read more
7 Oct 2019
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44mins
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Sophia Bera: Financial Planning for Millennials
Sophia Bera: Financial Planning for Millennials
Sophia Bera has been featured on everything from CNBC to Forbes, from New York Times, to Fortune Magazine. She is THE go... Read more
25 Apr 2017
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37mins
Building Your Financial Runway for Self-Employment With Sophia Bera (099)
Building Your Financial Runway for Self-Employment With Sophia Bera (099)
So if you are thinking of working for yourself, how financially prepared are you to make that transition from a steady p... Read more
13 Apr 2017
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45mins
Ep.197 ~ What Should the Younger Generation Do With Their Money? And Media Hacking ~ Sophia Bera
Ep.197 ~ What Should the Younger Generation Do With Their Money? And Media Hacking ~ Sophia Bera
Subscribe to our podcast on iTuneshttps://itunes.apple.com/us/podcast/entrepreneur-house-live-in/id1069958541?mt=2“I thi... Read more
31 Mar 2017
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40mins
Ep 012: Delivering Profitable Financial Planning to Millennials For A Monthly Retainer Fee with Sophia Bera
Ep 012: Delivering Profitable Financial Planning to Millennials For A Monthly Retainer Fee with Sophia Bera
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 ... Read more
21 Mar 2017
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1hr 28mins
Values Based Financial Planning – with Sophia Bera
Values Based Financial Planning – with Sophia Bera
In this episode Sophia Bera shares the fascinating differences in the financial planning needs of millennials, her top m... Read more
17 Oct 2016
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30mins
061 - Sophia Bera
061 - Sophia Bera
Sophia Bera is a top-authority on financial planning for millennials. After working in traditional financial planning f... Read more
2 Jun 2016
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