• Home
  • |
  • Blog
  • |
  • 523: Twelve Minute Convos w/ Sophia Bera

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.”

Sophia’s been quoted in the New York Times, Wall Street Journal, Forbes, Fortune, Business Insider, Yahoo Finance, CNN Money, CNBC, Huffington Post, Mashable, LifeHacker, and more. If you Google “financial planner for millennials” she’s at the top of the list. 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.

Sophia

Listen another #12minconvo

Credits:
Musical Background: ‘TAKE THE CHANCE’ by Nicolai Heidlas

 

Related Posts

Coss Marte ardently COMMITTED to supporting people in making changes to their lifestyle that result in individuals REACHING and MAINTAINING their FITNESS GOALS /Ep2701

  Coss Marte ardently COMMITTED to supporting people in making changes to their lifestyle that result in individuals REACHING and MAINTAINING their FITNESS GOALS /Ep2701In 2009, Coss Marte was sent to jail as the ringleader of a multi-million dollar cocaine operation. He was also grossly overweight and warned by his physician that his current lifestyle,

Read More

1708:Jeff Smith is the host of the podcast Vroom Vroom Veer

Jeff Smith- Jeff Smith is a retired United States Air Force Master Sergeant. He did a variety of work mostly in information technology. He started the podcast Vroom Vroom Veer in May 2015 to capture stories when life can veer in a new and interesting ways. Sometimes we safely navigate those terms and sometimes we

Read More

1650:Dayo Samuel is fondly called ‘the grandfather of podcasting in Nigeria

Dayo Samuel- Dayo Samuel is a born teacher-trainer; an Industrial Designer turned online platform authority. Fondly called ‘the grandfather of podcasting in Nigeria,’ Dayo is the award-winning host of the popular business and marketing podcast, Audacity2Lead, and the host of the Break the Frame coaching podcast. He has internet marketing related experiences covering lead acquisition,

Read More

1960:Nathan Keegan is an Administrative Manager at Massachusetts General Hospital

Nathan Keegan- Nathan Keegan:- Responsible for the Operational oversight of 16 adult neurology practices spread out over 9 different divisions of the Department of Neurology. Also maintain Financial oversight of 8 divisions operating within the Outpatient Clinic. Over 150 clinicians generating more than 40,000 visits annually. – Budgetary responsibilities of over $15 million annually. –

Read More

336: Twelve Minute Convos w/ Neill Bartlett

Neill Bartlett- Neill Bartlett is the host of The Aussie Radio Show podcast – a Down Under magazine radio show targeting an audience of Aussies all around the world. “What drives me to produce the show is a fascination to interview people way more interesting than I am”. A former Rock N Roll photographer, Neill

Read More

Aurora Winter: on the Neuroscience of Communication: How to Turn Words into Wealth /Ep 3952

About Aurora WinterAurora Winter, MBA, is a successful entrepreneur, bestselling author, TV writer-producer, and the founder of www.SamePagePublishing.com. Her award-winning books include “Turn Words Into Wealth” and “Magic, Mystery, and the Multiverse.”… …Using her expertise in film and neuroscience, she helps people tell memorable stories that build brands, books, and businesses. A popular media guest,

Read More

#12minconvos Podcast Journal of Engel Jones-Day 33

The Goal 1001 #12minconvos in 12 weeks starting from January 12th to April 2019 , with AMAZING people from all over the world.Who did you connect with today?1) Lisa Bloom – Lisa Bloom, founder of Story Coach, works with organizations developing Transformational Story Leaders, creative yet resilient cultures, and leading powerful change processes with the power

Read More

Amie Pederson is the Business Mentor & Confidence Coach /Ep2051

Amie Pederson   Amie Pederson is the Business Mentor & Confidence Coach for the new and emerging purpose-driven Female Entrepreneur.  She is a mom, wife and unshakeable optimist in helping women learn to flex their belief muscle and find their true calling in business, and an Anti-Mom Shaming Advocate.  She started her movement because she knew in her

Read More

294: Twelve Minute Convos w/ Amy Honey

Amy Honey- Your first wealth is health. I bring the fun back into fitness, and everything I do. It is my mission to transform lives through the five elements of health. Exercise, sleep, hydration, nutrition, and emotional environment. Emotional environment is the missing key to most people’s health, and that can include everything around them.

Read More

98: Twelve Minute Convos w/ Jeff Spencer

Jeff Spencer- Jeff Spencer: At just nine years old, I used to wake up at 4:30 a.m. to practice hitting a baseball up and down our street. That competitive spirit led to winning a national championship at just ten years old and then becoming an Olympian at twenty-one. For the past forty years, I’ve been

Read More

Engel Jones

I am a podcaster who has now had over 2900 recorded podcast conversations, plus 349 live interviews in 12 weeks, while driving through the 48 states of the US plus the eastern and western side of Canada.