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 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. 

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Episode Notes

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 and Terminology

Sophia’s LinkedIn

Sophia’s Twitter

Gen Y Planning website

Gen Y Planning newsletter signup

Sophia’s favorite food from Austin, Texas: 

Breakfast tacos

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