Sophia Bera: Financial Planning for Millennials

The Bold Life Movement with Kimberly Rich

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