How to Align Your Money, Values, and Dreams with Sophia Bera

Some people think that money is what makes the world go 'round.

(And they should really study physics).

Some people believe that the key to personal finance is simply to make more than you spend.

But my guest for this Smart and Simple Matters episode – Sophia Bera, Certified Financial Planner at GenY Planning – knows better.

Maybe it's all the articles she's written for The Huffington Post and Forbes. Maybe it's because she started in the theater and brings a vitality to personal finance that stodgy old men have been stifling for centuries.

There's just something about Sophia's approach that's so fresh, so free of cookie cutters, and so impactful. Whether you have student debt, major money hang-ups (I sure do), or want to sync up your income and expenses with your principles, this interview will help.

Catch a quick glimpse into Sophia's new book and then give this whole episode a go.

Spending money becomes an issue when it's spent mindlessly on things that don't bring us happiness, or when we spend money fruitlessly in an effort to solve problems that are internal. – Sophia Bera

The big question that we ask, and that she begins to answer, is:

How can we help people use their money to match their values and achieve their dreams? – Sophia Bera

Let's find out together.

You're about to Learn …

Transcript

The transcript will not be available until I find a new transcriptionist (if you know someone good, let me know).

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