Podcasts about sun group wealth partners

Looking for tools to teach your kids about spending, saving and budgeting? Tune in for Winnie Sun on Chase's hot new tools to help parents prepare their children for financial success in the future. Moments with Marianne airs in the Southern California area on KMET1490AM & 98.1 FM ABC Talk News Radio affiliate! Winnie Sun is the managing director and founding partner of Sun Group Wealth Partners. This trusted, award-winning financial consulting firm provides financial planning services to small business owners, senior executives, celebrities, the tech elite, and established families. Winnie regularly contributes to Good Day LA, Cheddar, FOX Business, and Forbes. www.chase.com/studentbankingFor more show information visit: www.MariannePestana.com#chase #finance #children #financialresponsibility #money #financialsuccess #gifts #planning #moneytips #holidayseason #budget #savings #lifeskills 

Winnie Sun is a wealth whisperer. The founder and managing director of Sun Group Wealth Partners represents a lot of the famous creators you know and love. She's one of the nation's most respected financial advisors and a frequent guest on CNBC, Bloomberg and more. But there's a specific reason why I picked now for us to chat about her career, creators and current events. In a field where cautious anonymity is valued, Winnie stands out as a creator herself with her own following, her own show and a deeper understanding than anyone on how to create the best financial pathways for creators.

On this episode of Millennial Debt Domination, Katie discusses long-term investing.  A long-term investment is a state of buying and holding investments for a period of over 10 years. Long-term investors are often willing to accept more risk in exchange for the potential to earn higher relative returns over time. Today, Katie will be joined again by Winnie Sun. Winnie us the managing director, founding partner, and a financial advisor at the Sun Group Wealth Partners. Katie and Winnie will be discussing the benefits of long-term investing, paying off student loans while investing, the difference between short and long-term investing and much more.  Follow Navicore on Social Media: Twitter: @NavicorePR Instagram: @navicoresolutions Facebook: NavicoreSolutionsPR More questions for Katie? E-mail us: olm@navicoresolutions.org About Navicore Solutions: We are a national nonprofit provider of financial education and compassionate personal finance counseling. We can help you gain control of your finances. A debt-free future is possible. Learn more about us here: http://navicoresolutions.org/   Follow Winnie on Twitter:  @WinnieSun Episode 12: Investing For Beginners

In this episode of the Wealthy Woman Lawyer® podcast, I am excited to speak with Winnie Sun, Co-Founder and Managing Director of Sun Group Wealth Partners, host of LinkedIn's “Yes Factor with Winnie Sun” LIVE podcast, and one of the most followed financial advisors on social media today.With more than two decades of experience in the financial services industry, Winnie is regularly called upon as an independent wealth advisor to educate large corporate and non-profit groups on planning strategies. She's here today to share her secrets to building and scaling a successful, profitable, wealth-generating business.Listen in as Winnie and I discuss… Two of the most powerful, yet often overlooked social media platforms if you want to attract great clients and referrers. Her secret for appearing regularly as a financial expert on CNBC, Fox News, Today Show, and other media outlets, and in publications like The New York Times, Wall Street Journal, and Forbes. Her tips for building your own powerful, revenue-generating network and becoming a sought-after expert in your field. Why being an introverts doesn't mean you can't also be a successful Rainmaker and influencer. How Winnie gets 150M+ impressions weekly on social media. What you should be focused on now if you want to continue to build wealth even in an economic downturn. And much more!“If you don't build a brand, someone else's brand will define you and that may not be to your benefit.” - Winnie Sun The Wealthy Woman Lawyer® Podcast is sponsored by Wealthy Woman Lawyer.®  We help women law firm owners scale their law firm businesses to and thru $1M in gross annual revenue with total ease so they can fully fund—and still have time to enjoy—the lifestyle of their dreams! If you want to know more, visit our website at www.wealthywomanlawyer.comor follow us on Instagram @wealthywomanlawyer.  Also, you are invited to join our free Facebook group, Wealthy Woman Lawyer. See you on the inside!Warmly,DavinaMentioned in this episode: Visit Winnie's website Connect with Winnie on LinkedIn Listen to “Yes Factor with Winnie Sun” Listen to Level Up With Winnie Sun  Follow Winnie on Twitter Follow her on Instagram Sun Group Wealth Partners

How do the mentally strong manage their money? In a world where it seems like there's a disconnect between those who have money and those who don't, are there things we can do on a daily basis to transform our mindset around money?Joining me for this conversation is Winnie Sun.Winnie is one of the most trusted financial voices on social media today. With 20+ years of experience in the financial services industry, Winnie serves as Managing Director of Sun Group Wealth Partners, CNBC Financial Advisor Council, Forbes contributor, regular Good Day Los Angeles, host of the Yes Factor podcast, and is also tv host of LevelUp With Winnie Sun on NASDAQ, Amazon Fire, Roku. Her trending business tweetchat averages over 150MM impressions per week.Winnie gives listeners actionable tips on: [1:45] Where to start with managing your money [5:50] How to shift your mindset around talking about finances and money [8:30] Tips to manage and keep track of your money [15:00] How to invest smartly [20:00] Why should we start building credit as soon as possible [24:30] Winnie's book recommendation Resources mentioned in this episode:The Trillion Dollar Coach by Bill CampbellConnect with Winnie here: Instagram Twitter LinkedIn Facebook https://sungroupwp.com/  Connect with me Instagram Pinterest Facebook Twitter Karin on Twitter Karin on LinkedIn Conroy Creative Counsel on Facebook https://conroycreativecounsel.com  https://www.instagram.com/winniesundotcom/

How do the mentally strong manage their money?  In a world where it seems like there's a disconnect between those who have money and those who don't, are there things we can do on a daily basis to transform our mindset around money? Joining me for this conversation is Winnie Sun. Winnie is one of the most trusted financial voices on social media today. With 20+ years of experience in the financial services industry, Winnie serves as Managing Director of Sun Group Wealth Partners, CNBC Financial Advisor Council, Forbes contributor, regular Good Day Los Angeles, host of the Yes Factor podcast, and is also tv host of LevelUp With Winnie Sun on NASDAQ, Amazon Fire, Roku. Her trending business tweetchat averages over 150MM impressions per week. Winnie gives listeners actionable tips on: [1:45] Where to start with managing your money [5:50] How to shift your mindset around talking about finances and money [8:30] Tips to manage and keep track of your money [15:00] How to invest smartly [20:00] Why should we start building credit as soon as possible [24:30] Winnie's book recommendation Resources mentioned in this episode: The Trillion Dollar Coach by Bill Campbell Connect with Winnie here: Instagram Twitter LinkedIn Facebook https://sungroupwp.com/  Connect with me Instagram Pinterest Facebook Twitter Karin on Twitter Karin on LinkedIn Conroy Creative Counsel on Facebook https://conroycreativecounsel.com  https://www.instagram.com/winniesundotcom/

How do the mentally strong manage their money?  In a world where it seems like there's a disconnect between those who have money and those who don't, are there things we can do on a daily basis to transform our mindset around money? Joining me for this conversation is Winnie Sun. Winnie is one of the most trusted financial voices on social media today. With 20+ years of experience in the financial services industry, Winnie serves as Managing Director of Sun Group Wealth Partners, CNBC Financial Advisor Council, Forbes contributor, regular Good Day Los Angeles, host of the Yes Factor podcast, and is also tv host of LevelUp With Winnie Sun on NASDAQ, Amazon Fire, Roku. Her trending business tweetchat averages over 150MM impressions per week. Winnie gives listeners actionable tips on: [1:45] Where to start with managing your money [5:50] How to shift your mindset around talking about finances and money [8:30] Tips to manage and keep track of your money [15:00] How to invest smartly [20:00] Why should we start building credit as soon as possible [24:30] Winnie's book recommendation Resources mentioned in this episode: The Trillion Dollar Coach by Bill Campbell Connect with Winnie here: Instagram Twitter LinkedIn Facebook https://sungroupwp.com/  Connect with me Instagram Pinterest Facebook Twitter Karin on Twitter Karin on LinkedIn Conroy Creative Counsel on Facebook https://conroycreativecounsel.com  https://www.instagram.com/winniesundotcom/

Winnie Sun talks with Jason Barnard about branding to grow your business. Winnie Sun, better known as "The Wealth Whisperer", is the Managing Director, Founding Partner and Financial Advisor of Sun Group Wealth Partners. She's been featured on CNBC, FoX Business, Cheddar and in over a 100 other interviews for various outlets as an entrepreneur, speaker and media personality.  Every encounter you have with a prospect or customer is part of business branding. Generally, there is online and offline branding, both of which are crucial for any business. In this podcast episode, Winnie Sun joins Jason Barnard to shed light on where and how to start building your own brand. Discussing even the possibility of faking personality brand ideas. Winnie Sun also explains that you need to focus on different forms of marketing to get your content and information out there, build a social media reach, and focus on what she calls centers of influence. You'll also learn how Winnie Sun implemented personal branding to her own company in this fascinating discussion. As always, the show ends with passing the baton… Winnie passes the virtual baton to next week's incredible guest, Lidia Infante. What you'll learn from Winnie Sun 00:00 Winnie Sun with Jason Barnard00:38 Winnie Sun's Brand SERP and Knowledge Panel02:02 Talking about brands online and offline03:04 Branding is much more than just your appearance in Google03:12 Where and how do you start building a good, solid, reputable business offline?07:16 Does branding drive sales or do sales drive branding?10:19 Winnie Sun's take on branding. Is it possible to fake personality brand ideas?11:35 Marketing is a lot like alcohol13:28 Focus on centers of influence20:55 If you don't become a voice for your business, your industry will be the voice of your business.22:47 Thinking brand in terms of Entities25:14 Using your own personal brand to drive your company's brand30:22 Passing the Baton: Winnie Sun to Lidia Infante This episode was recorded live on video December 28th 2021 Recorded live at Kalicube Tuesdays (Digital Marketing Livestream Event Series). Watch the video now >> https://youtu.be/zkOuHYtPVis

Winnie Sun talks with Jason Barnard about branding to grow your business. Winnie Sun, better known as "The Wealth Whisperer", is the Managing Director, Founding Partner and Financial Advisor of Sun Group Wealth Partners. She's been featured on CNBC, FoX Business, Cheddar and in over a 100 other interviews for various outlets as an entrepreneur, speaker and media personality.  Every encounter you have with a prospect or customer is part of business branding. Generally, there is online and offline branding, both of which are crucial for any business. In this podcast episode, Winnie Sun joins Jason Barnard to shed light on where and how to start building your own brand. Discussing even the possibility of faking personality brand ideas. Winnie Sun also explains that you need to focus on different forms of marketing to get your content and information out there, build a social media reach, and focus on what she calls centers of influence. You'll also learn how Winnie Sun implemented personal branding to her own company in this fascinating discussion. As always, the show ends with passing the baton… Winnie passes the virtual baton to next week's incredible guest, Lidia Infante. What you'll learn from Winnie Sun 00:00 Winnie Sun with Jason Barnard00:38 Winnie Sun's Brand SERP and Knowledge Panel02:02 Talking about brands online and offline03:04 Branding is much more than just your appearance in Google03:12 Where and how do you start building a good, solid, reputable business offline?07:16 Does branding drive sales or do sales drive branding?10:19 Winnie Sun's take on branding. Is it possible to fake personality brand ideas?11:35 Marketing is a lot like alcohol13:28 Focus on centers of influence20:55 If you don't become a voice for your business, your industry will be the voice of your business.22:47 Thinking brand in terms of Entities25:14 Using your own personal brand to drive your company's brand30:22 Passing the Baton: Winnie Sun to Lidia Infante This episode was recorded live on video December 28th 2021 Recorded live at Kalicube Tuesdays (Digital Marketing Livestream Event Series). Watch the video now >> https://youtu.be/zkOuHYtPVis

Winnie Sun talks with Jason Barnard about branding to grow your business. Winnie Sun, better known as "The Wealth Whisperer", is the Managing Director, Founding Partner and Financial Advisor of Sun Group Wealth Partners. She's been featured on CNBC, FoX Business, Cheddar and in over a 100 other interviews for various outlets as an entrepreneur, speaker and media personality.  Every encounter you have with a prospect or customer is part of business branding. Generally, there is online and offline branding, both of which are crucial for any business. In this podcast episode, Winnie Sun joins Jason Barnard to shed light on where and how to start building your own brand. Discussing even the possibility of faking personality brand ideas. Winnie Sun also explains that you need to focus on different forms of marketing to get your content and information out there, build a social media reach, and focus on what she calls centers of influence. You'll also learn how Winnie Sun implemented personal branding to her own company in this fascinating discussion. As always, the show ends with passing the baton… Winnie passes the virtual baton to next week's incredible guest, Lidia Infante. What you'll learn from Winnie Sun 00:00 Winnie Sun with Jason Barnard00:38 Winnie Sun's Brand SERP and Knowledge Panel02:02 Talking about brands online and offline03:04 Branding is much more than just your appearance in Google03:12 Where and how do you start building a good, solid, reputable business offline?07:16 Does branding drive sales or do sales drive branding?10:19 Winnie Sun's take on branding. Is it possible to fake personality brand ideas?11:35 Marketing is a lot like alcohol13:28 Focus on centers of influence20:55 If you don't become a voice for your business, your industry will be the voice of your business.22:47 Thinking brand in terms of Entities25:14 Using your own personal brand to drive your company's brand30:22 Passing the Baton: Winnie Sun to Lidia Infante This episode was recorded live on video December 28th 2021 Recorded live at Kalicube Tuesdays (Digital Marketing Livestream Event Series). Watch the video now >> https://youtu.be/zkOuHYtPVis

Winnie Sun, the Award-Winning Financial Advisor, TV Contributor, and Founding Partner of Sun Group Wealth Partners, joins the show to share her journey from her parents declaring bankruptcy to becoming one of the most influential financial advisors in the world. Hear how to manage your finances as an entrepreneur, benefit from tax shelters, find what makes you happy, how her hashtag got over 25 billion impressions on social media, and the craziest thing she’s seen from a live TV audience. Connect with Winnie on Twitter and LinkedIn at @WinnieSun

What happens when you experience perpetual defeat? You become extremely resilient. Today's guest is a wildly successful Financial Advisor, Winnie Sun, who perpetually dealt with adversity growing up and early in her Finance career. She overcame it and Winnie is now one of the most trusted and followed financial voices on social media today. Her trending business Tweetchat averages over 150 MM impressions per week on Twitter. With more than 20 years of experience in the financial services industry, Winnie serves on the CNBC Financial Advisor Council, is a popular Forbes contributor, is a regular Good Day Los Angeles, Fox News, and Digital Trends television contributor. She is frequently quoted in publications including The Wall Street Journal, CNBC, Forbes, The New York Times, and many others. Winnie leads as the Managing Partner of Sun Group Wealth Partners and was previously First Vice President of Wealth Management, Senior Investment. Winnie and I explore a myriad of avenues, including going from Hollywood to Finance to thriving wealth management and media businesses.

Winnie Sun is the founder of Sun Group Wealth Partners and a financial expert who regularly talks about money on CNBC, Forbes and other major outlets.  

This episode of Millennial Debt Domination will answer all of your investing questions. If you’re new to investing or are if you want to start, this episode will take a deep dive into different ways you can start investing and how to get started. Katie is joined by Winnie Sun, who is the founder of the Sun Group Wealth Partners. Winnie loves to talk all things, investing, money, personal finance, and so much more. Katie and Winnie discuss how much you need to start investing, why you should invest in your company’s 401(k), the power of compound interest, and much more!   You can follow Winnie on Twitter @WinnieSun and let her know you heard her on Millennial Debt Domination! You can also join in her Tweet Chat every Wednesday at 2 PM ET by following #WinnieSun on Twitter.   We’re currently preparing for an ‘Ask Me Anything’ episode of Millennial Debt Domination. You can let us know you’re questions through social media or you can e-mail Katie at olm@navicoresolutions.org   Follow Navicore Solutions on Social Media: Twitter: @NavicorePR Instagram: @NavicoreSolutions Facebook: NavcoreSolutionsPR

Handling difficult financial situations. Ryan Foland speaks with Winnie Sun, the Managing Director of Sun Group Wealth Partners. A leading financial expert, she is a CNBC Financial Advisor Council Member and a “top advisor” speaker at national industry events. In this episode of our COVID19 special series, Ryan and Winnie dive into what speakers can do to get on their feet financially in troubling times. Whether you have prepared for an emergency situation or not, whether you are still getting paid or not, this interview has many insights on what you can do right now to set yourself up for the future. One of the key messages in this interview is to start looking at a plan B, plan C and plan D. Start looking at how you can build your business and make money right now, instead of holding out and waiting for this difficult situation to be over Tune in for an interview chock full of insights on how to get your finances on the right track and use this time to build for the future.

Subscribe: Let us do the hard work and send the podcast to you: https://bit.ly/2NZjODA Review: Share the love and leave a 5* review: http://getpodcast.reviews/id/1375904962 Guest and Episode Links Winnie Sun http://winniesun.com Enjoy the Episode - Happy Marketing! www.marketingstudylab.co.uk https://www.linkedin.com/in/petersumpton/ https://www.facebook.com/groups/marketingstudylab/ https://twitter.com/cousinp81 (@cousinp81) Intro This episode is all about finance, which is something that can be a difficult topic to discuss from a business or personal perspective. So in this episode we’re chatting to Winnie Sun, found of the Sun Group Wealth Partners but more importantly for us, Winne makes money talk relatable. A contributor for Forbes and having appearances on CNBC, ABC, CBS and Fox Business, Winnie is committed to helping anyone with their finance from those with millions to invest to the smaller $100 savings. Some of the actionable tips that we discuss are; - What should we be doing with our money now - What not to do - And what we should be doing in times of change or even crisis Check out the episode video: https://youtu.be/W5k94RqhS0E Takeaways - You need to start taking money seriously…. And start talking about it! So many comparisons with going the gym here. You need to be consistent, take it seriously and work on it daily. Don’t expect to know everything as soon as you walk through those financial doors either. Take your time and learn, build and grow. - Make sure you have a purpose, work out how this can make money and do the back tracking to figure out where to start. You have so much more chance of winning if you are passionate about what you do and what brings the money in. - And finally, have a plan! But not just one plan, many. In a world where we are told to niche down, go deep and own this space (which is so true), there is no reason you can’t do this for multiple spaces and multiple niches. As Winne said, which is so prevalent to the times we live in, make sure you have a plan B, C, D and E – if plan A isn’t working, you still have 4 plans to fall back on. Music Featured on this Podcast: Sleepy in the Garden Lobo Loco www.musikbrause.de Creative Commons License

Winnie Sun returns to What's The Word? to share about her show, Level Up With Winnie, set to launch this year She is the co-founder of Sun Group Wealth Parters, a trusted financial consulting firm providing financial planning services to small business owners, senior executives, celebrities, and established families throughout the West Coast. Winnie has made appearances in major media like Forbes, CNBC, Cheddar, USA Today. She is also the host of #winniesun, twitter chat.  the largest global money chat on social media. Winnie also hosts other live stream shows simultaneously on Twitter and LinkedIn Website: www.sungroupwp.com Twitter: @winniesun LinkedIn: @winniesun  

We chat with Sun Group Wealth Partners' co-founder Winnie Sun about social media influencing, HQ video tips, and 'delighting yourself and clients' through content.

Winnie Sun is one of the most followed financial advisors on social media today. She's the Managing Director of Sun Group Wealth Partners, a trusted financial consulting firm on the West Coast. With more than 16 years of experience in the financial services industry, she is frequently featured as a “top advisor” speaker at national industry events, appears on CNBC’s Closing Bell and Fox Business News as a market commentator, is the host of TuneIn radio’s business show Renegade Millionaire. She has been selected as part of the 2015 Investment News' Twenty Women to Watch list for her ability to effect change in industry, willingness to share her experience and her ability to give back to the community. She is passionate about College Savings, Millennial investing trends, and Personal Finance. - For a Complimentary Consult with Winnie and her team, please visit their website at www.sungroupwp.com.

Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, a trusted award winning financial consulting firm providing financial planning services to small business owners, senior executives, celebrities, tech elite, and established families throughout the West Coast. Winnie is one of the most followed financial advisors on social media today. With more than 16 years of experience in the financial services industry, Winnie has been selected as Investment News' Twenty Women to Watch, is frequent speaker at national events, appears on CNBC’s Closing Bell and Fox Business News as a market commentator, is a regular contributor to Forbes, is the host of TuneIn radio’s business show Renegade Millionaire, host of the Renegade Mom TV show on Modern Mom, appears on CBS as a finance expert, and is quoted in publications including The Wall Street Journal, CNBC, The New York Times, Yahoo! Finance, AOL Finance, HuffPost LIVE, theStreet TV, USA Today, TheStreet show, Rep Magazine, OnWallstreet Magazine, Financial Planning Magazine, FA Magazine, AdvisorOne Magazine, GreersOC, Orange County Business Journal, Orange County Register, OC Metro, OC Family, and many others.  Website: https://sungroupwp.com/ Facebook: https://www.facebook.com/sungroupwp Twitter: https://twitter.com/sungroupwp

Winnie Sun is the Founder of Sun Group Wealth Partners, an award-winning financial consulting firm. Today, Winnie will share one simple tip for building wealth that you can start doing today. More at www.bemovingforward.com. Follow us on Facebook, Twitter, LinkedIn @Bemovingforward The Corporate Cliches Adult Coloring Book is available on Amazon and Barnes & Noble online: Just go to Bit.ly/corporatecliches

Winnie Sun, founding partner and managing director of Sun Group Wealth Partners, joins Host Deirdre Breakenridge on Women Worldwide. With more than 16 years of experience in the financial services industry, Winnie has been selected as Investment News' Twenty Women to Watch. She is frequently featured as a “top advisor” speaker at national events, is a contributor to Forbes, Fox Business, CNBC broadcast, and CBS News. She is also considered the most social advisor on social media. On the show, Winnie shares her best practices on Twitter and how she builds business relationships through her participation. She got started on Twitter knowing that “like attracts like.” Her advice to professionals is "you have to start out identifying 10 of your closest friends." You also have to be present, share methodically and strategically. But, most of all, you have to be human and treat others the way you want to be treated. If you can text then you can tweet.  Winnie also discusses how tweet chats are a great way to meet people, grow your community and to learn. Some of her favorite social media tools include the Buffer app, Jukebox..com for evergreen content and Twitter lists. A little more about Winnie Sun … Winnie has a weekly tweet chat (#WinnieSun) and she is also a podcaster. On her show, Renegade Millionaire Show Winne interviews entrepreneurs, high profile CEOs, and the nation's top trailblazers in business and entertainment.  As an independent advisor, Winnie is called upon to educate large corporate and nonprofit groups on planning strategies. She has been honored with invitations to the Barron’s Winner’s Circle for Top Women Financial Advisors beginning in 2006 to the present and has been coined "The Wealth Whisperer" by OC Metro Magazine's 40 under 40. You can connect with Winnie on LinkedIn and Twitter @SunGroupWP

Winnie Sun is a different kind of financial adviser. While many of her industry colleagues would strive for the same goals she does in providing the best, most high-quality customer service, not as many would take that goal to the level of launching an in-house multimedia company designed to provide financial advice. But, Winnie did just that. As the managing director and founding partner of Irvine, Calif.-based financial consulting firm Sun Group Wealth Partners, Winnie not only serves her corporate and individual clients, but she also serves as a thought leader in the financial realm. Through the firm’s multimedia company, Winnie works with her team to record daily video segments for YouTube that helps those of us a little less financially savvy to navigate the world of investing and our personal finances. This on-demand content (that also includes a podcast, heavy social media presence and increased emphasis on mobile-first) was created after many long discussions where the firm realized that the industry wasn’t adapting as fast as a customer’s needs. “We had a vision in mind to create a relevant, attractive and top-of-mind firm for the next generation,” Winnie says. In addition to changing her firm’s approach, Winnie also pens financial advice for Forbes and Nerd Wallet (among many, many others) and appears frequently on CNBC and CBS, in addition to a handful of other top networks. Prior to Sun Group Wealth Partners, Winnie held positions at Morgan Stanley Smith Barney, and before that she had a less traditional financial services career path, working as an entrepreneur as founder of CH Entertainment. The Los Angeles-based television audience production company had clients ranging from America’s Funniest Home Videos to Jeopardy and Wheel of Fortune.

Winnie Sun, founding partner and managing director of Sun Group Wealth Partners, joins host Deirdre Breakenridge on Women Worldwide. With more than 16 years of experience in the financial services industry, Winnie has been selected as Investment News' Twenty Women to Watch. She is frequently featured as a “top advisor” speaker at national events, is a contributor to Forbes, Fox Business, CNBC broadcast, and CBS News. On the show, Winnie discusses how she went from a career in entertainment working on America’s Funniest Home Videos to financial wealth management and launching her own firm. Winnie has also worked  on a nationwide Millennial Study focused on the spending habits of Millennials, with several surprising results and misconceptions she shares on the show. As a successful entrepreneur, Winnie points out her business and personal challenges and gives advice to business professionals on how to create success and happiness in life. A little more about Winnie Sun … Winnie is known as the most “social” financial adviser in her industry. She has a weekly tweet chat (#WinnieSun) and she is also a podcaster. On her show, Renegade Millionaire Show” she interviews entrepreneurs, high profile CEOs, and the nation's top trailblazers in business and entertainment.  As an independent advisor, Winnie is called upon to educate large corporate and nonprofit groups on planning strategies. She has been honored with invitations to the Barron’s Winner’s Circle for Top Women Financial Advisors beginning in 2006 to the present and has been coined "The Wealth Whisperer" by OC Metro Magazine's 40 under 40. You can connect with Winnie on LinkedIn, Twitter @sungroupwp and Sun Group Wealth Partners on Facebook  

Segment 1: Mike Cardoza is a former senior executive of a debt-buying company, a debt collection agency, and a major regional high-volume debt collection law firm. Mike founded The Cardoza Law Corporation in order to share the truth about consumer credit and finance with clients and to be their “partner in prosperity”. He is the author of "The Secret World of Debt Collection: Beat Collectors at Their Own Game - A Former Collections Executive Reveals How". Segment 2: Joshua Reeves believes in the power of software to solve complex problems and co-founded ZenPayroll to deliver delightful, modern payroll to businesses everywhere. Joshua was selected to the 2012 Forbes 30 Under 30 list and is a regular contributor to Forbes, Entrepreneur and Business Insider. Segment 3: Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, a trusted financial consulting firm providing financial planning services to small business owners, senior executives, celebrities, and established families throughout the West Coast. Segment 4: Andrew Davis is the author of “Brandscaping: Unleashing the Power of Partnership”, one of Amazon's top 100 marketing books. He has produced a documentary film called Roadside Ambition, the amazing true story of one small town and two huge balls. His new book “Town, Inc.” is coming out this Fall. Segment 5: Michael Saltsman is the Research Director at the Employment Policies Institute and former field economist at the Bureau of Labor Statistics. Sponsored by Sage and Nextiva. 

Did you know that wealth management services represent much more than “run of the mill” financial planning? If you never understood that there is a difference between the two, or have asked yourself whether you can use the services of a wealth manager, then you should join me for this episode of Ultra You. My guest, Winnie Sun, co-founder and managing director of Sun Group Wealth Partners, has a strong entrepreneurial background and more than 15 years in the finance industry. She provides the answers to these questions and more during this two-part interview.

Did you know that wealth management services represent much more than “run of the mill” financial planning? If you never understood that there is a difference between the two, or have asked yourself whether you can use the services of a wealth manager, then you should join me for this episode of Ultra You. My guest, Winnie Sun, co-founder and managing director of Sun Group Wealth Partners, has a strong entrepreneurial background and more than 15 years in the finance industry. She provides the answers to these questions and more during this two-part interview.