Podcast appearances and mentions of Winnie Sun

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 

Do you ever feel like your finances are running amok while you're busy building your empire? In this episode, Finola sits down with Winnie Sun, a leading financial advisor and regular contributor to CNBC, Forbes, Fox News and more. Known as the wealth whisperer, Winnie discusses her money journey and the lessons she's learned along the way. Listen in as Winnie emphasizes the importance of taking care of ourselves financially, particularly for entrepreneurs who often put themselves last, not considering crucial factors such as retirement plans, emergency funds, and future healthcare costs. The conversation takes a closer look at the importance of financial security and how it can help achieve personal peace and success. Winnie shares how small steps, such as setting up automatic contributions to a savings account, can have a significant impact. She further explores how entrepreneurs can view their art as a business without compromising their creativity and discusses the need for healthy conversations about money, devoid of shame. Key points throughout include: Financial self-care strategies for entrepreneurs Embracing healthy conversations about money How to improve your relationship with money Personal growth and investing in yourself The art of slowing down to speed up Hiring and retaining top talent in business Women's relationship with money and investing "As a society have to get comfortable with the concept of money. We have to be okay with talking about money and and having people in our lives that we can discuss it with, without feeling shame or feeling like we're bragging. I think if we had more of those conversations, less people would be in debt, they would put less on their credit cards and they would have less stress. – Winnie Sun YOU'RE AMAZING AT WHAT YOU DO! But it hasn't translated into the success you wished for. It's time to do something about it. It's time to bring in the team that will make all the difference to your business. Design Your Own Success™ is a 5-day Experiential Workshop running from 11-16 November 2023 at the Brook Lodge Hotel, Co. Wicklow. To learn more on how you can fast-track your success, visit www.designyourownsuccess.com Get connected with Winnie Sun: https://www.linkedin.com/in/winniesunhttps://twitter.com/winniesunhttps://www.winniesun.com/ Get connected with host Finola Howard: https://www.finolahoward.com/ https://www.linkedin.com/in/finolahoward/ https://www.instagram.com/thisisfinolahoward https://www.facebook.com/thisisfinolahoward https://www.youtube.com/c/howgreatmarketingworks https://www.twitter.com/FinolaHoward This podcast is proudly produced in partnership with podlad.com

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 Episode 108 of the #MindVine mental health podcast, we talk with Dr. Amer Burhan, Physician-in-Chief at Ontario Shores, and Dr. Winnie Sun, Assistant Professor at Ontario Tech, about the Advancement for Dementia Care Centre (ADCC). The ADCC aims to improve the quality of life of those living with dementia by using innovation to develop new approaches to support their psychosocial needs and behavioural challenges. The #MindVine podcast is hosted by Darryl Mathers (@DarrylMathers). The podcast is available on Spotify and Apple Podcasts.

Today, we celebrate episode 400 with eight returning guests, including Starr Ridley, Winnie Sun, Fred Brandon, Angelo Spenillo, William Christopher Ford, Rich Perry, Debby Le, and Ashley Waters Gordon. John also shares his thoughts on reaching episode 400 and what's ahead for the podcast. More at www.bemovingforward.com. Books and podcasts available at linktr.ee/johnlim Get The Poshmark Guide for Individuals and Small Businesses -and- The Poshmark Journal for Individuals and Small Businesses Get the Corporate Cliches Adult Coloring Book Get I Am a Professional Metalhead: Audiobook free with Audible trial (affiliate link) / Audiobook on Apple Audiobooks / Paperback or Kindle (affiliate link) Follow us on Facebook, Twitter, LinkedIn (@Bemovingforward). linktr.ee/johnlim Note: links to Amazon and Audible products are affiliate links through which the author receives a small commission from sales.

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/

You've heard the Internet buzzing about it—virtual reality. Digital currency. A cyberspace like none other we've ever seen before. All of these terms amount to… The metaverse. On this week's Yes Factor with Winnie Sun, Cathy Hackl aka “The Chief Metaverse Officer” is here for a chat about the latest talk of the town: the metaverse, and what exactly it holds for the future of our businesses and our lives. You're going to want to strap yourselves in for a deep dive into the new age of technology.  “This is not slowing down. We are on a high-speed train. Destination: Metaverse.”

In this bonus episode we'll introduce you to Winnie Sun's Yes Factor podcast, now a part of #LinkedInPresents. In this episode, Winnie chats with Sharon Smith-Akinsanya, CEO and founder of the Rae Mackenzie Group. After spending over 20 years working with fortune 500 companies and building career-advancement opportunities for Professionals of Color, Sharon shares the worth of real change.

Welcome to Winnie Sun's Yes Factor! We've just been through nearly two years of change and self-discovery. For many of us, our future looks quite different from just a few years ago. But, just as pressure can convert coal to diamonds, change can be the catalyst for greatness. The experiences you live, the people you meet, the opportunities you take: what separates those who win and those who get passed by?   Join Winnie as she talks to business leaders and trailblazers about their own journeys to getting to the “Yes”. 

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

Dom Hodgson talks with Jason Barnard about Santa SEO. Dom Hodgson is the co-founder of Little Warden (which some would say is the greatest tool for site issue monitoring) BUT he's not here to talk about that he's here to talk about his nighttime activities, Christmas Lights. The Hodgson Christmas Light Show in Leeds. In this episode, Dom Hodgson talks about designing and building a unique Christmas light display along with marketing tips, from PR, SEO and social media, telling people about your display can be as complicated as building the thing! Along the way, Dom shares a personal story about how he turned the disappointment of a cancelled dream Disney holiday into a powerful PR opportunity.  As always, the show ends with passing the baton… Dom passes the virtual baton to next week's lovely guest, Winnie Sun. What you'll learn from Dom Hodgson 00:00 Dom Hodgson with Jason Barnard01:15 Dom Hodgson's Brand SERP04:37 The Hodgson Family Lights (A Christmas Light Show in Leeds)06:48 How did Dom Hodgson build and promote a local holiday event?10:25 Year-long plans for promoting the event20:36 Social media promotion for events24:19 Dom talks about local promotion for events29:00 Dom shares their press release strategy for the Christmas light show This episode was recorded live on video December 21st 2021 Recorded live at Kalicube Tuesdays (Digital Marketing Livestream Event Series). Watch the video now >> https://youtu.be/ZKopgRWFm-M

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

Dom Hodgson talks with Jason Barnard about Santa SEO. Dom Hodgson is the co-founder of Little Warden (which some would say is the greatest tool for site issue monitoring) BUT he's not here to talk about that he's here to talk about his nighttime activities, Christmas Lights. The Hodgson Christmas Light Show in Leeds. In this episode, Dom Hodgson talks about designing and building a unique Christmas light display along with marketing tips, from PR, SEO and social media, telling people about your display can be as complicated as building the thing! Along the way, Dom shares a personal story about how he turned the disappointment of a cancelled dream Disney holiday into a powerful PR opportunity.  As always, the show ends with passing the baton… Dom passes the virtual baton to next week's lovely guest, Winnie Sun. What you'll learn from Dom Hodgson 00:00 Dom Hodgson with Jason Barnard01:15 Dom Hodgson's Brand SERP04:37 The Hodgson Family Lights (A Christmas Light Show in Leeds)06:48 How did Dom Hodgson build and promote a local holiday event?10:25 Year-long plans for promoting the event20:36 Social media promotion for events24:19 Dom talks about local promotion for events29:00 Dom shares their press release strategy for the Christmas light show This episode was recorded live on video December 21st 2021 Recorded live at Kalicube Tuesdays (Digital Marketing Livestream Event Series). Watch the video now >> https://youtu.be/ZKopgRWFm-M

Dom Hodgson talks with Jason Barnard about Santa SEO. Dom Hodgson is the co-founder of Little Warden (which some would say is the greatest tool for site issue monitoring) BUT he's not here to talk about that he's here to talk about his nighttime activities, Christmas Lights. The Hodgson Christmas Light Show in Leeds. In this episode, Dom Hodgson talks about designing and building a unique Christmas light display along with marketing tips, from PR, SEO and social media, telling people about your display can be as complicated as building the thing! Along the way, Dom shares a personal story about how he turned the disappointment of a cancelled dream Disney holiday into a powerful PR opportunity.  As always, the show ends with passing the baton… Dom passes the virtual baton to next week's lovely guest, Winnie Sun. What you'll learn from Dom Hodgson 00:00 Dom Hodgson with Jason Barnard01:15 Dom Hodgson's Brand SERP04:37 The Hodgson Family Lights (A Christmas Light Show in Leeds)06:48 How did Dom Hodgson build and promote a local holiday event?10:25 Year-long plans for promoting the event20:36 Social media promotion for events24:19 Dom talks about local promotion for events29:00 Dom shares their press release strategy for the Christmas light show This episode was recorded live on video December 21st 2021 Recorded live at Kalicube Tuesdays (Digital Marketing Livestream Event Series). Watch the video now >> https://youtu.be/ZKopgRWFm-M

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 is one of the most followed financial advisors on social media today. With more than 17 years of experience in the financial services industry, Winnie serves on the CNBC Financial Advisor Council, has been selected as Investment News' Twenty Women to Watch*, is a frequent speaker at national events, appears on CNBC's Closing Bell, Fox Business News, and Cheddar TV as a market commentator, is a regular contributor to Forbes, NerdWallet, Influencive, MoneyTips, ModernMom, Galtime, Bloomberg's AssetTV, is the host of TuneIn radio's business show Renegade Millionaire, appears on CBS as a finance professional, and is quoted in publications including The Wall Street Journal, CNBC, ABC, 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. As an independent wealth advisor, Winnie is regularly called upon to educate large corporate and nonprofit groups on planning strategies. Winnie has been honored with invitations to attend the conference for Barron's Winner's Circle for Top Women Financial Advisors beginning in 2006 to present, named Investment News' 20 Women To Watch, and coined “The Wealth Whisperer” in OC Metro's “40 under 40” recognition***, and awarded first place in Rise Ranking's 2017 Women in Finance Power 100 list. https://rebrand.ly/WinnieSunList (This Full video episode available for free at: https://rebrand.ly/WinnieSun) https://rebrand.ly/WinnieSunList (All of the products discussed in this podcast can be found here: https://rebrand.ly/WinnieList) https://dealcasters.live/ (All video episodes available for free at: https://dealcasters.live) Follow Dealcasters: https://dealcasters.live/ (Amazon) https://www.instagram.com/dealcasters (Instagram) https://www.twitter.com/dealcasterslive (Twitter) https://rebrand.ly/DealcasterYouTube (YouTube) https://www.linkedin.com/company/dealcasters-live (LinkedIn) https://www.facebook.com/dealcasterslive (Facebook) https://www.twitch.tv/dealcasters (Twitch) https://www.tiktok.com/@dealcasters (TikTok) Support this podcast

Today: Greg and not-shocking conclusion of the lawn mower, house that looks like Darth Vader, 2-year old Mensa, fake mansion, Greg's new show The Loop with Winnie Sun, and more!! Follow it here, and have a great afternoon friends!

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

Would you like your children to become financially literate? Would you like to learn some best practices from a millionaire financial planner? THEN Check out my interview with the one and only Winnie Sun. During the interview, we discussed best practices to help our children become financially literate Winnie Sun is an award-winning financial advisor. Her work has been featured on Forbes, Fox Business, CNBC, Yahoo Finance, CBS, and so many other places. ---- Financial literacy is so important to a child's future- and life-readiness. Yet, it is something that schools fail to teach Parents MUST take charge & teach their children this important subject themselves and stay educated ---- You can watch our interview on my YouTube channel via this link. ---- Give this episode a listen and give your biggest takeaway by sharing this on Twitter, Instagram, or LinkedIn. Make sure to tag me @AiAddysonZhang and use my hashtag, #ClassroomWithoutWalls --- Do you know that this podcast is also a weekly live streaming show? Every Friday, at 9am PST | noon EST, my guest and I go live on LinkedIn, Facebook, Twitter, YouTube, and Twitch to deliver valuable content to you. I highly encourage you to join us live and ask your questions. You will get immediate answers! You can follow my other social media channels: LinkedIn | Instagram | Facebook ---

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 from your phone: http://getpodcast.reviews/id/1375904962  (from anywhere else hit the ‘Write a Review’ button in the Apple Podcasts app or iTunes) What Episode Snippets are in this look back of Marketing Study Lab 2020: Communicating Effectively and Saying Things Better with Lila Smith founder of Say Things Better – Episode 141 https://marketingstudylab.co.uk/communicating-effectively-and-saying-things-better/  Content Planning with Andy Lambert Director at ContentCal - Episode 132 https://marketingstudylab.co.uk/content-planning/  Inclusive Marketing with Martyn Sibley founder of Disability Horizons - Episode 126 https://marketingstudylab.co.uk/inclusive-marketing-with-martyn-sibley/  Finding Your Content DNA with John Espirian The Relentlessly Helpful Technical Copywriter - Episode 113 https://marketingstudylab.co.uk/finding-your-content-dna-with-john-espirian/  Transforming Threats into Opportunities with Joe Glover Found of The Marketing Meet-Up - Episode 112 https://marketingstudylab.co.uk/transforming-threats-into-opportunities/  Financial Future with Winnie Sun of the Sun Group Wealth Partners - Episode 109 https://marketingstudylab.co.uk/financial-future-with-winnie-sun-of-the-sun-group-wealth-partners-episode-109/  Reading Body Language with Mark Bowden the Body Language Expert - Episode 104 https://marketingstudylab.co.uk/reading-body-language-with-mark-bowden-the-body-language-expert/  Infographics with Brian Wallace of NowSourcing – Episode 100 https://marketingstudylab.co.uk/infographics-with-brian-wallace/  Understanding Marketing with Douglas Burdett from the Marketing Book Podcast - Episode 98 https://marketingstudylab.co.uk/understanding-marketing-with-douglas-burdett-from-the-marketing-book-podcast-episode-98/  Enjoy the Episode - Happy Marketing! Website Thingy: www.marketingstudylab.co.uk  The Professional Bit: https://www.linkedin.com/in/petersumpton/  Facebook Community: https://www.facebook.com/groups/marketingstudylab/  Tweet Tweet: https://twitter.com/cousinp81  Summary Well it’s been a year of change on the podcast, as I tried to bring you even more actionable knowledge alongside all the amazing guests. As this is the last episode of the year, it’s an opportune time to take a look at some of the highlights from the podcast during 2020. I’d love to share all the episodes with you, but that feels a little excessive, so I strung together some memorable moments, some marketing genius and of course, some actional knowledge. But as always, starting with a random opener, I think my fav answer came at the start of this month when Lila Smith was on the podcast and I asked her, what her favourite line from a musical was. Enjoy and Happy New Year. Music Featured on this Podcast: Sleepy in the Garden Lobo Loco www.musikbrause.de  Creative Commons License

Welcome back to Let's Talk About Brand! Today we are talking with financial educator and analyst Winnie Sun. She's the perfect person to talk to us about owning a niche. She's on TV five days a week and she's been ranked the most influential female in the finance space on social media!In this episode, we talk to Winnie about how she came to own this niche. People were so excited to hear that she would be joining us on Let's Talk About Brand because she's so influential in the social media space! This episode was originally broadcast as a livestream on December 4, 2020. It has been edited from its original format.***Follow Christine Gritmon on Twitter: @cgritmon and join her each Tuesday for the #ChatAboutBrand Twitter chatSubscribe to the Let's Talk About Brand Newsletter that goes out every Monday to ensure you don't miss a beat!Listen to Let's Talk About Brand on your favorite podcast platform!You can listen and subscribe to all of Adweek's podcasts by visiting adweek.com/podcasts.Stay updated on all things Adweek Podcast Network by following us on Twitter: @adweekpodcasts.And if you have a question or suggestions for the show, send us an email at podcast@adweek.com. Hosted on Acast. See acast.com/privacy for more information.

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.  

Winnie Sun, California based personal finance expert and financial advisor, interviews Jason Hartman, "real estate guru," on current housing trends across the US and globally. It's important to note that beyond real estate having localized markets, there are precisely three categories of real estate markets. Tune in to hear Jason Hartman explain cyclical, linear, and hybrid markets and put you investment capital today.  Key Takeaways: [2:30] How has Covid-19 influenced where people want to live? [4:00] The "one, two, three" that were the first steps in millennials leaving high-density areas. [6:20] Discussing generational demographics and the influence in weight from each.  [8:45] The US and significant suburban history.  [12:10] Supply/demand shock in its current state. [15:00] High unemployment and inflation at the same time are likely leading to stagflation.  [17:00] Is now a good time to buy real estate? [20:00] Buy low sell high, that's step one for investment properties, a multi-dimensional asset class. Websites:  JasonHartman.com/Asset JasonHartman.com/Webinar www.JasonHartman.com www.JasonHartman.com/properties Jason Hartman Quick Start Jason Hartman PropertyCast (Libsyn) Jason Hartman PropertyCast (iTunes) 1-800-HARTMAN

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 Great Pandemic Financial Advice with paypal.

Having a firm grasp of your finances can be a life saver in uncertain times. Winnie Sun joins Rachel on this episode of Business Bites to give you some tips on investing, contributing to 401Ks, and even teaching your kids about money.  Full show notes & links to resources mentioned: https://rachelbrenke.com/epi114  Join the Business Bites Podcast® group to chat about this episode: https://rachelbrenke.com/group

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  

Financial Advisor Humor with Winnie Sun

In today's episode Stephanie Liu and Winnie Sun breakdown the ins and outs of freelancing, Twitch drops numbers showcasing how their non-gaming content is growing and Twitter wants to monetize its creators!

On this episode of Teach Me How to Money, financial advisor Winnie Sun teaches us what it means to be mentally strong, and why getting creative about making money can help you gain confidence and help you take control of your financial life. She’ll also talk about why you should try to increase your financial knowledge every day. See acast.com/privacy for privacy and opt-out information.

Winnie Sun returns to What's The Word? to share about live streaming and also her twitter chat by the name of #winniesun. She is the co-founder of Sun Group Wealth Management and has made several appearances on CNBC, Cheddar, Fox Business. Winnie also hosts a live stream show which she discusses about finances and recaps with guests from her twitter chat. Website: www.winniesun.com Twitter: @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.

We live in a busy world; life's more hectic than ever. Most of our listeners currently have a side hustle or plan to start one soon. But the struggle is monetization and fitting building their business while also working a full-time job to pay the bills.How to Grow and Monetize Your Brand When You’re Already BusyHow can we find time to grow and monetize when we're already pressed for time? Today's guest is Winnie Sun, and she explains how you can organically grow and monetize your brand while you're already busy.Winnie Sun has been called "the female of finance" and is currently ranked as the #1 woman in finance by Rise Global.But what Winnie Sun does goes beyond just the finance industry. She's also a regular contributor to Forbes, Good Day LA, and Fox New. She has her own podcast called Renegade Millionaire Show. And she's a keynote public speaker.Winnie Sun is without a debut, a Rockstar. How does she manage it all??? She shares her strategies and secrets with us in this episode of the Creating a Brand Podcast.For full show notes visit creatingabrandpodcast.comSupport the show (https://creatingabrand.com/join)

Episode 68: Hustle and Hard Work  Guest: Winnie Sun Women Rocking Wall Street is back and better than ever! Our first guest is a woman who’s done it all. A hustler who has reinvented herself time after time. Winnie Sun started her career in Hollywood, owning a television audience production company that brought in audiences for shows like “America’s Funniest Home Videos”, and “Wheel of Fortune”. This was her first successful business. Despite its success, Winnie’s Chinese immigrant parents didn’t delight in her chosen profession. Winnie decided to take night classes at UCLA, getting her certificate in financial planning. Shortly after, she received an offer from Smith Barney. That’s when everything changed. While cold calling at Smith Barney, Winnie sought out a more strategic way to solicit new business. She stayed after hours and made her cold calls while all her colleagues went home. She left voicemails, getting callbacks from individuals who actually wanted to talk to her. A few firms and years later, Winnie now leads a group of practitioners at her Sun Group, a financial advisory firm in Southern California. She writes for Forbes, is on CNBC’s advisory council, and is a mother and a heartfelt advisor. Winnie’s focused on reshaping the image of advisors and inspiring the next generation of investors and audiences.

Financial Advisory Winnie Sun learned a brutal lesson just before she went off to college after her frugal and hard working parents lost her college fund in a failed real estate venture.  For more information, visit the show notes at https://www.bobbirebell.com/podcast/winniesun

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.

With so many different social media platforms, how can your team keep up to stay connected with clients and consumers? Learn how Winnie Sun used social media & PR to attract clients to her financial firm. ThinkLikeAJournalist.com

Ross Brand with your Livestream Universe Update and Flash Briefing for Tuesday, June 5th, 2018. Building an audience for your live streaming content often means promoting shows on social media. There are opportunities to promote before, during and after you go live. At 8pm ET tonight, on Best of BeLive, Rachel Moore and I will share the most effective promotional tactics for gaining more viewers. Bring your questions about growing your audience. That's on the BeLive TV Facebook page. On a related topic, financial advisor Winnie Sun talks about social media marketing on a budget. She joins Madalyn Sklar for the #SocialROI After-chat. That's at 6:30pm ET on the Manage Flitter Facebook page. Also on today's viewing schedule: At 2pm ET, RJ Redden hosts Black Belt Bots. She'll discuss how to create an unforgettable experience using chatbots. That's on the on the Black Belt Bots Facebook page. At 3pm ET, Eddie Garrison hosts EG Live on his personal Facebook profile. He'll talk about common mistakes on social media. At 4pm ET, it's Magnet Marketers with Jessika Phillips and Mike Gingerich. Their topic is Best Practices for Social Media to Promote Your Event. That's of course on the Magnet Marketers Facebook page. And join us at 8pm ET for Best of BeLive with Ross and Rachel on the BeLive TV Facebook page. Show & event links at our website. For LivestreamUniverse.com, I'm Ross Brand. Have a great day! The post https://livestreamuniverse.com/promoting-livestreaming-shows-on-social-media/ (Promoting Livestreaming Shows on Social Media (Update Ep80)) appeared first on https://livestreamuniverse.com/ (Livestream Universe).

Ross Brand with your Livestream Universe Update and Flash Briefing for Tuesday, June 5th, 2018. Building an audience for your live streaming content often means promoting shows on social media. There are opportunities to promote before, during and after you go live. At 8pm ET tonight, on Best of BeLive, Rachel Moore and I will share the most effective promotional tactics for gaining more viewers. Bring your questions about growing your audience. That’s on the BeLive TV Facebook page. On a related topic, financial advisor Winnie Sun talks about social media marketing on a budget. She joins Madalyn Sklar for the #SocialROI After-chat. That’s at 6:30pm ET on the Manage Flitter Facebook page. Also on today’s viewing schedule: At 2pm ET, RJ Redden hosts Black Belt Bots. She’ll discuss how to create an unforgettable experience using chatbots. That’s on the on the Black Belt Bots Facebook page. At 3pm ET, Eddie Garrison hosts EG Live on his personal Facebook profile. He’ll talk about common mistakes on social media. At 4pm ET, it’s Magnet Marketers with Jessika Phillips and Mike Gingerich. Their topic is Best Practices for Social Media to Promote Your Event. That’s of course on the Magnet Marketers Facebook page. And join us at 8pm ET for Best of BeLive with Ross and Rachel on the BeLive TV Facebook page. Show & event links at our website. For LivestreamUniverse.com, I’m Ross Brand. Have a great day! Subscribe on iTunes: http://LivestreamUniverse.com/iTunes/ Enable on Alexa: http://LivestreamUniverse.com/Alexa Follow on Spreaker: http://LivestreamUniverse.com/Spreaker Listen on Spotify: http://LivestreamUniverse.com/Spotify

Winnie Sun one of the industry’s most sought after financial professionals.  She is a regular contributor to Forbes, she’s appeared on the biggest finance programs and channels in the country, including CNBC, ABC, CBS, Fox Business, hot finance startup Cheddar and dozens of local network affiliates to help viewers better understand their money.  She has spoken at major international conferences, to large audiences at Fortune 500 companies, has been named Investment News “20 Women To Watch” * and nicknamed “The Wealth Whisperer” by OC Metro Magazine. She’s now one of the hottest names in money. Winnie shares how she was able to create a successful career as one the industry's sought after financial professional and gained self confidence in herself along the way.  Check out her episode to listen to her story. Check out thetaoofselfconfidence.com for show notes of Winnie's episode, Winnie's website, resources, gifts and so much more.

“I remember he reached out to me and he said, 'You know, I kind of figured you were the right choice when I decided to work with you, but right now, I really know. And he started tearing up... And then that was the last time I ever saw him, he passed away shortly thereafter.” - Winnie Sun. Learn more about this episode of A Celebration of You at http://hollydowling.com/ep71.

How you can use social media as a successful path to marketing and specifically to facilitate work life balance. In this episode, the chat with Winnie Sun, co-founder of Sun Financial Group. Winnie explores what’s functioning when it comes to online social media marketing and why she still balances spending two thirds of her time in wealth management and business. She also talks about how she structured her team with her partner to support her practice. Get full episode show notes at kitces.com/38

In today’s world, most "high net worth" individuals consult regularly with a financial advisor. Financial advisors help guide their clients to everything from tax planning to life insurance. In this episode of Trading Stocks Made Easy, Tyrone Jackson, The Wealthy Investor, sits down to chat with Los Angeles financial advisor, Winnie Sun. Winnie explains step-by-step how she would help one of her multimillion dollar clients plan for the future. You have the power to change your life if you have a financial plan. Listening to episode 65 is a good place to start! Learn more about stock market trading at TheWealthyInvestor.net!

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 interviews Adam Simon, the writer of Man Down. Man Down opens theaters nationwide December 2, 2016. Simon talks about his journey from homelessness to writing the screenplay for Man Down inspired by conversations with his children.  SOCIAL MEDIA:  Website: http://www.adamgsimon.com/contact/  Twitter: https://twitter.com/adamsimonactor?lang=en  Facebook: https://www.facebook.com/adamsimonactor/ 

  Diversity. It's one of the factors behind Managing Director and Founding Partner of Sun Group Wealth Partners Winnie Sun's work philosophy. And together with Sun Group, she is working to serve businesses of all sizes and organizations with a wide range of services from investment management to charitable giving. 

Actor Greg Grunberg and TV Host Leeza Gibbons join us on this week's show!Greg Grunberg, who appeared in Star Wars: The Force Awakens and Heroes Reborn in late 2015, and Star Trek Beyond in 2016, is best known for his role as Matt Parkman, the mind-reading police officer on the television series Heroes. In real life, Grunberg is a hero and advocate of a different kind — serving as an advocate for people with epilepsy all over the country, including his oldest son, Jake, who was diagnosed at seven years old. Greg will share his experience as a dad and caregiver for his son and how they manage his epilepsy, and tell us about a new awareness campaign called #MyEpilepsyHero for Epilepsy Awareness Month.Caring for a loved one can be an extremely rewarding experience, but it can also be difficult and overwhelming. Many caregivers deal with guilt and worry about the amount of time they spend with a parent or family member. TV Host Leeza Gibbons is a longtime advocate for caregivers and joins us for National Caregivers Month. She will discuss improvements in senior care, share caregiving tips and offer her personal experience caring for her father.Women make approximately 80 percent of the health care decisions in their families and take the lead role in choosing health plans. So much of the burden rests on women to make health care decisions for themselves and their families this open enrollment, which is why we are talking to our next guest. She is one of the top wealth experts in the country and host of the popular radio show Renegade Millionaire, Winnie Sun. She has the results of an informative new study about working moms’ healthcare choices.Tamara Walker, RN, aka MomRN, and her expert guests share practical advice, information and support for raising a happy, healthy family.

Actor Greg Grunberg and TV Host Leeza Gibbons join us on this week's show!Greg Grunberg, who appeared in Star Wars: The Force Awakens and Heroes Reborn in late 2015, and Star Trek Beyond in 2016, is best known for his role as Matt Parkman, the mind-reading police officer on the television series Heroes. In real life, Grunberg is a hero and advocate of a different kind — serving as an advocate for people with epilepsy all over the country, including his oldest son, Jake, who was diagnosed at seven years old. Greg will share his experience as a dad and caregiver for his son and how they manage his epilepsy, and tell us about a new awareness campaign called #MyEpilepsyHero for Epilepsy Awareness Month.Caring for a loved one can be an extremely rewarding experience, but it can also be difficult and overwhelming. Many caregivers deal with guilt and worry about the amount of time they spend with a parent or family member. TV Host Leeza Gibbons is a longtime advocate for caregivers and joins us for National Caregivers Month. She will discuss improvements in senior care, share caregiving tips and offer her personal experience caring for her father.Women make approximately 80 percent of the health care decisions in their families and take the lead role in choosing health plans. So much of the burden rests on women to make health care decisions for themselves and their families this open enrollment, which is why we are talking to our next guest. She is one of the top wealth experts in the country and host of the popular radio show Renegade Millionaire, Winnie Sun. She has the results of an informative new study about working moms’ healthcare choices.Tamara Walker, RN, aka MomRN, and her expert guests share practical advice, information and support for raising a happy, healthy family.

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 shows us how to build wealth. From Millenials, to parents teaching their children Financial IQ, to older folks who are just getting started, listen in and take notes to build your wealth.

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. 

As well as being a partner in a successful financial entrepreneurial enterprise, Winnie Sun is a happily married wife and mother to three children aged 6 and under. She is also actively pursuing two “passion projects” related to her business and personal interests – The Renegade Millionaire podcast and an initiative called Corporate 529 that helps parents save money to put toward their children’s college education. In this episode of Ultra You, she shares how she successfully manages her home life, a thriving business, and these two projects.

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.

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