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.
In Winnie’s money story you will learn:
-How her parents well-planned college funding evaporated right when she needed it
-The compromises Winnie made in reaction to the news
-How Winnie funded college
-The shift in Winnie’s relationship with her parents as she became a source of financial support for them
In Winnie’s money lesson you will learn:
-Why Winnie sees the unexpected financial challenge as a blessing in retrospect
-How Winnie applies what she learned to teaching her kids about money
In Winnie’s everyday money tip you will learn:
-How Winnie travels around the world for free
-Exactly what to do to upsize your point score when you shop
In My Take you will learn:
-The importance of supporting family and friends in financial need including older generations
-The best ways to leverage airline and credit card points over the holidays to lower your out of pocket gift costs.
Learn more about Sun Group Wealth Partners
Follow Winnie on social media!
LinkedIn Winnie Sun
Facebook Winnie Sun