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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.

Jargon Hack

What is an IRA?

IRA

IRA stands for individual retirement account and it's essentially a savings vehicle for your retirement that comes with significant financial advantages.

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winnie sun

Winnie Sun is the Managing Director and Founding Partner of Sun Group Wealth Partners, a trusted financial consulting firm which provides planning services to senior executives, small business owners, celebrities, tech elites, and established families throughout the West Coast. Winnie was previously First Vice President of Wealth Management and Lead Advisor for the Sun Group at Morgan Stanley Smith Barney.

 

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