Winnie Sun – Wild Business Growth Podcast #140: Wealth Whisperer, Fantastic Finance Entrepreneur

What’s a day in the life of a financial advisor who plays one on TV, too? Look no further than this week’s Wild Business Growth Podcast guest, Winnie Sun. She’s the Award-Winning Financial Advisor, TV Contributor, and Founding Partner of Sun Group Wealth Partners. Listen to the episode on Apple Podcasts, Spotify, Google Podcasts, and your other favorite podcast platforms.

• Episode Summary & Player
• Show Notes
• Wild Business Growth Podcast Summary

Episode 140: Winnie Sun – Wealth Whisperer, Fantastic Finance Entrepreneur

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. This episode covers everything from tips on managing your money to hula hooping while tweeting. Here’s a small sample of what you will hear in this episode:

• How did Winnie start working with live TV audiences
• What pulled her into finance
• How can you best manage your finances as an entrepreneur
• What are tax shelters
• How can you stay “in the know” in the finance world
• What are Twitter Spaces
• #WinnieSun #WinnieSun #WinnieSun
• What is it like working on live TV

Connect with Winnie on Twitter and LinkedIn at @WinnieSun.

Enjoy the shooooow! Check out the show notes below for much more detail.

Show Notes

• Intro & Studio Audiences
  • [0:33] Email me at to save time with your high-quality podcast and use it as a business-building tool
  • [0:43] Connect with Winnie on Twitter and LinkedIn at @WinnieSun
  • [1:51] Finance, Entrepreneurship
  • [2:04] Social Media
  • [2:15] What was Winnie’s experience building audiences for top Hollywood shows
  • [2:17] America’s Funniest Home Videos (AFV), Judge Judy, Jeopardy!, Wheel of Fortune
  • [2:50] Real Estate, Bankruptcy
  • [3:26] Jones & Jury
  • [3:48] Legal Research, UCLA (University of California, Los Angeles), Page
  • [5:02] Winnie’s TV Production Audience company Crowded House Entertainment
  • [5:18] MTV, Live! with Regis and Kelly
  • [5:35] I have not gotten this tattooed yet
  • [5:44] TV Land
  • [5:52] What kept Winnie coming back to finance
  • [6:30] Financial Planning (UCLA), Smith Barney
  • [6:46] Financial Advisor, Recruiting
  • [7:45] Clients
  • [8:07] Financial Industry
• The Sun Group Wealth Partners Story & Finance Tips for Entrepreneurs
  • [8:22] What was the most challenging part of building Sun Group Wealth Partners
  • [8:45] Small Businesses
  • [9:15] Morgan Stanley
  • [10:15] How do you find out what makes you happy
  • [11:16] Profitable
  • [11:31] Branding
  • [11:46] Madoffs, Lehman Brothers
  • [12:05] Advisor Stink – ewww!
  • [12:35] What do you need to keep in mind when making financial decisions as an entrepreneur
  • [12:43] Tax Shelters
  • [13:08] What are some examples of tax shelters
  • [13:23] Roth IRA (Individual Retirement Account), Accountant, Pension, SEP-IRA (Simplified Employee Pension)
  • [13:58] Corporate Taxes
  • [14:40] Followers
  • [14:49] Shoutout Great-Grandpa Ira!
  • [15:04] My dad Greg Branstetter on the Wild Business Growth Podcast
  • [15:38] What do entrepreneurs struggle with short-medium term with finance
  • [16:04] Micro-Entrepreneurship
  • [16:19] Business Cards
  • [16:30] Staples
  • [16:49] Savings
  • [16:53] What’s a decision Winnie made in her own career she’s thankful she made
  • [17:21] Education Savings Account
  • [17:31] Stanford University
  • [18:26] Long-Term Care
  • [19:38] How do you stay on top of your finances
  • [19:57] CNBC, Personal Finance, Make It
  • [20:21] Forbes
  • [20:29] Social Footprint
  • [20:44] IRS on Twitter, SBA on Twitter
  • [21:04] Apple News
  • [21:14] Winnie’s Livestreaming Show
  • [21:33] How does she manage everything she has going on
  • [22:28] Invest
  • [22:43] Camera, Microphone
  • [23:33] Save time with your high-quality podcast. Email me at to bring your podcast to life and use it as a business-building tool

• Wild Business Shoutout of the Week
  • [24:17] Creative Marketing
  • [24:22] What are Twitter Spaces
  • [24:34] Clubhouse
  • [24:44] #WinnieSun
  • [25:15] Engagement
  • [27:01] Twitter App
  • [27:20] Twitter Spaces Bouncer (me)
  • [28:00] Fleets
  • [28:21] Timeline
• Rapid-Fire Q&A
  • [28:43] How does it feel for #WinnieSun to have over 25 billion impressions
  • [28:55] Personal Brand
  • [29:26] Publicist
  • [29:49] Kathy Ireland
  • [30:00] Hashtag
  • [30:15] What is the most difficult thing about being on live TV
  • [30:44] Ummmmmmmmm I can’t help it
  • [30:49] What is a Weird Talent Winnie has
  • [31:18] Tweetchat
  • [31:26] Multitasking
  • [31:52] Hyatt, CEO Mark Hoplamazian (Chief Executive Officer)
  • [32:07] Credit Card
  • [32:32] What is the craziest thing Winnie saw happen during a live show recording
  • [33:16] Connect with Winnie on Twitter and LinkedIn at @WinnieSun
  • [33:45] What are Winnie’s final thoughts
  • [34:21] Follow the Wild Business Growth Podcast and tell a friend about the podcast
  • [34:32] Check out the Wild Business Growth Podcast on GoodPods, where you can see what your favorite people are listening to
  • [34:36]  Connect with me on Instagram, Twitter, and LinkedIn at @MaxBranstetter
  • [34:40]  Save time with your high-quality podcast. Email me at to bring your podcast to life and use it as a business-building tool
  • Theme music: Freestyle Percussion Magik – Jungle Tribe – provided by Jamendo
  • Winnie Headshot Credit: Opie Opfer

What is the Wild Business Growth Podcast?

Wild ideas. Wild growth. Every Wednesday morning a new entrepreneur or innovator joins the Wild Business Growth Podcast to share the crazy creative and unusual ways they grew their business, and provides tips for you to do it, too. Hear the woman who became the voice of Siri, the man who’s reinventing the sandcastle, how GaryVee’s partners are turning the wine world upside down, and more wild stories. Hosted by Max Branstetter (that’s me), Founder and Podcast Producer at MaxPodcasting.

How do you start a podcast?

Interested in starting a professional-sounding podcast for your brand, but don’t want to deal with the time commitment? I’ve got you covered. Email me at to save time with your high-quality podcast and use it as a business-building tool.

Thanks for listening to Winnie Sun on the Wild Business Growth Podcast. To hear more Wild stories like this one every Wednesday morning, follow the Wild Business Growth Podcast and tell a friend about it. Until next time, Let your business Run Wild…and Bring on the Bongos!!