Wealth Whisperer 🎉 @CNBC @Forbes @NASDAQ, 🌟Virtual Keynote Speaker | Fin Pro 💡Brands 🔥 #WinnieSun chat Wed 11a PT ✈️ #travel #SMT #TV #CNBCFACouncil
Joined April 2011
- Tweets 114,889
- Following 220,095
- Followers 288,790
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31,680 Photos and videos
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19 Feb 2025
Wow! Truly honored to be named one of America’s Top Women Wealth Advisors by @Forbes! 💙
This is all thanks to the amazing clients I work with, my incredible team, and the community that inspires me.
Thank you for your trust and support! 🙌#ForbesTopWomenAdvisors #grateful #financialadvisor
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Jun 15
SpaceX just made history with the largest IPO ever. $75B raised, shares up 20% on day one.
Everyone's excited. But before you jump in, history has something to say.
Amazon fell 90% after its IPO. Facebook lost half its value in months. Both became legendary.
The lesson isn't what to buy. It's how to think. 👇
sungroupwp.com/post/ipo-hist…
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Jun 11
SpaceX might be one of the most exciting companies ever to go public.
That's exactly why we'd urge caution.
History shows that highly anticipated IPOs often arrive with enormous expectations already priced in.
Here's what to consider before investing:
sungroupwp.com/post/spacex-g…
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Jun 10
Parents, confused about the different types of student loans that can be used to pay for college?
This guide can help: collegeave.link/understandin…
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May 26
Figuring out how much to borrow for college? Just because you CAN borrow up to the amount you're qualified for, does not mean you SHOULD.
Over at @CollegeAveLoans, I share my 6 rules for students to follow when deciding how much to borrow.
Parents, you're going to want to share these: collegeave.blog/borrowing_sm…
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May 12
$465,000 is a lot, and for many families, it truly is meaningful.
But spread across 20-30 years of retirement, it starts to look more like a modest paycheck than a windfall. Saving is always a win.
Thank you @CNBC and @GregIacurci for including me! 🙏#RetirementPlanning #PersonalFinance
cnbc.com/2026/05/04/trump-re…
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This woman just made ultramarathon history in 56-hour, 250-mile run in Arizona.
Rachel Entrekin won the Cocodona 250 outright in a 56-hour, 250 mile effort, beating the entire men’s field, setting a new course record, and marking a landmark moment in ultrarunning history.
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May 9
"Show business is talent, luck, and endurance. But you can have talent, you can have tenacity. You can take the hits, but if you don't have the confidence to get up there and fail, then you can't do it." - Martin Short
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May 6
🔴LIVE: Elon Musk vs @OpenAI 👀 The K-Shaped Economy 📈 White House #Ballroom Controversy and more! #LevelUp #WinnieSun x.com/i/broadcasts/1yxBeMQWN…
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Apr 23
College savings not enough?
You're not alone. As a financial pro, here are 8 strategies on how to help cover your child's college degree: collegeave.site/college-affo…
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Apr 21
You filed your taxes ✅
Now do this before you forget!
That's why I always suggest building a Financial First Aid Kit!
It's an all-in-one place where everything important lives: accounts, beneficiaries, insurance, emergency fund, and where to store it all.
Build yours now at: financialfirstaidkits.com/
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Apr 21
How much should parents be expected to contribute to college costs?
As a financial pro, I weigh the pros and cons of a parent-funded tuition versus a share-the-load approach: collegeave.link/whoshouldpay
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Apr 16
💰$5,000 for college? Someone has to win - why not you?
College Ave's $5,000 Scholarship Sweepstakes is here, and good news - parents, you can enter, too.
It takes less than 60 seconds to enter - no essay, no GPA required. Enter now over at @CollegeAveLoans: collegeave.blog/winnie_5k
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No purchase necessary to enter or win. See official contest rules for details.
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Mar 31
Are you handling everything in your marriage except the investments? That's where I see the biggest blind spot.
Thank you @CNBC @jdickler for letting me share why visibility in your family's finances matters, and why asking questions is where long-term growth begins.
Read more about the red flags in Belle Burden's "Strangers":
cnbc.com/2026/03/28/belle-bu…
#CNBCFACouncil #personalfinance
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Mar 27
Big life change coming? Don't forget about your taxes. 💰
Marriage? A new baby? A new business? These moments are exciting, but they can quietly shake up your tax situation if you're not paying attention.
Things like your filing status, withholding, and childcare credits might need a refresh. And most people don't find out until tax season
#TaxTips #FamilyFinance #TaxPlanning #PersonalFinance #MoneyMindset
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Mar 19
Why does your neighbor pay less in taxes… even though you earn the same? 🤔
Spoiler: the #IRS doesn't tax your salary. It taxes your *taxable income*.
Deductions. Credits. Filing status. They all change your bill.
Watch to see what actually matters 👇
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