Financial Literacy: 401K, 403b, and self-directed IRA 💸

You don’t need to be a certified financial planner to start saving for your future today. If you’re looking to boost your financial literacy and learn more about your options, join financial advisor Winnie Sun as she explains the basic concepts of planning for retirement, including the various plans available to choose from, such as 401(k), 403(b), IRA, pension plans, and more. Get tips on calculating your retirement income, and learn how to factor in Social Security with other sources of savings.

Managing your finances as a creator 🤩

When you start making money as a content creator, you need to learn how to manage and invest your money so you can grow your business. Financial advisor and entrepreneur Winnie Sun draws from her two decades of experience in managing high-net-worth individuals to help creators set themselves up for financial success. For part-time creators, Winnie provides worksheets, tips, and best practices for establishing financial goals, budgeting, saving money, paying expenses, and keeping accurate financial records. For full-time creators, Winnie offers guidance on finding a financial advisor, securing external funding, and saving for retirement.

Managing Your Finances Through a Career Transition or Layoff 😳

In this course, longtime financial adviser Winnie Sun answers these questions and more, providing practical advice designed to help you survive a gap in income triggered by a layoff or career change. Discover how to leverage your assets during a transition, get your spending under control, and create a financial first-aid kit designed to help you plan your next steps. Plus, learn how to use COBRA to keep your insurance, roll over retirement funds, and start a new job with renewed financial goals.

Managing Your Finances in a Financial Downturn 📉

During a financial downturn or recession, even peeking at the numbers in your bank account can be stressful. But even when times are tough, you can still take steps to stay ahead financially. This course shows you how. Join longtime financial advisor Winnie Sun as she shares strategies for protecting your finances and thinking about investing during challenging financial times. Winnie provides a fresh perspective on budgeting, as well as how to evaluate your budget to spot ways to reduce costs. She details how to build a financial first-aid kit that ensures you can easily access important financial documents in critical situations. Plus, Winnie shares expert tips for developing an investing strategy that matches your personal investment goals.

Teaching Your Kids About Finance 🫶

Financially savvy parents raise financially savvy kids. In this course, join Winnie Sun—a longtime financial advisor and money personality on Good Day LA—as she lays out how to talk to your kids about money. Winnie begins by explaining how parents—many of whom may not feel like money experts themselves—can evaluate their own finances before broaching the subject with their kids. She then shares a variety of practical strategies and exercises, including how to use your child's allowance as a teaching tool, coach kids to see tempting toys and candy without demanding them, and explain how money works in the digital age (when purchasing something is as easy as clicking a button). Plus, learn how to help your kids map out their own financial goals and create a budget.

“This course was well-needed by me. Winnie has a way about her that gives you information without feeling ashamed or "in the wrong." I really needed and "still do" financial advice from someone who makes me feel safe. Especially since being widowed, I've had too many big financial decisions to make on my own.”

— Laura Dempsey

“The information provided herein allows anyone anywhere in any career to be prepared for what we hope never happens.”

— Zackary Holliday

“Great content - this content should be taught in schools”

— Nashelle Crowther