The No. 1 piece of investing advice Winnie Sun, co-founder and managing director of Sun Group Wealth Partners has for clients right now: prepare for challenges.
Key Points
Winnie Sun is the co-founder and managing director of Irvine, California-based Sun Group Wealth Partners. A member of the, Sun is a regular media on-air contributor for a variety of local and national programs. She is the host of the digital TV show "LevelUp With Winnie Sun," the weekly personal finance #WinnieSun tweet chat and the "Yes Factor" podcast on the LinkedIn Podcast network.on June 15.
Sun: This is such an important topic, and I'm grateful that it is being discussed. As financial advisors, it is crucial for us to not only hear but truly listen to cues of stress and emotions from our clients. While we may perceive a financial decision as clear and straightforward, our clients may still feel hesitant.
Sun: My one piece of advice for those who are just starting off in their careers is to find someone you can talk to and trust. Look for someone with whom you have a connection and who possesses more experience in the areas where you could benefit. I love meeting clients when they get their first job and we can talk about what a 401 is, what a Roth IRA can do, and more.
When we meet with a client interested in retiring, we start by calculating the retirement planning numbers. Once you have a clear understanding of your financial situation, you can make informed decisions regarding potential solutions. This might include considering a — temporary or not — side hustle to generate additional income; adjusting your retirement plans or timeline; or exploring alternative options such as downsizing to a more affordable home or location.
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