What is “Human-Led Financial Planning”?
What is “Human-Led Financial Planning”? The Wealthy Barber, Dave Chilton and Julia had a great time talking about money, mindset, people, cash flow.
Why Is Transformation Such a Scary Word?
Transformation is a scary, messy, and exciting journey that challenges old habits, beliefs, and routines. That discomfort is proof you’re growing, stretching toward authenticity, resilience, and a life that truly reflects your values and what matters most to you.
Beyond the Will: Building Leadership for 100-Year Family Enterprises
Julia spoke with Mehul Gandhi on the “Mind Your Money” podcast, sharing her thoughts about family, money, leadership, and more.
2026 Key Canadian Tax Numbers: What to Know and Why They Matter
As the calendar turns, Canadian tax and benefit numbers change again. This article walks through the 2026 updates and explains how small shifts in CPP, OAS, RRSPs, and TFSAs can meaningfully affect your cash flow and financial plan.
When seniors want to age in place
Many seniors want to age in in place, but few are prepared for the financial and emotional costs.