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Spring Has Riz: A Season for Reset, Reflection, and Real Planning

Spring Has Riz: A Season for Reset, Reflection, and Real Planning

by Julia Chung | Apr 15, 2026 | Monthly Spring Update, Personal Finance

Spring invites reflection and reset. As tax season looks backward, thoughtful planning helps connect what 2025 taught us with what we want from summer and beyond, turning financial clarity into choices that support a more meaningful, intentional life.

Love, Loss, and a Little Punk Rock

Love, Loss, and a Little Punk Rock

by Julia Chung | Mar 12, 2026 | Monthly Spring Update, Personal Finance

Grief hits hard, but love hits harder. Julia explores how personal loss illuminates the power of planning, clarity, and caring for those we love. Choosing love fully, knowing pain is inevitable, is fearless, messy, and absolutely punk rock.

What is “Human-Led Financial Planning”?

What is “Human-Led Financial Planning”?

by Julia Chung | Feb 10, 2026 | Media

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?

Why Is Transformation Such a Scary Word?

by Julia Chung | Feb 10, 2026 | Monthly Spring Update, Personal Finance

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

Beyond the Will: Building Leadership for 100-Year Family Enterprises

by Julia Chung | Jan 29, 2026 | Media

Julia spoke with Mehul Gandhi on the “Mind Your Money” podcast, sharing her thoughts about family, money, leadership, and more.

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