Inheritances, both during and after lifetimes
This episode of the Stress Test Podcast was all about inheritances, both during and after lifetimes, as well as whether assuming a big windfall makes sense for personal financial plans.
2024 June Update
Tax can be annoying. The way the changes to the capital gains inclusion rate has been rolled out is even more annoying. Factoring in the limited time to consider options could all trigger an emotional decision that isn’t necessarily in your best interests.
Helping Family Members Financially
It’s crucial to make sure that you’re financially comfortable yourself before helping others
How to set up your business finances to scale and exit – with Julia Chung
For Female Founders host Sarah Bundy and Julia sat down to talk about how to set up your business finances to scale and exit.
Moolala: Money Made Simple for a discussion on Advice Only Financial Planning
Julia joined Bruce Sellery of Moolala: Money Made Simple, to talk about the different kinds of financial planners and mainly an ‘advice-only financial planner.’