Combining Assets without a written agreement
Agreements are crucial when combining assets with anyone, be it a spouse or a friend. It’s best not to combine your assets with anyone without the benefit of a written agreement of some kind.
Paring back services can help your practice grow
Julia spoke with the Globe and Mail’s Helen Burnett-Nichols to chat about Why paring back your business services can help your practice grow.
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.
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.’