Inheritances, both during and after lifetimes

Originally Posted on The Globe and Mail

Featuring Julia Chung
July 3, 2024

Julia spoke with Rob Carrick on the Globe & Mail’s Stress Test podcast. This episode was all about inheritances, both during and after lifetimes, as well as whether assuming a big windfall makes sense for personal financial plans. 

“Some people are reaching out to me when they received a bunch of money, and they don’t know what it means, and they don’t know how to use it.”

– Julia Chung

Listen to the full podcast here.

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