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.
For other posts that feature Spring in the news, click here.
Co-Founder, Sr. Financial Planner at Spring Financial Planning
With twenty nine years' experience in the financial services industry, education in personal and corporate finance, business and family law, cross border planning, family dynamics, insurance, risk management, operations management, and strategy, Julia is a powerhouse financial planner committed to simplifying complex ideas into concrete, practical application.
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