Money, Values, and Family Business
Hosted by Purdeep Sangha
Featuring Julia Chung
February 14, 2023
Julia had a great chat with Purdeep Sangha on his podcast recently, discussing money, values, and family business. During the discussion they examined how demographic shifts resulted in thoughts about how to move to the next phase and how the COVID-19 pandemic accelerated the shift. The pandemic made people think about mortality and trying to figure out exactly what you need and want in your life and really changed the questions people were asking of themselves and their money.
“When it comes to dealing with money, it’s this super abstract thing, it’s not just math.”
– Julia Chung
Watch the full event here.
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Co-Founder, Sr. Financial Planner at Spring Financial Planning
With twenty seven 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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