Julia Chung
@JuliaChungFP
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CEO @SpringPlans | Consultant @TrellaGroup | Board Dir @FamBizCanada | Board Chair @FPACanada
British Columbia
Joined January 2015
This story is pretty personal, and I want to thank my parents for choosing Canada. Below are just some of the ways living in this country made it possible for me to be me…🧵.
How this advisor went from being a broke, single mom to a successful entrepreneur and financial planner
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Want the formula for wealth? @brucesellery & @danielcrosby spell it out ⬇️.
🎧What is Wealth, on the Moolala #personalfinance podcast:.What does wealth really mean and what does it mean to you? Psychologist & behavioural finance expert @danielcrosby in The Soul of Wealth writes about finding balance in different kinds of wealth.
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Your estate is so much more than your will. It’s the aftermath of your life & how you help the people you love through their grief.
Estate planning is more than a will. by Julia Chung.
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Ha. Apparently estate planning for blended families is a bit of a headache 2x. I’m in one. It’s true.
Blended families and estate planning can be … a bit of a headache. A bit of a headache. Julia explores estate planning for blended families and shares strategies to navigate tough conversation with the Globe and Mail -
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RT @jasonpereira: Dividends vs Salary in Canada - Avoid This Tax Mistake #TaxPlanning #CorporateFinance #BusinessSuccess .
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RT @CGWM_Muhs: Almost 500 of the best financial planners in Canada are members of @fpacanada. If you're a practicing CFP/QAFP/R.F.P. in Can….
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While AGMs *can* be boring because there’s important administrative & governance stuff to do, it’s never boring at FPAC! Members attend! They ask questions! They get answers! Thanks to all our amazing volunteers and members who make this community great ❤️.
“How many members are we up to now?”.Great question, Markus @CGWM_Muhs . A rising tide lifts all boats. And we're proud of everyone who has come to row beside us. (Still lots of room in this boat, btw.). #financialplanners #AGMrecap
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RT @FP_Collective_: 20 Years of Renting vs. Buying a Home in Canada (2005 to 2024).by Benjamin Felix.
www.fpcollective.ca
It seems like a foregone conclusion that homeowners have always come out ahead of renters in Canada over the last 20 years, but the data do not agree.
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RT @FP_Collective_: Who would've thought that LinkedIn might be the worst social media platform for your retirement advice?.by Preet Banerj….
www.fpcollective.ca
In my latest Globe column, I dig into a study that found LinkedIn users who search for retirement advice are nearly twice as likely to dip into their RRSPs or TFSAs early. Even after adjusting for...
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RT @SpringPlans: Are you building a life—or just funding one? Discover the five building blocks of a flourishing life in our latest newslet….
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RT @FP_Collective_: What Every Parent Needs to Know About Wealth Planning.by Julia Chung.
www.fpcollective.ca
Over $1 trillion will soon change hands in Canada, yet many families lack a plan. David Toyne and Julia Chung discuss intergenerational wealth planning on this Steadyhand Coffee Break episode. Watch...
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RT @FP_Collective_: FPCBO: The True Cost of CPP.by Jason Pereira,Aravind Sithamparapillai.
www.fpcollective.ca
On today’s episode of FPCBO, Jason talks to Aravind Sithamparapillai, an associate at Ironwood Wealth Management Group. Aravind is known for his unique and novel research on the cost of the Canada...
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Huge thanks to everyone who joined the AGM today! We did our best to make it not boring, informative & engaging. The way YOU show up - with questions, cheers, and more - always impresses me!.
FPAC isn’t a brand or a boardroom. It’s your profession. Your community. This year’s AGM was a great reminder of what that really means: . You don’t just FPAC. You shape it. Thanks to all our members who attended our AGM today. The future of #financialplanning looks bright.
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Many business owners freeze & start cutting in the face of a cycle downturn. My friend Brooke & I discuss why that’s normal - and how to get ahead by reacting differently - in the @globeandmail:
www.theglobeandmail.com
We always want to make decisions based on the best information we have available, but the feeling of certainty is a bad proxy for good information
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RT @FP_Collective_: The Psychology Behind Tip Fatigue.by Preet Banerjee.
www.fpcollective.ca
In my latest column for The Globe and Mail, I unpack how tipping has shifted from a thank-you for good service to a system of wage subsidization driven by algorithmic guilt. Prompted to tip before a...
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RT @brucesellery: On the Moolala #personalfinance podcast: .• What do you do to ensure you make a solid financial plan for your windfall?:….
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RT @fpacanada: Financial planning isn’t about making perfect plans. It’s about what happens when life doesn’t go to plan. h/t @JuliaChungF….
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Always fun to quote @danielcrosby in my writings….
Are you building a life—or just funding one? Discover the five building blocks of a flourishing life in our latest newsletter. Read it here.
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RT @CanadaTalks167: Moolala: Money Made Simple is on #SiriusXM 167 at 5pmET/2pmPT! @brucesellery discusses credit card AI agents with @torc….
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RT @SpringPlans: What every parent needs to know about Wealth Planning – Over $1 trillion will soon change hands in Canada, yet many famili….
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“You want to support women? You want to empower women? Money.” ~me, quoting my mum in this episode of the For Female Founders podcast on creating financial systems that scale:
www.youtube.com
For Female Founders (FFF) is a community of female leaders in business and in life. If you're a female FOUNDER, CO-FOUNDER, CEO, PRESIDENT, or SUCCESSFUL ENT...
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