How Julia Chung went from being a single teenage mother to a financial advisor
At the age of 19, Julia Chung experienced two life-changing events within just a few days: she lost her mother to cancer and gave birth to her son. This combination of loss and new life thrust Julia into adulthood, testing her resilience and requiring a rapid education in financial literacy.
Today…
Past, Present, and Possibility: Reimagining Legacy Through Story
In this episode, Julia Chung, Co-Founder and CEO of Spring Planning, joins us to explore the kinds of questions that can reshape a family’s future. As Board Director and FEA Community Council Chair at Family Enterprise Canada, and Chair of the Financial Planning Association of Canada’s Board, Juli…
E98: Money Mindsets and Mental Health: How ADHD, Time-blindness, and Early Lessons Shape Us
Today your host, psychotherapist Christina Crowe is talking to Certified Financial Planner Jeff Chapman, from G.E. Chapman Financial Services Inc. in Burlington, Ontario.
In this episode, we explore the complex connection between mental health, money mindsets, and everyday life skills. From how A…
E105: Money Systems That Actually Work for ADHD Brains
Certified Financial Planner Julia Chung joins host and psychotherapist Christina Crowe, to break down why traditional budgeting advice fails ADHD brains and what actually works. They explore systems that reduce overwhelm, the emotional beliefs that shape money decisions, and how to build financial …
699: Advice Only with Julia Chung
Advice Only
Julia Chung, Spring Plans
– The Sharkpreneur podcast with Seth Greene Episode 699 Julia Chung
Julia Chung is a team builder, a leader, an author, and public speaker. As CEO of two women-owned and women-led companies, Spring Plans, an advice-only financial planning firm, and Admin Slay…
Beyond the Will: Building Leadership for 100-Year Family Enterprises
What does it take to build a family enterprise that thrives not just for one generation—but for many to come?
In this powerful episode, Mehul Gandhi sits down with Julia Chung, co-founder of Spring Plans and one of Canada’s leading voices in legacy and complex family systems planning. Together, the…
#43 — Julia Chung: Human-Led Financial Planning
Our guest this week is Julia Chung, CFP®, FEA, TEP — CEO of Spring Planning, President of FPAC and a Financial Planning & Family Enterprise Consultant with over 25 years of experience helping people navigate complex financial decisions.
In this episode, Dave and Julia explore what advice-only fina…
Ep 19: Advice Only
Julia Chung
The Insurance Marketing Organization Podcast with Seth GreeneEpisode019: Advice Only
In 1997, Julia got her first taste of the financial services world – and loved it. She took her career through multiple investment firms and credit unions, trying nearly every role she could find and …
052 | Q&A at a Money Festival Pt. 2
Welcome back for part 2 of the mini Q&A interviews we did down at Future Proof in Huntington Beach a few weeks ago! Enjoy!
CHAPTERS
00:00 Part two from a money festival
01:55 Julia Chung — nobody admires grandpa's tax return
08:59 Markus Muhs — the cash piling up in your corporation
15:00 Cam Smith…
#77 — Julia Chung: Women, Wealth & Financial Planning in Canada
Our guest this episode is Julia Chung — CFP, FEA, TEP, Co-Founder and CEO of Spring Planning and Chair of the Financial Planning Association of Canada. Julia has worked in financial services since 1997 and has run an advice-only planning practice since 2011. She first joined Dave back on Episode #4…
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