Julia Chung
Advice-only financial planner, CEO of Spring Planning, and president of FPAC with over 25 years of experience in financial planning and family enterprise consultancy; specializes in complex planning topics like cross-border issues, trusts, and retirement income design.
Best podcasts with Julia Chung
Ranked by the Snipd community
Feb 10, 2026 • 58min
#43 — Julia Chung: Human-Led Financial Planning
Julia Chung, advice-only financial planner and CEO of Spring Planning with 25+ years in complex planning. She explains what advice-only, human-led planning looks like. They discuss implementation hurdles, niche specialization, the mosaic of retirement income, planning for surviving spouses, POA and executor pitfalls, and risks of adding kids as joint owners.
