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The Get Ready Money Podcast with Charlene Cong: Why Simplicity Wins With Money

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Manage episode 453473249 series 3511982
Content provided by Tony Steuer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Steuer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

On the latest episode of The Get Ready Money Podcast, I spoke with Charlene Cong, CFA, investment coach and founder of FinFit about changing the way we think about money and democratizing financial literacy.

In this episode we discussed:

  • Simplicity wins with money.
  • Why a long term mindset and consistency are critical for success.
  • Investing is for everyone, not just for the rich.
  • What is a Chartered Financial Analyst (CFA)?
  • The relationship between fitness and finances.
  • Start investing as early as possible - invest for your kids (it’s the power of compound interest).

Charlene H. Cong, CFA, is the founder of FinFit GmbH, a finance and investment educator, podcaster, and YouTuber. With over 10 years of experience in the banking industry, including a tenure at JPMorgan Asset Management, she is a Chartered Financial Analyst based in both Hong Kong and Switzerland. Charlene is an Executive Board Member of the Swiss Capital Market Forum.
Connect with Charlene Cong:

Website (website) www.charlenecong.com

FinFit GmbH Website: www.finfitsolution.com

LinkedIn (LinkedIn) https://www.linkedin.com/in/charlenecong/

Instagram (Instagram)

Resources:

Budgeting and Spending Template (free): (here)

Investment Masterclass: (here)

Youtube (here) https://www.youtube.com/@CharleneCong

Podcast:

Charlene’s Podcast (YouTube)

Mentioned on this episode:

The Get Ready Money Podcast: The Power of Compound Interest with Mac Gardner, Derrick Wesley, Chris Mouzon & Thomas Kopelman (here).

Warren Buffett’s Annual Letter to Berkshire Hathaway Shareholders (here).

The Intelligent Investor: The Definitive Book on Value Investing by Benjamin Graham (Amazon).

The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas Stanley and William Danko (here)

The Four Money Bears by Mac Gardner (Amazon)

The Monster Job by Faith Teope (Amazon)

Sammy Rabbit's Money School (here)

Support the show

The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

  continue reading

Chapters

1. The Get Ready Money Podcast with Charlene Cong: Why Simplicity Wins With Money (00:00:00)

2. Financial Transformation With Charlene Kahn (00:00:04)

3. Democratizing Financial Literacy for All (00:04:09)

4. Long-Term Mindset in Fitness & Finance (00:19:44)

5. Long-Term Financial Success Strategies (00:23:27)

6. Money Myths and Paying Yourself First (00:31:54)

7. Money as Energy (00:41:55)

182 episodes

Artwork
iconShare
 
Manage episode 453473249 series 3511982
Content provided by Tony Steuer. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Tony Steuer or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Send us a text

On the latest episode of The Get Ready Money Podcast, I spoke with Charlene Cong, CFA, investment coach and founder of FinFit about changing the way we think about money and democratizing financial literacy.

In this episode we discussed:

  • Simplicity wins with money.
  • Why a long term mindset and consistency are critical for success.
  • Investing is for everyone, not just for the rich.
  • What is a Chartered Financial Analyst (CFA)?
  • The relationship between fitness and finances.
  • Start investing as early as possible - invest for your kids (it’s the power of compound interest).

Charlene H. Cong, CFA, is the founder of FinFit GmbH, a finance and investment educator, podcaster, and YouTuber. With over 10 years of experience in the banking industry, including a tenure at JPMorgan Asset Management, she is a Chartered Financial Analyst based in both Hong Kong and Switzerland. Charlene is an Executive Board Member of the Swiss Capital Market Forum.
Connect with Charlene Cong:

Website (website) www.charlenecong.com

FinFit GmbH Website: www.finfitsolution.com

LinkedIn (LinkedIn) https://www.linkedin.com/in/charlenecong/

Instagram (Instagram)

Resources:

Budgeting and Spending Template (free): (here)

Investment Masterclass: (here)

Youtube (here) https://www.youtube.com/@CharleneCong

Podcast:

Charlene’s Podcast (YouTube)

Mentioned on this episode:

The Get Ready Money Podcast: The Power of Compound Interest with Mac Gardner, Derrick Wesley, Chris Mouzon & Thomas Kopelman (here).

Warren Buffett’s Annual Letter to Berkshire Hathaway Shareholders (here).

The Intelligent Investor: The Definitive Book on Value Investing by Benjamin Graham (Amazon).

The Millionaire Next Door: The Surprising Secrets of America's Wealthy by Thomas Stanley and William Danko (here)

The Four Money Bears by Mac Gardner (Amazon)

The Monster Job by Faith Teope (Amazon)

Sammy Rabbit's Money School (here)

Support the show

The Get Ready Money Podcast and its guests do not provide investment advice. All content is for educational purposes. Guest opinions do not necessarily reflect the opinions of The Get Ready Money Podcast and Tony Steuer.

  continue reading

Chapters

1. The Get Ready Money Podcast with Charlene Cong: Why Simplicity Wins With Money (00:00:00)

2. Financial Transformation With Charlene Kahn (00:00:04)

3. Democratizing Financial Literacy for All (00:04:09)

4. Long-Term Mindset in Fitness & Finance (00:19:44)

5. Long-Term Financial Success Strategies (00:23:27)

6. Money Myths and Paying Yourself First (00:31:54)

7. Money as Energy (00:41:55)

182 episodes

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