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

Author
Tony Steuer
Published
Tue 03 Dec 2024
Episode Link
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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 (websitewww.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)

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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.

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