The Get Ready Money Podcast
The Get Ready Money Podcast with Tony Steuer features insightful conversations with thought leaders who are transforming how we think about money.
Each episode provides actionable tips and meaningful insights to help you ask the right questions, improve your financial conversations, and take control of your financial future. Whether you’re a financial professional or simply looking to strengthen your financial foundation, this podcast will leave you empowered and prepared.
“The litmus test for a terrific podcast has to be that you found yourself wishing you were ‘in the room’ for the conversation you're listening to, so you could participate. I had that feeling when Tony Steuer, CLU, LA, CPFFE and Bobbi Rebell Kaufman, CFP® were discussing the importance of understanding who you are taking financial advice from, and how much further in life just a little more intention can get you. Worth a listen!” – Karen Holland
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The Get Ready Money Podcast
Is Whole Life Insurance REALLY Worth It?
On the latest episode of The Get Ready Money Podcast, Charlene Cong guest hosted and we spoke about changing the way we think about whole life insurance.
In this episode we discussed:
- Why whole life insurance is not an investment.
- Common misunderstandings when people purchase whole life insurance.
- Whole life insurance is a long term insurance contract that is illiquid with high surrender charges for the first few years.
- How life insurance policy loans work.
- More suitable financial options for young people.
- Why you can’t be your own banker.
Connect with Charlene Cong:
- Website (website) www.charlenecong.com
- FinFit GmbH Website: www.finfitsolution.com
- LinkedIn (LinkedIn)
- Instagram (Instagram)
Resources:
- Budgeting and Spending Template (free): (here)
- Investment Masterclass: (here)
- Youtube (here) https://www.youtube.com/@CharleneCong
Podcast:
- Charlene’s Podcast (YouTube)
Bio:
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.
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.
