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
GET READY! with Roshni Chowdhry and Zach Blumenfeld: Using Innovative Technology To Empower Financial Preparedness
"Every interaction is a learning opportunity. Listen to your audience/customer, irrespective whether you are a business or are an employer, attempt to truly learn more about your user base or your team. The more you understand the need, the better you will be able to serve." Roshni Chowdhry
"Financial literacy is the first step, you then need to take action, and to be intentional." Zach Blumenfeld
In this episode of GET READY!, I spoke with Roshni Chowdhry (Head of Customer Experience) and Zach Blumenfeld (Director of Sales) of Cookiejarsavings.com about Cookie Jar’s innovative savings solution. We discussed how Cookie Jar integrates technology along with how innovative technology is changing the financial services community. Roshni and Zach also shared their thoughts on the future impact of technology on financial preparedness.
Connect with: Roshni Chowdhry and Zach Blumenfeld:LinkedIn - Roshni Chowdhry (here) and Zach Blumenfeld (here)
Website - https://www.cookiejarsavings.com
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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.
