The Gamification of Financial Planning with GoalBased Investors

Today’s episode features a brand new fintech company, GoalBased Investors. We’re joined by their CEO Chip Castille and Head of Sales & Client Experience Becca Long to talk about the need to increase financial literacy, how the GBI app gamifies financial planning, and the best tacos in New York and Austin.

Listen below right now.

About GoalBased Investors

Learn more about GoalBased Investors and their Lasso app, courtesy of getlassoapp.com.

The GoalBased Investors team is the group behind the Lasso app. We come from the finance and tech worlds and are interested in building cool, simple tools to solve complex problems. We see the power of technology to make financial planning and advice more accessible to people and want to deliver a solution that does more for individuals to kickstart their financial journey.

Lasso brings together consumers and financial advisors. Each side has their own customized experience that lets them interact with the other side via separate apps.

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