On this week’s episode, I was joined by Chip Castille, Founder & CEO of GoalBased Investors.
GoalBased Investors is the first goals-based investment community for investors and financial advisors. The real differentiator for GoalBased Investors is connecting to advisors.
The retail investor has plenty of do-it-yourself options, with many fintechs filling that space over the last 5 years. Connecting to advisors and their expertise could be a game changer for investors.
Chip and I discussed his journey to starting GoalBased Investors, how BlackRock enabled the founder mindset, why Chip decided to move to the startup world, investor education, crypto as an asset class, raising money as an older founder, and much more.
Don’t forget to register for Fintech Nexus LatAm taking place next week in Miami. LatAm’s premier fintech event features all the biggest names across the region. Register now.
Episode highlights include:
- Chip’s journey to starting GoalBased Investors
- How BlackRock enabled entrepreneurship
- Lessons learned from BlackRock
- Why financial advisors are the key
- The structural issues around building wealth
- The problems with do-it-yourself financial education
- Recommended reading
- Abe: Abraham Lincoln in His, by David S. Reynolds
- Why Information Grows: The Evolution of Order, from Atoms to Economies, by César A. Hidalgo
- Raising Capital
- And much more…
Connect with Chip on Twitter
Connect with Chip on LinkedIn
Before you begin the episode please take a minute to rate the show and provide feedback, I take listener comments very seriously. And don’t forget to join us in Miami on December 13 – 14 for Fintech Nexus LatAm, this is LatAm’s premier fintech event.
Download a PDF transcription of No. 74 Chip Castille
