Financial Wellness Made Simple: Inside Budgetsimple With CEO, Sam Ingrassia

https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/0b/1d/c3/0b1dc379-ca5c-9279-3484-82c67294b277/mza_9726786626000914570.jpg/600x600bb.jpg

Wealth in Yourself

35 episodes

2 days ago

Money is one of the most important factors in determining your quality of life and quality of time yet it’s one of the biggest issues we deal with as a society. Marriages and family are intertwined with money, our lifestyle is determined by our ability to manage our money, and it directly impacts our well-being through depression and anxiety. The Wealth In Yourself Podcast is your go-to resource for all things finance. We will be interviewing professionals from different areas of finance to give you the skills you need to master your money.

Entrepreneurship

Business

RSS

All content for Wealth in Yourself is the property of Wealth in Yourself and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.

Entrepreneurship

Business

https://d3t3ozftmdmh3i.cloudfront.net/staging/podcast_uploaded_nologo/37904870/37904870-1735940056365-ee2cbf620bbe1.jpg

Financial Wellness Made Simple: Inside Budgetsimple With CEO, Sam Ingrassia

Wealth in Yourself

25 minutes 54 seconds

1 year ago

Financial Wellness Made Simple: Inside Budgetsimple With CEO, Sam Ingrassia

Today’s guest is Sam Ingrassia, serial entrepreneur and CEO of Budgetsimple, a membership portal for personal finance content creators. He has built out not only lessons that help people learn about personal finance but also calculators to help people run their own numbers. He partners with advisors who help a wide range of clients and businesses and his background in software engineering means he and his team can customize the portal to the needs of the team they’re working with.

Budgetsimple is a personal finance membership portal that offers lessons and calculators to help people learn about personal finance and run their own numbers.

Budgetsimple works with advisors and 401k providers to offer financial wellness as an employee benefit and financial planning as an employee benefit.

Advisors can use Budgetsimple to attract clients by meeting them where they're at, focusing on niche marketing, and building a flywheel of content and engagement.

Learn more about Sam and Budgetsimple at:

https://www.budgetsimple.com/

Connect with Sam and Budgetsimple on social media:

LinkedIn: https://www.linkedin.com/in/samingrassia

LinkedIn: https://www.linkedin.com/company/budget-simple

X/Twitter: https://twitter.com/budgetsimple

YouTube: https://www.youtube.com/c/Budgetsimple