Podcasts about honeyfi

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Best podcasts about honeyfi

Latest podcast episodes about honeyfi

Couple Money Podcast
Merging Finances? Skip the Money Talk, Go on a Date Instead!

Couple Money Podcast

Play Episode Listen Later Nov 2, 2022 9:56


Are you two stressed over money? Do your talks more often than not end up in fights? Learn how money dates can be effective and fun way you get on the same page and talk about money! The Money Talk vs Money Dates One of the most popular questions I get is, when should we talk about money? Having THE money talk is not only intimidating but unproductive. Find out a better, less stressful option in today's episode. In this episode, we'll get into: why talking about money matters how you two can make money talks less stressful how money dates can help you build up your marriage and money Let's get started! Resources to Make Managing Money Together Easier Want to stay on top of your money without stressing over the small stuff? Here are some key resources and tools to check out! Best Budget and Money Apps: Personal Capital, Tiller, Mint, Honeyfi, and Zeta Jumpstart Your Marriage and Your Money How to Talk About Money Without Starting a Fight We're going to discuss the ins and outs building your credit in our private Facebook group over at Thriving Families. It's free and fun – please join us! Music Credit Like the music in this episode? Our theme song is by Gentle Regime. Additional music by Lee Rosevere and Logan from Music for Makers in this episode.

Mastering Her Money
7 | TFT Top 5 Budgeting Apps + Honorable Mentions

Mastering Her Money

Play Episode Listen Later Jan 21, 2021 12:41


Top 5 Thursday - The Top 5 Budgeting Apps  Mint, Personal Capital, YNAB, EveryDollar, Goodbuget/Mvelopes Honorable Mentions: CoPilot, Simplifi, Clarity Money, Pocket Guard, Honeydues, Honeyfi, Zeta   Debt Free Living, Money Advice for Women, Budgeting, Apps to Help Budget, Mastering Her Money with Tanielle Price, Debt Freedom, Wealth Building YNAB - extra free month - https://ynab.com/referral/?ref=fTvLhQ_9OFPzumNi&utm_source=customer_referral

Frugal Friends Podcast
141: Minimalist Budgeting

Frugal Friends Podcast

Play Episode Listen Later Jan 1, 2021 55:04


There's many ways to approach budgeting, and finding a way that works for us that is also simple is our aim! We're revisiting a previous favorite episode to explore some minimal budgeting approaches - listen in! Sponsors:  Frugal Friends Workbook. If you want to do better with your finances this year but you already know you’re not going to turn your life upside down to do it then check out The Frugal Friends Workbook. It’s a digital workbook with 6 week-long challenges that turn improving your finances into a game. In addition to the challenges you’ll get 60 pages of teaching and implementation guidance and while it can be completed on your own, it’s created to be gone through in pairs or small groups that’s why every purchase comes with two downloads. Head to Frugalfriendspodcast.com/workbook to learn more and use the code TACOBELL (all one word) to get $10 off the regular price. No-spend challenges! I have a best-selling book on Amazon titled The No-Spend Challenge Guide and before frugal Friends that was the thing that I was known for. So to say I am a fan of what a no-spend challenge can do for your saving and spending is a massive understatement. I am obsessed. A no-spend challenge is a block of time that forces you to step back from the money routines and habits your brain has been falling back on and gives you the opportunity to make changes. You will hate it. It will be the worst but you will learn so much about yourself and your spending. And over at Modern Frugality I am hosting a free live 7-day no-spend challenge where you will get trainings, insights, and accountability for seven days straight. It starts TODAY Jan, 1 And you can join anytime over the 7-days and get access to everything in the group so come join us modernfrugality.com/challenge and I will see you there. Notable Notes: What the Internet has to say: This article from Savvy Savers Academy (https://www.savvysaversacademy.com/budgets-freedom/) lays the foundation for 'why' having a budget is a good thing. Most of us are on board with budgets being helpful - but this is a helpful argument in case you need a reminder ;) What Jen and Jill have to say: We agree with the point that budgets are glorified 'plans' for our money. Follow through can be difficult, but we have found that when we're not planning we actually have anxiety about spending on anything, even things we need! Budgeting gives you a peace of mind on current spending and future living A good way to start is to track your spending try mint (https://www.mint.com/) A budget gives control and freedom to spend More from the Internet: This article from Student Loan Hero (https://studentloanhero.com/featured/simple-budgeting-methods-for-financial-health/) outlines 5 different budgeting methods and how to incorporate them into your financial planning. More from Jen and Jill Jen uses a zero based or pay-yourself-first method so they can put the highest percentage possible to debt and savings Jen likes the idea of the envelope system and it works great for people like Allison of Inspired Budget (https://inspiredbudget.com/) who we had on the podcast (Episode 18), but it’s not for her Here are the different budgeting methods: Zero-based Pay-self first Envelope system 50/30/20 No budget BILL OF THE WEEK -  Thank you Jocelyn for your bill! We appreciate our long time listeners - and we enjoyed the movie reference! If you want to submit your bill of the week visit http://frugalfriendspodcast.com/bill to leave us a bill Ways to Stick to Your Budget - Tips from the Frugal Friends Community (https://www.facebook.com/groups/frugalfriendspodcast/) ! Sage gets paid the first of the month and will pay all her bills and debt right away then spend whatever’s left. And the key to her success in that is leaving her credit cards at home! Amia plans out the whole month in advance but gets paid bi-weekly so she sets her bills to come out on each of her paydays. And she also keeps the last credit card she hasn’t cut up at home. Christine uses two checking accounts so all of her monthly bills come out of one and she uses the other for spending. This is good if you don’t have the option of paying everything on 1 or 2 particular days. Juvy uses the Mint app to track her budget because she gets notifications when she’s nearing her limit. Apps are a great way to bring your budget with you. I also like HoneyFi it’s a similar budgeting app for couples. Whitney uses EveryDollar and Ashley uses YNAB, all can be configured with the zero-based budget. Sue reminds us to prioritize sinking funds in our budgets so we’re not surprised by those often forgettable or unpredictable annual or biannual expenses. Wrap-Up: Thanks so much for listening! Keep leaving us reviews on iTunes or Stitcher, and sending the screenshot to frugalfriendspodcast@gmail.com (mailto:frugalfriendspodcast@gmail.com) . AND share our most recent episode on social for a chance to win a copy of the Frugal Friends Workbook! Thanks for listening! See you next week!

FinTech Newscast
Ep 106 – HoneyFI CEO Ramy Serageldin

FinTech Newscast

Play Episode Listen Later Oct 3, 2020 37:13


Click Subscribe to keep up to date on the world of fintech!  Reach us at info@fintechnewscast.com or at @fintechnewscast on Twitter Fun conversation on finance for couples and smart financial planning with HoneyFI CEO Ramy Serageldin. https://www.honeyfi.com

Couple Money Podcast
Open Enrollment: How to Maximize Your Benefits

Couple Money Podcast

Play Episode Listen Later Sep 23, 2020 29:38


Learn how you can navigate open enrollment season and maximize your benefits to their fullest potential! Making the Most of Your Benefits When we began our series about open enrollment last week, we got into some key things to consider when weighing the pros and cons of different health insurance options.  While health insurance is typically the biggest decision couples and families make during open enrollment, it’s not the only one.  There are so many benefits that can save you some serious money, protect your family’s finances, and give you some significant tax benefits.  I don’t want you leaving money on the table which is why I’m glad Matt Miner is here today on the show.  He’s a fee-only, fiduciary advisor with PLC Wealth Management, LLC who specializes in helping families to make sure their finances align with their goals, priorities, and values.  In this episode we’re discussing: the biggest mistakes couples make with their benefits How to protect yourself with disability insurance what to look out for with your 401(k) Let’s get started!   Resources to Save serious Money Are you looking for more help with maximizing your benefits and saving more money? Here are some resources: Best Budget and Money Apps: Personal Capital, Tiller, Zeta, HoneyFi, and Mint Grow Your Stash Faster: High Yield Savings with CiT Bank Free 401(k) Analysis: blooom Thank You to Our Sponsor Coastal! Support for this podcast comes from Coastal Credit Union! If you’re living in the Raleigh Durham area and looking to bank better, come check out Coastal today. Did you know that Coastal offers a Health Savings Account? If you have a high deductible health plan, you need to take advantage of an HSA. Find out more about what Coastal offers here! Support the Podcast! Thank you so much for listening to the podcast! If you enjoyed this episode and found it helpful, here are some ways to support it. Spread the word! If you enjoyed this episode and think it can help a buddy get on the path to dumping debt and become financially free, please share. Leave a review. Honest feedback and reviews make a big difference and gets the word out about the podcast. Leave your review on Apple or Stitcher. Grab a copy of Jumpstart Your Marriage and Your Money. My book is designed for a busy couple to set up their finances in 4 weeks. Get tips and tools that have worked for other couples on their journey of building their marriage and wealth together! Music Credit Like the music in this episode? Our theme song is by Gentle Regime. Additional music by Lee Rosevere.

The Defiance_ Ventures Podcast
#48 - Ramy Serageldin, HoneyFi

The Defiance_ Ventures Podcast

Play Episode Listen Later Sep 7, 2020 72:22


HoneyFi is a couple's financial planning platform. In this episode John interviews its CEO and founder, Ramy Serageldin. Ramy talks about starting a company after learning from a high flying fintech success story from very early on. He shares insights into the payments industry and gives indispensable guidance to any would be startup founder.

ceo ramy honeyfi
Queer Money
5 Essential Gay Couple Money Tips - Queer Money Ep. 192

Queer Money

Play Episode Listen Later Feb 4, 2020 18:24


When should you start talking about money in a new relationship? We know that financial stress can have a negative impact on our relationships, while healthy money conversations can strengthen a couple’s connection—and even lead to better gay sex! But when is the best time to bring it up? On this episode of the podcast, we’re sharing the results of our couples money conversation poll in the Queer Money Facebook Group, offering our insight on why talking about finances is crucial for couples who cohabitate and what questions it’s okay to ask early on in a new relationship. We walk you through our top five money tips for gay couples, explaining why it’s best to have the initial money conversation in public and how to work together on improving your credit scores. Listen in to understand the benefit of opening a joint account for shared expenses, teaming up on your finances with the Honeyfi app, and setting mutual money goals as an LGBTQ couple!

lgbtq essential money tips couple money queer money honeyfi
So...Talk to Me
Episode 73: Sick and Sore

So...Talk to Me

Play Episode Listen Later Feb 2, 2019 82:41


WARNING: THIS EPISODE INCLUDES A CANDID CONVERSATION ABOUT HOW WE'VE DEALT WITH PORNOGRAPHY AND SEXUAL SIN IN OUR MARRIAGE. BECAUSE THESE ARE ADULT TOPICS, LISTENER DISCRETION IS ADVISED. Many apologies for a late episode this week, but Josh got sick this week and was unable to talk. You'll hear more about it when you listen to the episode. You'll also hear about our friend's birthday at Hideaway, Ted Bundy, our new super-regimented workout routine, and our budget. Our main topic today is how pornography has affected our marriage. Because of the nature of this episode, it's hard to come up with more jokes and puns so I'm just going to end the episode description here. Our recommendations that may tangentially apply to what we've talked about this week are: The HoneyFi couples' budgeting app Finally Free by Heath Lambert If you'd like to reach out, you can Talk to Us via email at SotalktomePodcast@gmail.com, on Twitter, Instagram, or check out our Facebook Page

Frugal Friends Podcast
Minimalist Budgeting | Why Frugal People Still Need a Budget & How To Do Yours

Frugal Friends Podcast

Play Episode Listen Later Dec 28, 2018 50:02


Sponsors: Cook Smarts: Cook Smarts is an affordable and flexible meal planning service that provides recipes, instructions, weekend prep options, and a shopping list for 4 meals per week. We’ve partnered with this awesome service to offer listeners their first 3 weeks of meal plans for free and 25% off any additional services. To get this deal head to frugalfriendspodcast.com/cs and use promo code Frugal for 25% off.   Leftovers: it’s every child’s least favorite word, but it's the budget friendly way to eat! Didn’t finish your meal at the restaurant? Get a doggie bag, eat it tomorrow! Did you make way too much food on Christmas? Eat up those leftovers today! Don’t worry about the fact that you already ate this for breakfast, lunch, and dinner - just think about all the money you’re saving! Leftovers - it’s turning your brain off, and filling your belly. Notable Notes: What the Internet has to say: This article from Savvy Savers Academy lays the foundation for 'why' having a budget is a good thing. Most of us are on board with budgets being helpful - but this is a helpful argument in case you need a reminder ;) What Jen and Jill have to say: We agree with the point that budgets are glorified 'plans' for our money. Follow through can be difficult, but we have found that when we're not planning we actually have anxiety about spending on anything, even things we need! Budgeting gives you a peace of mind on current spending and future living A good way to start is to track your spending try mint A budget gives control and freedom to spend More from the Internet: This article from Student Loan Hero outlines 5 different budgeting methods and how to incorporate them into your financial planning. More from Jen and Jill Jen uses a zero based or pay-yourself-first method so they can put the highest percentage possible to debt and savings Jen likes the idea of the envelope system and it works great for people like Allison of Inspired Budget who we had on the podcast (Episode 18) , but it’s not for her Here are the different budgeting methods: Zero-based Pay-self first Envelope system 50/30/20 No budget BILL OF THE WEEK -  Thank you Jocelyn for your bill!  If you want to submit your bill of the week visit frugalfriendspodcast.com/bill to leave us a bill Ways to Stick to Your Budget from the Frugal Friends Community Sage gets paid the first of the month and will pay all her bills and debt right away then spend whatever’s left. And the key to her success in that is leaving her credit cards at home! Amia plans out the whole month in advance but gets paid bi-weekly so she sets her bills to come out on each of her paydays. And she also keeps the last credit card she hasn’t cut up at home. Christine uses two checking accounts so all of her monthly bills come out of one and she uses the other for spending. This is good if you don’t have the option of paying everything on 1 or 2 particular days. Juvy uses the Mint app to track her budget because she gets notifications when she’s nearing her limit. Apps are a great way to bring your budget with you. I also like HoneyFi it’s a similar budgeting app for couples. Whitney uses EveryDollar and Ashley uses YNAB, all can be configured with the zero-based budget. Sue reminds us to prioritize sinking funds in our budgets so we’re not surprised by those often forgettable or unpredictable annual or biannual expenses. Frugal Friends Book Club: It's still December! And we're wrapping up the "The Millionaire Next Door" by Thomas J. Stanley & William D. Danko! - head over to our Frugal Friends Community to join the discussion! AND We are still giving away 1 book for every 5 reviews we get this month! You can still get a free copy of this month's book! To enter; leave us a review on your podcast listening device (not just iTunes), screenshot the review, and email it to frugalfriendspodcast@gmail.com We’ll select the winners for this book at the end of the month Thank you so much for hanging out with us today! hit the subscribe button wherever you’re listening to this and we’ll come at you every Friday with more frugal goodness. Until next week!

Others Like Me
Episode 28: "Keep your stroke game to yourself and palm" ft. Tabatha

Others Like Me

Play Episode Listen Later Sep 14, 2018 93:33


Hey guys this time we have the first ever call-in experience on this podcast with Tabatha from Boston! She's an avid listener of ours and now a permanent piece of others like me. This episode we go through getting too comfortable living with your spouse, cheating boyfriends, getting through hardships, co-parenting, and adulthood vs. chasing your dreams. Host: Jaron Kane instagram.com/_jaronkane twitter.com/_jaronkane Co-Host: Ahriel Hernandez instagram.com/notezartthegreat twitter.com/notezart Guest: Tabatha twitter.com/itsamindset_ Contact Us: instagram.com/otherslikemepod twitter.com/otherslikemepod facebook.com/otherslikemepodcast olmpodcast@gmail.com Music: Notezart Download and visit: HoneyFi and Distrokid #responsibility #adulting #sacrifice #bills #coparents #hardships #dreams #agriculture #organic #siblings #distrokid #honeyfi --- Support this podcast: https://anchor.fm/otherslikeme/support

The Pitch
#40 Three Startups Enter. Only One Will Leave.

The Pitch

Play Episode Listen Later Aug 1, 2018 52:05


At The Pitch's first-ever live show, three startups face off: Honeyfi, a budgeting app for couples; CBlocks, a cryptocurrency starter kit; and OpenBottle, an app to help people try high-end wines. But can the investors agree on which company should take home the prize? Learn more about your ad choices. Visit megaphone.fm/adchoices

startups honeyfi
Queer Money
Mental Health and Money - Queer Money Ep. 107

Queer Money

Play Episode Listen Later Jun 19, 2018 26:28


Full show notes: https://debtfreeguys.com/mental-health-and-money/ Is there a connection between mental health and money? Do you worry about money? A recent survey of our community revealed that 82% of LGBTQ couples worry about money at least once a month, with 58% of respondents admitting to feeling anxious at least once a week! So, what exactly is getting us down? How is the stress impacting our mental health? And what can we do to improve the situation? Is there a solution to better mental health and money? Sam Schultz is the co-founder of Honeyfi, a budget app that helps couples manage their money together. The company recently completed a ‘Love and Money Survey’ with 300 couples in the LGBTQ community to identify their unique challenges and top goals. Sam returns to Queer Money to cover the struggles LGBTQ couples face when it comes to money, beginning with a lack of emergency savings and ongoing worry about money—despite earning more than the median household income. He offers insight around how social media culture plays into the LGBTQ community’s spending choices and why it’s important for us to share honest stories about our money challenges. Sam shares the study’s findings on the large percentage of couples that don’t use any financial tools or resources and the connection between couples with poor credit and mental health concerns. Listen in to understand the opportunities the LGBTQ community has to improve our collective relationship with money and learn how the Honeyfi app can help!

love mental health lgbtq queer money sam schultz honeyfi
Queer Money
1 Secret to Better Gay Sex - Queer Money Ep. 98

Queer Money

Play Episode Listen Later Apr 17, 2018 28:39


secret talk lgbt gay sex queer money sam schultz honeyfi
Money Peach
EP83: Should Couples Manage Money Together? - with Co-Founders of HoneyFi

Money Peach

Play Episode Listen Later Mar 1, 2018 37:31


Sam Shultz and Ramy Serageldin, co-founders of HoneyFi - the latest fintech app helping spouses get the other spouse on board with the money are here to talk about your partner and your money. 
Whether you’re dating, newlyweds or getting ready to toast 25 years of marriage, you’ll want to check out what these two relationship and money experts have to say on: Top Question: Does everything have to be an open book with the money? The Main Event: Should couples manage money together or separately? Oh Crap: What if your spouse is trying to drag you in the wrong direction financially? What about the App? How does this app differ from what is currently out there and is it worth it to check out?
 All the show notes, the app and anything Sam, Ramy and I mentioned can be found at https://www.moneypeach.com/session83

Fintech Insider Podcast by 11:FS
Ep. 160. State of the Union 3

Fintech Insider Podcast by 11:FS

Play Episode Listen Later Dec 15, 2017 55:24


This week, Sam's joined by Rahmi Serageldin, co-founder & CEO of Honeyfi; Rob Frohwein, CEO & co-founder of Kabbage; Matt Potere, CEO of Sunlight Financial; and Alexandra Villarreal O’Rourke, Financial Services Partner and FinTech Practice Group Co-Leader at McGuireWoods LLP. First up, the guys talk about the South East - why's Charlotte become the go-to location for fintech and what makes it such a vibrant community hub? Alex tells us about the Carolina Fintech Hub - a non-profit group that fosters fintech in the city. Plus, why regulatory and legal can be such big barriers to fintech startups. Is Atlanta the finance capital of the United states? Matt tells us about the Fintech Atlanta Taskforce, and why a lot people might not get what fintech really means. With three years of experience at the Consumer Financial Protection Bureau (CFPB), Alex gives her perspective on her time there, some of the recent changes and what they'll mean for the industry. Plus, the guys discuss how regulators can further encourage fintech startups, and why the picture differs so much internationally. Is it possible to follow the 'right and fair' approach to achieve good regulatory outcomes? We talk through the Equifax hack, and explain why firms should assume that the information they receive is compromised before thinking about how to validate it. And do governments need to take the lead on digital IDs? We look to 2018 - will the financial system look better for consumers? And if so, how? Sam asks whether some version of PSD2 will hit the US, how it will arrive and what the consequences will be. Plus, what can be learned from the European experience? And to finish up this week, what will the industry look like in two years' time? Enjoy the show! Spread the word, tell all your friends and don't forget to leave us a review on iTunes. If you want to get in touch, drop us a line at podcasts@11fs.com or on Twitter @FintechInsiders and follow us on Facebook. Special Guests: Alexandra Villarreal O'Rourke, Matt Potere, Rahmi Serageldin, and Rob Frohwein.

Millennial Money
Team Up And Tackle Your Money As A Couple – Sam & Ramy, Honeyfi

Millennial Money

Play Episode Listen Later Dec 15, 2017 31:23


I’m not sure it’s ever “easy” to manage your money as a couple, but I do know that approaching money as partners sure does make it a lot easier to handle. The question I’m always asked is, “do I have to share everything with my partner when it comes to money?” If you’re already dreading […] Read more...

Couple Money Podcast
How to Avoid Burnout By Giving Your Finances and Lives Margin

Couple Money Podcast

Play Episode Listen Later Nov 5, 2017 10:20


Whether you have a 9-5 job, are self-employed, or run a business, burn-out can be a real problem. Learn how you can avoid it ad setting up your finances to take the time off you need!  Wrapping Up a Big Year at FinCon LLast week, I went to Dallas to attend FinCon, a conference of independent personal finance publishers, fintech companies, and media focused on a positive money message. I had an incredible week chatting with buddies in the personal finance space. We've chatted throughout the year via Zoom or Skype, but it's special to hang out in person. Many of us got started because we were getting out of debt or saving for a dream. I also got to see what was going on with fintech. There are so many developments and right now, apps are coming out that are designed for couples. Got to enjoy some time with the HoneyFi team as well as a few others. And I was especially honored and grateful that Couple Money won best family finance blog for the second year in a row! But besides taking home a sweet trophy I also brought back a bug and I'm finally feeling more like myself. My voice is a little weak, but I didn't want to miss another week. It's the season finale and I want to talk about a few things that have been on my mind and some of what I heard on yours. In this episode, I want to discuss with you:  tackling big goals while avoiding burnout budgeting for time off upcoming plans for the podcast and this site Hope you enjoy!  Jumpstart Your Marriage and Money Course Want to give your marriage and bank account a boost? Pick up Jumpstart Your Marriage and Money course. Jumpstart focuses on the big wins including earning more. Get LIFETIME access to a four-week course design to help you: Stop fighting about money and create a budget that you BOTH LOVE Automate your money Pay off your debt faster Plus more! You can get lifetime access here! Music Credit Like the music in this episode? Our theme song is by Gentle Regime. Additional music by Lee Rosevere and Logan from Music for Makers in this episode.

The Stacking Benjamins Show
Invest or Pay Down Your Mortgage? (and an intro to HoneyFi)

The Stacking Benjamins Show

Play Episode Listen Later Oct 26, 2017 45:27


It's an age old question...pay off debt or invest? While we could wax philosophical about which is the right approach, on today's show we answer a question from a listener about a specific question around this topic. He and his family have a mortgage, but also need more savings for retirement. Which is the right approach for him?  In our headlines segment we'll discuss bad breakups. Should you dive in to "retail therapy" when things go wrong? Statistically, that's what LOTS of us apparently do. We'll also answer a question about freezing your credit from Glen. He's applying for a job and wondering if he should go ahead and freeze his credit or if he should leave it open for when his company completes the inevitable credit check. Also, in our special guest spot, we'll talk about HoneyFi! If you're in a relationship and want a financial app that's been designed from the ground up, you'll want to listen to today's featured FinTech segment. Thanks to MagnifyMoney.com and LinkedIn for supporting Stacking Benjamins. Go to LinkedIn-dot-com-slash-sb and get a $50 credit toward your first job post.

American Banker Podcast
Breaking Banks: How hip-hop rapper Divine went from prison to fintech entrepreneurship

American Banker Podcast

Play Episode Listen Later Aug 25, 2017 52:06


Divine, a rapper from Brooklyn, shares how he forged a friendship with billionaire venture capitalist Ben Horowitz and went on to create financial technology company BLAK. Also in this episode: Ramy Serageldin explains how his Honeyfi app helps couples collaborate on their finances and Paul Walker at Q2 shares his company’s work with fintech startups.

Couple Money Podcast
Jumpstart Your Money with the New Year New You Financial Summit

Couple Money Podcast

Play Episode Listen Later Jan 3, 2017 12:05


Watch the New Year, New You Financial Summit Live I'm finishing up a fourth season with the biggest event I've ever done - New Year, New You Financial Summit. And it's happened in large part because of you - your support, ideas, and questions have made this possible! This summit has been a work in progress for the past few months and I'm so thrilled with the response so far. I've gotten to chat with some of you during the sessions which has made this all the more special to me. In this episode, we'll get into: what goes behind the scenes to put together a summit what goes behind the scenes to put together a summit highlights from the summit so far some honest and personal answers we had in our Q&A sessions from a couple of our speakers Hope you enjoy! New Year New You Partners & Giveaways In addition to the sessions, we partnered up with some wonderful companies. Special Shout out to Proactive Budgets, Republic Wireless, iBotta, and HoneyFi! Besides offering really great service to help you save your money, they are sponsoring some incredible giveaways. Republic Wireless is offering credit for a free smartphone and three months service with them   HoneyFi gave away $100 through PayPal/Amazon gift card   iBotta will be doing a few drawings including one for $250 credit which can be cashed out   ProActiv is giving lifetime subscriptions to their app every day of the summit Check out all the details here. We wanted to give people every reason to register for the New Year, New You Summit. So if you haven't already, please sign up!

Charlotte Angel Connection
Charlotte Angel Connection Episode 008: Rob Cummings Co-Founder of Deal Cloud

Charlotte Angel Connection

Play Episode Listen Later Dec 4, 2016 27:35


Join us for the final episode in a three part series exploring the path of a startup. We've spoken with Ramy Serageldin of Honeyfi and Dan D'Aquisto of 2ULaundry. This week we dive into a great discussion with Rob Cummings of DealCloud who just finished a $5.3 million Series B in December 2015. Our focus here is to talk about the opportunities and struggles each company faces along the startup journey. Where have they been and what lies ahead? What’s the path they took and how did they do it in Charlotte. Along the way, we’ll get to know each founder and their company. I can’t think of a better way to explore the path of a Charlotte entrepreneur. Hopefully you will share the excitement over the next couple of weeks. Today’s episode is with Rob Cummings, CoFounder of DealCloud. Rob helped grow DealCloud from 2 to 17 employees over a 4.5-year period with locations in Charlotte and New York City. DealCloud went from a spreadsheet concept to serving hundreds of M&A firms across the country with a hungry team executing a great strategy and concept.

Charlotte Angel Connection
Charlotte Angel Connection Episode 007: Dan D’Aquisto, Co-Founder of 2ULaundry

Charlotte Angel Connection

Play Episode Listen Later Nov 27, 2016 29:04


Join us for the second part of a three part series exploring the path of a startup. Last week, we spoke with Ramy Serageldin with Honeyfi – who is releasing their beta product as we speak. This week we dive into a great discussion with Dan D’Aquisto from 2ULaundry who just raised a $400,000 seed round. Next week, we will wrap up the three part series with a great interview with Rob Cummings from DealCloud to talk about their $5.3 million Series B round in December 2015. Our focus here is to talk about the opportunities and struggles each company faces along the startup journey. Where have they been and what lies ahead? What’s the path they took and how did they do it in Charlotte. Along the way, we’ll get to know each founder and their company. I can’t think of a better way to explore the path of a Charlotte entrepreneur. Hopefully you will share the excitement over the next couple of weeks. Today’s episode is with Dan D'Aquisto, CoFounder of 2ULaundy. 2ULaundry is a tech enabled laundry and dry cleaning service. They are guided by an unwavering commitment to the perfect customer experience and an obsessive passion for quality. 2ULaundry operates with a simple goal in mind: to help members maximize every moment of every day. Dan leads 2ULaundry's growth and acquisition strategy.

co founders series b dan d 2ulaundry honeyfi rob cummings
Charlotte Angel Connection
Charlotte Angel Connection Episode 006: Ramy Serageldin Co-Founder of Honeyfi

Charlotte Angel Connection

Play Episode Listen Later Nov 21, 2016 27:13


Join us for the first part of a three part series exploring the path of a startup. We've lined up Ramy Serageldin with Honeyfi - who is just releasing their beta product as we speak. Next, we spoke with Dan D'Aquisto from 2U Laundry who just raised a $400,000 seed round. We will wrap up the three part series with a great interview with Rob Cummings from DealCloud to talk about their $5.3 million Series B round in December 2015. Our focus here is to talk about the opportunities and struggles each company faces along the startup journey. Where have they been and what lies ahead? What's the path they took and how did they do it in Charlotte. Along the way, we'll get to know each founder and their company. I can't think of a better way to explore the path of a Charlotte entrepreneur. Hopefully you will share the excitement over the next couple of weeks. Today's episode is with Ramy Serageldin, COO of Honeyfi. Honeyfi is the first financial management app designed for couples from the ground up and it’s free. Ramy is a proven digital financial services executive and thought leader. He was the COO with Moven a web-based bank before leaving earlier this year to work on his current start-up, Honeyfi.