ABOUT THIS PODCAST 🔗
Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep subject matter expertise to share fresh, candid perspectives across some aspect of the economy, investing, family, health, or lifestyle.
Update frequency:
weekly
Average audio length:
48 minutes
Guest interviews
English
United States
45 episodes
since Nov. 19, 2025
episodic
LATEST EPISODE 🔗
Tad Fallows and Sriram Gollapalli pressure-test the new wave of AI personal assistants: Instinct, Meta's Muse, OpenAI's Dots, Town and GrokBot. Sriram has spent a month running Instinct inside WhatsApp with access to his Gmail and calendar, and he walks through what it has handled so far: prepping …
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PREVIOUS EPISODES 🔗
How does private placement life insurance work, and when does it beat a taxable account? David Valcourt, VP of Business Development at Financial Architects Partners and a life insurance broker with nearly 20 years in the private placement market, returns for part two with hosts Tad Fallows and Matt…
How do you beat decision fatigue and decide when the data is incomplete? Former CIA analyst Rupal Patel spent six years briefing the four-star general running the Afghanistan war, sometimes contradicting his own intelligence apparatus. With host Sriram Gollapalli, she walks through how analysts cut…
Where do millionaires keep their money? Tad Fallows and Matt Shechtman break down Long Angle's survey of 165 high-net-worth households grading every financial product they use: the most-carried credit cards rank near the bottom of their categories, brokerages beat banks at banking, and spreadsheets…
Is AI a bubble? Tad Fallows and Sriram Gollapalli break down how to invest in AI in 2026 — starting with the warning Warren Buffett gave the tech elite at Sun Valley in July 1999: a transformative industry and a rewarding investment are not the same thing. Eighteen months later the dot-com crash pr…
Tad Fallows breaks down the best credit cards for high-net-worth spenders: a set-it-once system built on asset thresholds instead of annual fees, worth more than $20,000 a year to him, tax-free, with no signup bonuses or rotating categories to manage.
🔔 Please Subscribe and Hit the Bell: https://ww…
Today we're thrilled to welcome Dave Valcourt, VP of Business Development at Financial Architects Partners, part of NFP, one of the largest insurance brokers in the country. Dave has spent almost twenty years in life insurance as an independent broker who supports the full spectrum of policies, fro…
Today we’re thrilled to welcome Kartik Singapura, partner and trial attorney at Bell Nunnally. We discuss a working litigator’s view of AI tools for lawyers: what they genuinely speed up, where they still fail, and why he calls AI an average intelligence.
The conversation covers how AI inverted the…
Today we’re thrilled to welcome David Stein, former chief investment strategist at institutional advisory firm FEG and host of the Money for the Rest of Us podcast. David spent close to two decades advising endowments, foundations, and institutional clients before turning to teaching individual inv…
Evergreen funds promise private markets access without decade-long lockups. StepStone's Michael Elio covers semi-liquid fund liquidity, secondaries pricing and how to evaluate a fund before you buy.
🔔 Please Subscribe and Hit the Bell: https://www.youtube.com/@NavigatingWealthPodcast?sub_confirmati…
Disclaimer: The podcast and artwork embedded on this page are from Long Angle, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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