HeyJaredNavigating Wealth
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.
- Indexed episodes, last 90 days
- 9
- Latest publication
- Sep 4, 2026
- Audience
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- Earliest in this view
- Jul 8, 2026
Latest episodes
165 Millionaires Regret These Financial Products (opens the original)
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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 are still the number one way wealthy households track their portfolios. The full 2026 High-Net-Worth Financial Products: Benchmark Report is available at https://www.longangle.com/research. 🔔 Please S
The AI Arms Race: Why Most Investors Are Getting It Wrong (opens the original)
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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 proved him right, and his warning is being repeated today. Ten stocks now make up nearly 40 percent of the S&P 500, and $18 of AI infrastructure spending goes out for every dollar of AI software revenue.
These Credit Cards Pay You $20,000 a Year, Tax-Free (opens the original)
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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://www.youtube.com/@NavigatingWealthPodcast?sub_confirmation=1 Discover More From Long Angle 👉 Blog: https://www.longangle.com/blog/best-credit-cards-for-high-net-worth-individuals 👉 YouTube: https://www.yo
Buy, Borrow, Die Has a Gap. Life Insurance Closes It - Dave Valcourt (opens the original)
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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, from term life to whole life to private placement life insurance, and canvasses more than twenty carriers to match each product to each client's situation. In this conversation, Dave explains where the in
Can AI Chats Become Court Evidence? - Kartik Singapura (opens the original)
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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 way lawyers build a case, whether the billable hour survives, and what happens when clients arrive with ChatGPT legal advice that is confident but wrong. Kartik also answers the question on every desk
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