Navigating Wealth

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 Shechtman. In this conversation, David explains what PPLI is (a protection product whose engine is t...

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 signal from noise, why the perfect data set does not exist, and how the same decision-making framewo...

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...

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...

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: htt...

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 carrier...

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 w...

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 investors how markets work and building the market analysis tool Asset Camp. In this conversation, David...

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_confirmation=1 Discover More From Long Angle 👉 Beyond Wealth Newsletter: https://langle.co/bwnews 👉 Research...

Alex Branton runs NAV lending at Nodem Capital, one of the few firms financing the illiquid end of private wealth, where he sees roughly 150 portfolios a year and underwrites about 20.  He breaks down why banks won't lend against private equity and venture no matter how large the portfolio, and how to weigh borrowing against a private book versus selling it at a steep secondary discount.  If you'r...

Max Artz leads the search fund strategy at Peterson Partners, where he screens roughly 300 searchers a year to back 10 to 15.  He breaks down why this asset class has returned in the mid-30% range for three decades without compressing, and how the best searchers win deals against buyers writing bigger checks.  If you're weighing search as an allocation or the operator path yourself, he lays out wh...

Today we welcome Emila Damjanovic and Evan Skorpen, Partners at Lead Edge Capital, a growth equity firm with 100+ company partnerships and 60+ exits. The conversation covers how growth equity works, why software cash margins have tripled while valuations compressed, and how to identify which software businesses are actually durable when AI is reshaping the category.  This episode gives investors a...

He spent nearly a decade at Meta, got laid off, looked at his accounts, and realized he never had to go back. Three years into semi-FIRE, Andre Nader writes the FAANG FIRE Substack — helping tech workers turn equity compensation and high income into financial independence and optionality. In today's episode, Andre breaks down the full FAANG FIRE framework: how to calculate your enough number using...

The highest inflation in three years has the market pricing in rate hikes. A 38-year Wall Street monetarist thinks that's exactly backwards, and that the Fed is clear to cut.  Today we welcome Jay Hatfield, founder, CEO, and portfolio manager at Infrastructure Capital Advisors, where he runs nine income ETFs. A CPA and Wharton-trained monetary economist with 38 years on Wall Street, Jay makes the...

Today we're thrilled to welcome Kristin Keffeler, Chief Learning Officer at the JFG Family Office, co-author of Wealth 3.0 , and one of the leading practitioners in rising generation development.  Kristin has spent 20 years working with families navigating the psychological and structural challenges of raising children with significant inherited wealth — and is herself a second-generation inherito...

Today we're thrilled to welcome Brent and Kyle Pease, co-founders of the Kyle Pease Foundation and co-creators of 29029, the endurance event where participants climb the vertical equivalent of Everest in 36 hours. Brent and Kyle built a $3 million nonprofit from zero while working other jobs on the side.  In this episode they share how they think about mission-aligned hiring, why the overhead rati...

Today we're thrilled to welcome Jason Bertoldi, litigation finance veteran and Managing Director at Alliant. He has spent his career on every side of the asset class — as a plaintiff's attorney at one of the firms that helped build commercial litigation funding, as an investor at D.E. Shaw, and now as a broker of litigation insurance.  Jason breaks down how outside capital funds legal claims, why...

Today we're thrilled to welcome Anil Gupta, former Head of Investor Relations at Coinbase and eight-year veteran of Meta's IR team.  Anil breaks down how investor relations works, why a first-day IPO pop is a wealth transfer rather than a success signal, what Coinbase's direct listing decision actually meant for employees, and how to read an earnings call when you understand how the other side pre...

Today we're thrilled to welcome Sam Raha, CEO of Myriad Genetics. Sam has spent 25 years at the intersection of genomics and commercial medicine.  In this conversation he explains what precision medicine actually delivers today, how AI is being embedded into diagnostic tests at three distinct levels, and why proactive genetic testing carries a real insurance risk many individuals never think to as...

Today we're thrilled to welcome Nick Gray, a two-time founder who sold a family avionics business to private equity and built Museum Hack into a multimillion-dollar experiential company before exiting operating life entirely.  After two exits, Nick found that financial freedom and social infrastructure are not the same thing. He spent years testing event formats to build a repeatable system for ma...

Today we're thrilled to welcome Blake London, Co-Founder of Formentera. Blake raised $3 billion across five funds in under five years, operates nearly 4,000 wells producing 70,000 barrels of oil per day across the U.S. and Australia, and previously spent 15 years at Credit Suisse as head of energy equity capital markets. In this conversation, recorded live with the Long Angle community on April 22...

Tom Manatos spent 20 years navigating Washington from both sides - as a Capitol Hill staffer who received the calls from advocates, and as the person making those calls on behalf of Spotify, Block, and the Internet Association.  In this episode, he walks through how political access actually works: who the real decision-makers are, what it costs to get in the room, why state government is where bu...

Today we're thrilled to welcome Joline Godfrey, a financial parenting expert, clinical social worker, and author with over 30 years working directly with affluent families. Her question: how do you raise a financially capable kid when you can afford to solve every problem for them? • Learn More About Our Sponsor: https://www.dailybodycoach.com/navigatingwealth • Apply to Long Angle HNW Community:...

Today we're thrilled to welcome Katie Fowler, Principal at Blue Owl Capital, one of the largest non-bank direct lenders in the United States managing over $150 billion in credit assets.  The past six months have produced a cascade of private credit headlines: cockroaches, GFC 2.0, redemption gates, and Katie joins us from inside the portfolios to separate what the data actually shows from what the...

Today we're joined by Megan Nicholson, Partner of ImageArb and a two-decade veteran of hedge fund capital raising across Lehman Brothers, Barclays, and Jefferies.  Megan breaks down how the hedge fund space actually works, what institutional allocators are looking for that most individual investors never think to ask, and why the access and intelligence gap is the real risk for HNW investors tryin...