Navigating Wealth

Buying Back Your Time With an AI Personal Assistant

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 r

Is Private Placement Life Insurance Right for Your Portfolio?

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

Former CIA Analyst: How to Make a High-Stakes Decision

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 Afghani

165 Millionaires Regret These Financial Products

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 the

The AI Arms Race: Why Most Investors Are Getting It Wrong

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 J

These Credit Cards Pay You $20,000 a Year, Tax-Free

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

Buy, Borrow, Die Has a Gap. Life Insurance Closes It - Dave Valcourt

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 count

Can AI Chats Become Court Evidence? - Kartik Singapura

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 ge

Is 60/40 Too Risky Once You’re Wealthy? - David Stein

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

How Evergreen Funds Pick Winners in Any Market - Michael Elio

Evergreen funds promise private markets access without decade-long lockups. StepStone's Michael Elio covers semi-liquid fund liquidity, secondaries pricing and how to eva

Illiquid Assets You Can't Sell? Borrow Against Them - Alex Branton

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 underwr

Search Funds: Winning the Deal Without the Highest Offer - Max Artz

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 re

How Growth Equity Firms Pick Software Winners in an AI Market — Emila Damjanovic and Evan Skorpen

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 cov

He Turned His FAANG Salary Into Early Retirement - Andre Nader

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 FIR

Market Rate Hikes? This 38-Year Monetarist Disagrees - Jay Hatfield

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

The Unexpected Parenting Mistakes That Arrive With the Money - Kristin Keffler

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

Why The Best Philanthropy Doesn't Start With A Check - Brent and Kyle Pease

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

The Controversial Asset Class Historically Outperforming the Stock Market - Jason Bertoldi

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

Earnings Calls Decoded by a Former Coinbase IR Executive - Anil Gupta

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 relati

Proactive Genetic Testing Has a Life Insurance Problem — Sam Raha

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 h