In this episode, I sit down with Tad Fallows, CEO and co founder of Long Angle, a private peer community built for first generation wealth creators.

Tad works with entrepreneurs, executives, and families navigating the real challenges that come with significant wealth. Not the flashy stuff, but the complexity most people never see.

We talk about what actually changes once someone reaches $5 million, $10 million, or even $50 million in net worth. How wealthy people really invest. Why many high net worth individuals avoid leverage. How private markets fit into their portfolios. And why wealth often creates more questions, not fewer.

This conversation goes deep into topics most podcasts avoid, including parenting with wealth, overcomplicating investments, private equity and private credit, tax efficiency, insurance myths, and the emotional side of money.

If you have ever wondered how the 1 percent actually think about money, this episode pulls the curtain back.

Topics we cover include
• How the wealthy really allocate their portfolios
• Why many high net worth investors avoid leverage
• Public markets vs private markets
• Why complexity increases as wealth grows
• Parenting and raising grounded kids with money
• Life insurance myths and what actually makes sense
• What people misunderstand about rich investors
• How first generation wealth creators think differently

About Tad Fallows
Tad Fallows is the CEO of Long Angle, a free peer community for first generation wealth creators with complex financial lives. Long Angle connects thousands of members across the world to share unbiased advice around investing, taxes, estate planning, lifestyle decisions, and more. Tad is also a former tech entrepreneur who bootstrapped and sold a software company and now focuses on helping others navigate wealth intelligently.

Connect with Tad Fallows
Long Angle website
https://www.longangle.com

Navigating Wealth Podcast
Search “Navigating Wealth” on your favorite podcast platform

LinkedIn
Search Tad Fallows on LinkedIn

If you enjoyed this conversation, make sure to like, subscribe, and share it with someone who would appreciate a real conversation about wealth. And if you know someone who would be a great guest for the show, reach out.

Send The Host, Steven Weinstock, a comment

🎙 About Steven Weinstock
Steven Weinstock is a real estate investor and founder of WeCapital and the Goethals Capital Fund. Since 2001, he has built a diverse portfolio of residential and multifamily assets while helping investors access passive income through strategic real estate opportunities. On this podcast, he shares real-world insights on investing, capital raising, and what it really takes to build and scale in today’s market.

📩 Want to invest or get in touch?
Visit: www.WeCapitalX.com

📱 Connect with Steven:
LinkedIn: www.linkedin.com/in/stevenweinstock1

Instagram: https://www.instagram.com/wecapitalx/
YouTube: https://www.youtube.com/@TheWealthClockPodcast