Episode Details

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Spotify: https://bit.ly/4afXcan

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👇 Click Below to be a guest on our video podcast: 👇

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Connect with Tad Fallows & Matt Shechtman:

Website: https://www.longangle.com/

Tad Fallows: https://www.linkedin.com/in/fallows/   

Matt Shechtman: https://www.linkedin.com/in/msheck/

Timestamps: 
00:00 Introduction to Long Angle Community

03:25 Meet the Founders: Tad and Matt

03:59 The Genesis of Long Angle

05:15 Community Growth and Member Demographics

05:55 Private Market Investments and Member Benefits

12:48 Maintaining Quality and Due Diligence

18:51 Investment Strategies and Member Insights

27:16 Digital Natives and Financial Comfort

28:15 Dissatisfaction with Financial Advisors

30:17 Asset Allocation Insights

32:22 Satisfaction Ratings and Personal Trainers

36:05 Wealth as an Asset for Children

37:02 Estate Planning and Golden Visas

41:02 Key Takeaways for New Wealth

43:17 Building the Long Angle Community

47:26 Future of Long Angle

49:28 In-Person Meetings and Community Culture

52:09 Conclusion and Contact Information

Bigrock by Kevin MacLeod (incompetech.com), Licensed under Creative Commons: By Attribution 4.0 License https://creativecommons.org/licenses/by/4.0/

Disclaimer:

Alt Funds Network LLC and its affiliates, episode guests, and the companies they represent do not provide tax, legal or accounting or investment advice. This material has been prepared for informational and educational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal, accounting, and investment professionals before engaging in any transaction or making any financial or legal decision based on your specific situation.