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Email us with topic ideas: info@altfunds.io
Spotify: https://bit.ly/4afXcan
Apple Podcast: https://apple.co/4akXAUS
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👇 Click Below to be a guest on our video podcast: 👇
https://bit.ly/46X7cSQ
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
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.
