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Inside the Minds of Multi-Millionaires: Wealth, Legacy, and Risk in 2025 with Tad Fallows

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Manage episode 497204792 series 2512099
Content provided by Jim Oliver. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Oliver or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Breakaway Wealth, Jim speaks with Tad Fallows, entrepreneur and founder of Long Angle, a private community for individuals with $2.2M+ in investable assets. They discuss how wealth creators think about investing, raising children without entitlement, and maintaining purpose after a business exit.

3 Key Takeaways:

  • Portfolio strategy beyond Wall Street: High-net-worth individuals are moving away from traditional 60/40 portfolios, favoring private equity, real assets, and niche alternative investments for uncorrelated, equity-like returns.

  • Post-exit risk mindset: Many entrepreneurs opt for higher-return, illiquid investments rather than de-risking, based on the belief that volatility is manageable when wealth exceeds basic needs.

  • Raising children with financial independence: The most consistent concern among members of Fallows' community is how to instill grit and self-sufficiency in children growing up with financial abundance.

If you're serious about breaking away from conventional thinking and building lasting wealth, this conversation offers a clear window into how high-level entrepreneurs manage their capital, family, and future.

Connect with Tad Fallows:

Long Angle: https://www.longangle.com/

Tad's LinkedIn: https://www.linkedin.com/in/fallows/

  continue reading

357 episodes

Artwork
iconShare
 
Manage episode 497204792 series 2512099
Content provided by Jim Oliver. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Oliver or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

In this episode of Breakaway Wealth, Jim speaks with Tad Fallows, entrepreneur and founder of Long Angle, a private community for individuals with $2.2M+ in investable assets. They discuss how wealth creators think about investing, raising children without entitlement, and maintaining purpose after a business exit.

3 Key Takeaways:

  • Portfolio strategy beyond Wall Street: High-net-worth individuals are moving away from traditional 60/40 portfolios, favoring private equity, real assets, and niche alternative investments for uncorrelated, equity-like returns.

  • Post-exit risk mindset: Many entrepreneurs opt for higher-return, illiquid investments rather than de-risking, based on the belief that volatility is manageable when wealth exceeds basic needs.

  • Raising children with financial independence: The most consistent concern among members of Fallows' community is how to instill grit and self-sufficiency in children growing up with financial abundance.

If you're serious about breaking away from conventional thinking and building lasting wealth, this conversation offers a clear window into how high-level entrepreneurs manage their capital, family, and future.

Connect with Tad Fallows:

Long Angle: https://www.longangle.com/

Tad's LinkedIn: https://www.linkedin.com/in/fallows/

  continue reading

357 episodes

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