Navigating Wealth

Publicly listed emails

ryan.morrison@longangle.com

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Is Private Placement Life Insurance Right for Your Portfolio?

September 25, 2026

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 life insurance broker with nearly 20 years in the private placement market, returns for part two with hosts Tad Fallows and Matt Shechtman.In this conversation, David explains what PPLI is (a protection product whose engine is the investment inside it), walks through the math of trading a 5% annual tax bill on private credit...

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

September 16, 2026

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 Afghanistan war, sometimes contradicting his own intelligence apparatus. With host Sriram Gollapalli, she walks through how analysts cut signal from noise, why the perfect data set does not exist, and how the same decision-making framework carried her from the CIA to business school to building a real estate business on an 18-month ...

165 Millionaires Regret These Financial Products

September 04, 2026

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 they use: the most-carried credit cards rank near the bottom of their categories, brokerages beat banks at banking, and spreadsheets are still the number one way wealthy households track their portfolios.The full 2026 High-Net-Worth Financial Products: Benchmark Report is available at https://www.longangle.com/research.🔔 Please ...

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How do I get in touch with Navigating Wealth?

Navigating Wealth is hosted by Tad Fallows and Sriram Gollapalli. Its publicly listed email is ryan.morrison@longangle.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for Navigating Wealth?

The publicly listed email for Navigating Wealth: ryan.morrison@longangle.com.

How many listeners does Navigating Wealth have?

Podseeker estimates Navigating Wealth reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for Navigating Wealth?

Navigating Wealth typically books industry leaders. Typical guest background: Senior finance, investment, legal, insurance, technology, or business professionals with deep subject-matter expertise, substantial operating or advisory experience, and a distinctive career perspective. Common among recent guests: Senior leadership or specialist roles at established firms; Experience advising institutional or high-net-worth clients; Creation of a recognized business, investment platform, or media property. Recent guests include Dave Valcourt, Kartik Singapura, and David Stein.

How hard is it to get booked on Navigating Wealth?

Medium. Guests usually need solid credentials in the topic and an idea that fits the show.

What topics does Navigating Wealth cover?

Recent episodes cover Wealth Management, Investing, Private Markets, Estate Planning, and Entrepreneurship. Pitch an idea tied to one of these topics and mention a recent episode.