Navigating Wealth

Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep subject matter expertise to share fresh, candid perspectives across some aspect of the economy, investing, family, health, or lifestyle.

Navigating Wealth is a business podcast hosted by Long Angle, with 39 episodes on record and a Required Pod Score of 80. PitchCentric scores this show on Booking Probability, Listen Score, and live audience signals refreshed every 24 hours.

Long Angle hosts Navigating Wealth, a business show with 39 episodes published.

Our AI reads these to draft pitches. Use them as grounding for a pitch that cites a real guest and a specific topic.

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  Navigating Wealth

  Buy, Borrow, Die Has a Gap. Life Insurance Closes It - Dave Valcourt

  Aug 12, 202657 min

  Today we're thrilled to welcome Dave Valcourt, VP of Business Development at Financial Architects Partners, part of NFP, one of the largest insurance brokers in the country. Dave has spent almost twenty years in life insurance as an independent broker who supports the full spectrum of policies, from term life to whole life to private placement life insurance, and canvasses more than twenty carriers to match each product to each client's situation. In this conversation, Dave explains where the industry's pushy reputation comes from and why commissions on a traditional permanent policy can reach 90% of a first-year premium, maps what term, whole life, GUL, IUL, VUL, and PPLI are each built for, and walks through premium financed life insurance - the strategy where a private bank lends the premium directly to a trust, so the money arrives without gift tax and whole life cash value serves as collateral at a 95% advance rate. Please Subscribe and Hit the Bell: https://www.youtube.com/@NavigatingWealthPodcast?sub_confirmation=1 Discover More From Long Angle YouTube: https://www.youtube.com/@NavigatingWealthPodcast Beyond Wealth Newsletter: https://langle.co/bwnews Research & Studies: https://www.longangle.com/research ━━━━━━━━━━━━━━━━━━━━ Resources & Links Become a Member: https://longangle.com/navigatingwealth Get Episode Release Notifications: https://www.longangle.com/navigating-wealth-podcast ━━━━━━━━━━━━━━━━━━━━ Socials LinkedIn: https://www.linkedin.com/company/long-angle Twitter/X: https://x.com/LongAngleHNW Instagram: https://www.instagram.com/longanglehnw/ Facebook: https://www.facebook.com/longanglehnw Long Angle is a private, vetted global community of accomplished entrepreneurs, executives and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities and ambitions. Hosted by the founders of the Long Angle community, Navigating Wealth explores how experienced investors, founders and operators approach the real questions wealth creates, from private markets and capital allocation to business exits and life design.

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  Navigating Wealth

  Is 60/40 Too Risky Once You’re Wealthy? - David Stein

  Jul 29, 202655 min

  Today we’re thrilled to welcome David Stein, former chief investment strategist at institutional advisory firm FEG and host of the Money for the Rest of Us podcast. David spent close to two decades advising endowments, foundations, and institutional clients before turning to teaching individual investors how markets work and building the market analysis tool Asset Camp. In this conversation, David makes the case that a 60/40 portfolio is too risky when the goal is preserving generational capital, explains how the S&P 500 has drifted toward a concentrated, AI-heavy benchmark trading near record valuations, and walks through his own “asset garden” - a portfolio of roughly 20% stocks alongside gold, crypto, private capital, preferred stocks, closed-end funds, and catastrophe bonds. Please Subscribe and Hit the Bell: https://www.youtube.com/@NavigatingWealthPodcast?sub_confirmation=1 Discover More From Long Angle YouTube: https://www.youtube.com/@NavigatingWealthPodcast Beyond Wealth Newsletter: https://langle.co/bwnews Research & Studies: https://www.longangle.com/research ━━━━━━━━━━━━━━━━━━━━ Resources & Links Become a Member: longangle.com/navigatingwealth Get Episode Release Notifications: https://www.longangle.com/navigating-wealth-podcast ━━━━━━━━━━━━━━━━━━━━ Socials LinkedIn: https://www.linkedin.com/company/long-angle Twitter/X: https://x.com/LongAngleHNW Instagram: https://www.instagram.com/longanglehnw/ Facebook: https://www.facebook.com/longanglehnw Long Angle is a private, vetted global community of accomplished entrepreneurs, executives and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities and ambitions. Hosted by the founders of the Long Angle community, Navigating Wealth explores how experienced investors, founders and operators approach the real questions wealth creates, from private markets and capital allocation to business exits and life design.

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  Navigating Wealth

  How Evergreen Funds Pick Winners in Any Market - Michael Elio

  Jul 22, 202654 min

  Evergreen funds promise private markets access without decade-long lockups. StepStone's Michael Elio covers semi-liquid fund liquidity, secondaries pricing and how to evaluate a fund before you buy. Please Subscribe and Hit the Bell: https://www.youtube.com/@NavigatingWealthPodcast?sub_confirmation=1 Discover More From Long Angle Beyond Wealth Newsletter: https://langle.co/bwnews Research & Studies: https://www.longangle.com/research ━━━━━━━━━━━━━━━━━━━━ Resources & Links Become a Member: https://longangle.com/navigatingwealth Get Episode Release Notifications: https://www.longangle.com/navigating-wealth-podcast ━━━━━━━━━━━━━━━━━━━━ Socials LinkedIn: https://www.linkedin.com/company/long-angle Twitter/X: https://x.com/LongAngleHNW Instagram: https://www.instagram.com/longanglehnw/ Facebook: https://www.facebook.com/longanglehnw Long Angle is a private, vetted global community of accomplished entrepreneurs, executives and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities and ambitions. Hosted by the founders of the Long Angle community, Navigating Wealth explores how experienced investors, founders and operators approach the real questions wealth creates, from private markets and capital allocation to business exits and life design.

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  Navigating Wealth

  Illiquid Assets You Can't Sell? Borrow Against Them - Alex Branton

  Jul 15, 202659 min

  Alex Branton runs NAV lending at Nodem Capital, one of the few firms financing the illiquid end of private wealth, where he sees roughly 150 portfolios a year and underwrites about 20. He breaks down why banks won't lend against private equity and venture no matter how large the portfolio, and how to weigh borrowing against a private book versus selling it at a steep secondary discount. If you're holding illiquid assets you can't easily sell, he lays out what separates a facility worth taking from one that quietly turns debt into equity risk. 🔔 Please Subscribe and Hit the Bell: https://www.youtube.com/@NavigatingWealthPodcast?sub_confirmation=1 Discover More From Long Angle 👉 YouTube: https://www.youtube.com/@NavigatingWealthPodcast 👉 Beyond Wealth Newsletter: https://langle.co/bwnews 👉 Research & Studies: https://www.longangle.com/research ━━━━━━━━━━━━━━━━━━━━ Resources & Links 👥 Become a Member: longangle.com/navigatingwealth 📤 Get Episode Release Notifications: https://www.longangle.com/navigating-wealth-podcast ━━━━━━━━━━━━━━━━━━━━ Socials 💼 LinkedIn: https://www.linkedin.com/company/long-angle 🅧 Twitter/X: https://x.com/LongAngleHNW 📸 Instagram: https://www.instagram.com/longanglehnw/ 📘 Facebook: https://www.facebook.com/longanglehnw Long Angle is a private, vetted global community of accomplished entrepreneurs, executives and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities and ambitions. Hosted by the founders of the Long Angle community, Navigating Wealth explores how experienced investors, founders and operators approach the real questions wealth creates, from private markets and capital allocation to business exits and life design.

  ListenShow Notes
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  Navigating Wealth

  Search Funds: Winning the Deal Without the Highest Offer - Max Artz

  Jul 8, 202653 min

  Max Artz leads the search fund strategy at Peterson Partners, where he screens roughly 300 searchers a year to back 10 to 15. He breaks down why this asset class has returned in the mid-30% range for three decades without compressing, and how the best searchers win deals against buyers writing bigger checks. If you're weighing search as an allocation or the operator path yourself, he lays out what separates a sponsor worth backing from one riding the trend. 🔔 Please Subscribe and Hit the Bell: https://www.youtube.com/@NavigatingWealthPodcast?sub_confirmation=1 Discover More From Long Angle 👉 YouTube: https://www.youtube.com/@NavigatingWealthPodcast 👉 Beyond Wealth Newsletter: https://langle.co/bwnews 👉 Research & Studies: https://www.longangle.com/research ━━━━━━━━━━━━━━━━━━━━ Resources & Links 👥 Become a Member: longangle.com/navigatingwealth 📤 Get Episode Release Notifications: https://www.longangle.com/navigating-wealth-podcast ━━━━━━━━━━━━━━━━━━━━ Socials 💼 LinkedIn: https://www.linkedin.com/company/long-angle 🅧 Twitter/X: https://x.com/LongAngleHNW 📸 Instagram: https://www.instagram.com/longanglehnw/ 📘 Facebook: https://www.facebook.com/longanglehnw Long Angle is a private, vetted global community of accomplished entrepreneurs, executives and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities and ambitions. Hosted by the founders of the Long Angle community, Navigating Wealth explores how experienced investors, founders and operators approach the real questions wealth creates, from private markets and capital allocation to business exits and life design.

  ListenShow Notes

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