What financial products do millionaires actually use, and which ones do they wish they’d avoided? Tad Fallows from Long Angle shares insights from a survey of high-net-worth households, revealing the credit cards, brokerages, mortgages, and insurance policies wealthy people recommend.
If you’re building wealth or looking to make smarter financial decisions, these findings offer a useful look at what works for households with millions to manage.
To go beyond the podcast:
- Interested in a Flat Fee Financial Planner? Go to https://biggerpocketsmoney.com/fipro/
- Interested in Learning More About Buying a Franchise? Check out: biggerpocketsmoney.com/franzy
- Get 50% Off Your First Year of Monarch by using code ‘Pockets’: https://www.monarch.com/pockets
Connect with Tad Fallows!
- Long Angle Website: https://www.longangle.com/
- LinkedIn: https://www.linkedin.com/in/fallows/
- Asset Allocation 2026 Report: https://www.longangle.com/research/high-net-worth-asset-allocation
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