BiggerPockets Money
BiggerPockets Money
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The Banks, Credit Cards, and Insurance the Top 1% Recommend
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/franzyGet 50% Off Your First Year of Monarch by using code ‘Pockets’: https://www.monarch.com/pocketsConnect 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-allocationWe believe financial independence is attainable for anyone no matter when or where you’re starting. Let’s get your financial house in order! See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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