The Banks, Credit Cards, and Insurance the Top 1% Recommend

About this episode

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 We 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 Privac