#123 - How the Rich Really Invest: From Startup Exit to Smart Wealth with Tad Fallows

Send us Fan MailWhat really happens after a big startup exit, and how do the ultra-wealthy actually decide where to put their money? In this episode, Steven chats with Tad Fallows, Managing Director of Long Angle, as he shares what he learned after selling his bootstrapped SaaS company and suddenly facing the question: “What do I do with all this capital?” Tad opens up about the challenges of wealth management, what most people get wrong about investing, and why he built Long Angle, a private community for first-generation wealth creators and execs looking for honest, no-sales conversations about money, legacy, and smart decision-making. We talk about how managing $100K is surprisingly similar to managing $10M, and what shifts (and what doesn’t) when wealth comes into play. If you're thinking long-term, personally or financially, this one’s worth a listen.Tad Fallows is the Managing Director of Long Angle, a private community for high-net-worth individuals, including founders, executives, and first-generation wealth creators. After graduating from Harvard and starting his career at McKinsey, Tad went on to co-found and bootstrap iLab Solutions, a SaaS company he scaled to over 75 employees before selling it in 2016. Following his exit, he launched Long Angle to help others like himself navigate wealth management and long-term investing through trusted, peer-driven insights. Today, he leads a growing network of over 6,000 members focused on smart capital allocation, private market access, and building meaningful legacies.Connect with Tad:Website: https://www.longangle.com/LinkedIn: https://www.linkedin.com/in/fallows/Episode highlights:(0:00) Intro(1:00) Meet Tad Fallows and his journey from Harvard to startup exit(5:30) How Long Angle started: friends helping friends(11:23) Different paths to wealth and why the community grew fast(24:28) How Long Angle gets access to top-tier private investments(29:32) Who’s allowed in and what makes the community work(41:40) How members actually allocate their portfolios(48:22) Mindset differences between earned vs inherited wealth(53:05) Why your goals matter more than your portfolio strategy(55:06) Where to find the free reports and research Tad mentioned(56:36) Outro—Share this with your tech friends who you think would benefit from learning about passive income and alternative real estate investments. For more resources and guides, check these out:Crack the Code https://www.aritacapital.com/crack-the-code/Investor 101 https://www.aritacapital.com/investor-101-resource/Due Diligence Resource https://www.aritacapital.com/dd-checklist-resource/If you want to learn more, reach out at:Email: [email protected]:  https://www.linkedin.com/in/aritasteven/IG:  https://www.instagram.com/the.real.arita