#87: Tad Fallows, co-Founder of Long Angle, joins Chris to discuss the misconceptions of how high net worth investors spend and manage their money, whether they hire wealth managers and tax accountants, and how they might invest differently than conventional financial advice. They also do a deep dive on alternative assets and share their favorite house-buying hacks.
Tad Fallows (@LongAngleHNW) is co-founder of Long Angle, a private online community of highly successful young entrepreneurs and executives. He also cofounded iLab Solutions LLC, a global leader in cloud-based laboratory management software, which Agilent Technologies acquired in 2016.
Full show notes at: https://allthehacks.com/long-angle-tad-fallows

Partner Deals 
Rocket Money: Easily cancel your unused subscriptions
Fabric: Affordable term life insurance for you and your family
Masterworks: Up to $200 in free shares + VIP access to skip the waitlist
For all the deals, discounts and promo codes from our partners, go to: allthehacks.com/deals

Resources Mentioned
Connect with Tad Fallows: Twitter | LinkedIn | Email
Long Angle Website
2022 Portfolio Allocation Benchmarking Study
fatFIRE subreddit
 
Full Show Notes
(00:00) Introduction to Tad Fallows
(01:49) Dispelling High-Net-Worth Money Myths
(03:01) Origins of Long Angle: A Global Investor Community
(05:21) Insights Gained from Conversations with Long Angle Members
(08:46) Current and Future Offerings of the Long Angle Group
(11:03) Selecting Wealth Managers and Tax Accountants
(15:50) Significance of Benchmarking Surveys
(18:37) Homeownership Trends Among Long Angle Members
(20:45) Benefits of Renting as a Viable Option
(22:39) Economic Environment's Role in Investment Decisions
(27:24) Strategic House Buying: Long-Time Listings and Rebates
(35:39) Unique Cash Allocation and Rich Investor Strategies
(41:29) Equities Investment Approaches in Long Angle Communities
(44:34) Characteristics of Alternative Investments
(46:16) Liquidity Dynamics in Alternative Investments
(50:25) Diverse Classes of Alternative Investments
(63:13) Evaluating and Accessing Alternative Investments
(1:08:08) Criteria for Selecting an Investment Platform
(1:16:53) Exploring Further into Long Angle Community
 
Connect with All the Hacks
All the Hacks: Newsletter | Website | Membership | Email
Chris Hutchins: Twitter | Instagram | Website | LinkedIn

Editor’s Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post.
Learn more about your ad choices. Visit megaphone.fm/adchoices

How High Net Worth Individuals Invest and a Deep Dive on Alternative Assets

Learn all the hacks to upgrade your life, money and travel – all while spending less and saving more. Host Chris Hutchins is a life hacker who has saved millions by breaking down every aspect of life, looking to maximize happiness at the lowest cost. Chris and guests like Tim Ferriss, Tony Hawk, Codie Sanchez and Gary Vaynerchuk will help you learn the strategies and tactics they used to shape their success.

Society & Culture

Personal Journals

History

Philosophy

Places & Travel

Education

Training

Language Courses

Higher Education

K-12

Educational Technology

Business

Investing

Careers

Management & Marketing

Business News

Shopping

Self-Improvement

#168: Former portfolio manager Chris Doyle joins to discuss strategic ways to build and manage your investment portfolio. They do a deep dive on diversification, tax-award allocation, capacity and tolerance for risk, tax-loss harvesting, rebalancing and more.
Chris Doyle is a Research Scientist at the Stanford Autonomous Agents Lab. He co-founded the technology startup Grove to make financial services accessible and affordable for everyone. Before that, he was an investor at a macro hedge fund and had a trading career at Barclays Capital.
Link to Full Show Notes: https://allthehacks.com/investment-portfolios-chris-doyle

Partner Deals
Vuori: 20% off the most comfortable performance apparel I've ever worn
Storyworth: Capture your Mom's stories and memories in a custom book ($10 off)
Fabric: Affordable term life insurance for you and your family
MasterClass: Learn from the world's best with 15% off
Daffy: Free $25 to give to the charity of your choice
For all our deals, discounts and promo codes from our partners, go to: allthehacks.com/deals

Resources Mentioned
Chris Doyle: LinkedIn | Website
Wealthfront (Get $5k managed free and get a 0.5% APY boost)
Triumph of the Optimists: 101 Years of Global Investment Returns
Articles

Mutual Funds That Consistently Beat the Market? Not One of 2,132. (Published 2022)

Lump-sum investing versus cost averaging: Which is better?

All the Hacks Episodes

#19: Becoming a Better Investor with Andy Rachleff


#59: Save Money, Build Wealth and Just Keep Buying with Nick Maggiulli



Full Show Notes
(00:00) Introduction
(02:14) Important Factors to Consider Before Building a Financial Portfolio
(05:54) One of the Major Mistakes Made by Retail Investors
(07:50) How to Think About Financial Risk
(08:33) Importance of Asset Class Diversification
(13:47) How to Determine Which Asset Classes to Include
(20:19) Why People Add Emerging Markets to Their Portfolio
(21:15) The Argument for International Stocks
(22:18) The Case For or Against Real Estate
(23:41) Trading Commodity Futures
(28:18) Investing in Crypto
(30:52) Non-Traditional Investments
(37:04) Bonds and Fixed Income Allocation
(43:30) Cash Interest Rate vs. Long-Term Bond Interest Rate
(46:11) How to Think About Investing
(50:34) Ways to Migrate from One Portfolio to Another
(54:06) The Role of Tax Rates
(1:01:31) Rebalancing Portfolios
(1:03:04) Tax Loss Harvesting
(1:09:39) Direct Indexing
(1:12:37) How Often Should You Change Your Portfolio?
(1:14:50) Uninvested Cash
(1:17:22) How to Pick the Right Perfect Portfolio
(1:20:22) Financial Advisors: Humans vs. Software

Connect with All the Hacks
All the Hacks: Newsletter | Website | Membership | Email
Chris Hutchins: Twitter | Instagram | Website | LinkedIn

Editor’s Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Building an Investment Portfolio to Grow and Protect Your Wealth with Chris Doyle

#167: Points and miles experts Greg Davis-Kean and Chris discuss how you can optimize hotel award search tool features to save money and get the best deal for your next hotel booking. They also offer tips to get perks like complimentary breakfast, room upgrades, resort credits, early check-in, late checkout, and more.
Greg Davis-Kean is the founder of Frequent Miler, a blog dedicated to helping people maximize their travel rewards and loyalty programs, mostly without flying. He is also the host of the Frequent Miler on the Air podcast.
Link to Full Show Notes: https://allthehacks.com/greg-frequent-miler-hotel-award-tools/

Partner Deals
Copilot: Free 2 months access to my favorite personal finance app with code HACKS2
Long Angle: Join a free private community for high net worth investors
For all the deals, discounts and promo codes from our partners, go to: allthehacks.com/deals

Resources Mentioned
Greg Davis-Kean: Frequent Miler | Frequent Miler on the Air | Twitter
Hotel Award Search Tools


Awayz ($10 for All the Hacks listeners and 50% off for All the Hacks members)


AwardTool ($20 off annual plans with code ALLTHEHACKS)

Rooms.Aero

MaxMyPoint

StayWithPoints

PointsYeah Hotels

Hotel Perks and Upgrade Programs

All the Hacks Hotel Upgrade Program

American Express Fine Hotels + Resorts®

Luxury Hotel & Resort Collection

Capital One Premier Collection Hotels & Resorts

Hotels

California: Alila Ventana Big Sur | Miraval Resorts and Spas


Napa, California: Alila Napa Valley | The Westin Verasa Napa


Bay Harbor, Michigan: Inn at Bay Harbor


Queenstown, New Zealand: Eichardt's Private Hotel


Bora Bora: St. Regis Bora Bora Resort | Conrad Bora Bora Nui


All the Hacks Episodes

#166: Best Tools for Booking Flights with Points & Miles with Greg the Frequent Miler


#49: Bora Bora (Almost) for Free with Miles and Points



Full Show Notes
(02:09) Things to Consider Before Booking Hotels
(03:05) Awayz Features
(06:55) Review of Rooms.Aero
(09:16) Tools for Full Year Award Availability
(12:51) How to Optimize Different Features on Hotel Award Tools
(16:39) AwardTool's Hotel Tool
(19:40) Use Case for a Stay at the Inn at Bay Harbor
(22:52) Planning Trips Around Hotel Award Availability vs. Flight Award Availability
(28:19) How to Get Perks in the Luxury Travel World
(32:03) New Hotel Tool from PointsYeah

Connect with All the Hacks
All the Hacks: Newsletter | Website | Membership | Email
Chris Hutchins: Twitter | Instagram | Website | LinkedIn

Editor’s Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Best Tools for Booking Hotels with Points & Miles with Greg the Frequent Miler

#166: Award search pros Greg Davis-Kean and Chris share insider tips to save hundreds (or thousands) of dollars when utilizing points and miles to book flights. They showcase practical use cases to help evaluate the pros and cons of the best award flight tools out there, both free and paid versions. They also discuss the best tools for flight trip monitoring and seat alerts.
Greg Davis-Kean is the founder of Frequent Miler, a blog dedicated to helping people maximize their travel rewards and loyalty programs, mostly without flying. He is also the host of the Frequent Miler on the Air podcast.
Link to Full Show Notes: https://allthehacks.com/greg-frequent-miler-flight-award-tools

Partner Deals
Superhuman: Free month of the fastest and best email with code ALLTHEHACKS
Bilt Rewards: Earn the most valuable points when you pay rent
NetSuite: Get a one-of-a-kind flexible financing program
Gelt: Skip the waitlist on personalized tax guidance to maximize your wealth
DeleteMe: 20% off removing you and your family's personal info from the web
For all the deals, discounts and promo codes from our partners, go to: allthehacks.com/deals

Resources Mentioned
Greg Davis-Kean: Frequent Miler | Frequent Miler on the Air | Twitter
Flight Award Search Tools

PointsYeah


AwardTool ($20 off annual plans with code ALLTHEHACKS)


point.me (20% off annual plans with code ALLTHEHACKS20)

Roame.travel

Seats.Aero


Points Path Chrome Extension

SeatSpy

AwardLogic

PointHound

Reward Flight Finder


ExpertFlyer (Free Seat Alerts)

Other Travel Tools


FlightConnections (Find direct flights)

Flighty

TripIt

Google Flights

Frequent Miler Blog Post: Which award search tool is best?
Award Search Tools Comparison Spreadsheet
All the Hacks Episode #167: Best Tools for Booking Hotels with Points & Miles with Greg the Frequent Miler

Full Show Notes
(00:00) Introduction
(02:30) Overall Episode Topic Breakdown
(06:41) Important Info to Know Before Using Award Flight Search Tools
(09:27) Essential Award Flight Search Tool Features
(12:34) Why You Should Always Set Flight Alerts
(14:59) The Best Award Search Tools (April 2024)
(20:43) How to Find Which Airlines Fly Direct
(22:45) Paid Features on PointsYeah & AwardTool
(23:33) Review of point.me
(32:48) The Impact of Award Flight Search Tools
(39:11) Roame Travel
(40:09) Flight Discovery for the Best Deals
(44:39) Seats.Areo Review
(53:46) How to get Free Access to point.me
(55:29) More Flight Tools
(59:23) ExpertFlyer for Seat Alerts
(1:00:34) Tools for Trip Monitoring

Connect with All the Hacks
All the Hacks: Newsletter | Website | Membership | Email
Chris Hutchins: Twitter | Instagram | Website | LinkedIn

Editor’s Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Best Tools for Booking Flights with Points & Miles with Greg the Frequent Miler

#165: Bryan Johnson shares takeaways from his $2M longevity project, Blueprint. He and Chris discuss ways to utilize the power of sleep, food, supplements, and fitness to help reverse the aging process and achieve optimal health. They also discuss zeroth principle thinking and the future of medical interventions.
Bryan Johnson is an entrepreneur, venture capitalist, writer and author. He’s currently the Founder/CEO Blueprint, Kernel and OS Fund. In 2013, he sold his company Braintree Venmo to PayPal for $800 million.
Link to Full Show Notes: https://allthehacks.com/bryan-johnson-blueprint-longevity

Partner Deals
1Password: Free 14-day trial of my favorite password manager and secure digital wallet
Mint Mobile: $15/mo for unlimited wireless on the nation's largest 5G network
Notion: Try Notion AI free to automate tedious tasks and streamline your work
AG1: Free 1 year supply of Vitamin D and 5 free travel packs
Vuori: 20% off the most comfortable performance apparel I've ever worn
For all the deals, discounts and promo codes from our partners, go to: allthehacks.com/deals

Resources Mentioned
Bryan Johnson: Website | YouTube | Twitter | Instagram | Newsletter
Blueprint Protocol
Blueprint Extra Virgin Olive Oil
Oura Ring
DunedinPACE Algorithm: TruAge PACE
All the Hacks email for questions, hacks, deals, feedback: podcast@allthehacks.com

Full Show Notes 
(02:50) Why ‘Don't Die’?
(05:38) Zeroth Principle Thinking
(09:16) Structuring Life Around 'Don't Die’
(13:30) Examples of Popular Zeroth Principle Discoveries
(16:24) How Bryan Is Utilizing Super Intelligence
(21:56) Bryan's Biggest Takeaway From Blueprint
(25:25) Surprises That Came Out of Blueprint
(26:02) Biological Age Vs. Chronological Age
(28:34) Why Sleep Is the Most Important Factor in Life
(30:40) The Role of Food in Longevity
(33:28) Foods Worth The Nutritional & Caloric Value
(34:53) The Power of Premium Extra Virgin Olive Oil
(41:10) Supplements in The Blueprint Protocol
(42:51) Types of Biomarker Measurements
(44:33) The Importance of Fitness & Types of Exercise
(47:07) Everyday Actions to Increase Longevity
(49:43) Does Bryan Ever Get Sick?
(50:30) The Future of Medical Interventions

Connect with All the Hacks
All the Hacks: Newsletter | Website | Membership | Email
Chris Hutchins: Twitter | Instagram | Website | LinkedIn

Editor’s Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post.
Learn more about your ad choices. Visit megaphone.fm/adchoices

Reverse Aging and Live Longer with Bryan Johnson

#164: Chris shares a unique way to earn points: using your credit card to pay taxes. He outlines the various options available to help you evaluate whether it’s worth paying taxes on your credit card. Chris also shares the latest news in the world of points and miles, including transfer partners and bonuses, recent devaluations, card-linked offers, and more.
Link to Full Show Notes: https://allthehacks.com/paying-taxes-on-credit-cards

Partner Deals
MasterClass: Learn from the world's best with 15% off
Gelt: Skip the waitlist on personalized tax guidance to maximize your wealth
DeleteMe: 20% off removing your personal info from the web
Facet: Personalized Financial Planning + $250 enrollment fee waived
Fabric: Affordable term life insurance for you and your family
For all the deals, discounts and promo codes from our partners, go to: allthehacks.com/deals

Resources Mentioned
IRS Authorized Payment Providers:


payUSAtax (1.82%)


Pay1040 (1.87%)


ACI Payments (1.98%)

All the Hacks Cards Page
3% Cards:

PayPal Cashback Mastercard

Discover it® Miles

Chase Freedom Unlimited®

New Robinhood 3% Card

Cards with Big Welcome Offers:

Hilton Honors American Express Aspire Card

Marriott Bonvoy Boundless® Credit Card

The Platinum Card® from American Express

Delta SkyMiles® Platinum American Express Card

Capital One Venture X Business

Ink Business Preferred® Credit Card

2% or 2x Cards:

Citi® Double Cash Card

The Blue Business® Plus Credit Card from American Express

Capital One Venture Rewards Credit Card

Capital One Venture X Business

Capital One Venture X Rewards Credit Card

Capital One Spark Cash Plus


Bilt Rewards Card (2x on Rent Day)

Wells Fargo Cards:

Wells Fargo Active Cash Visa ® Card

Wells Fargo Autograph℠ Card

Wells Fargo Autograph Journey℠ Visa® Card

Bilt Rewards:

Bilt Rewards Card

Free point.me access

Free Awayz access

Bilt Rewards adds Alaska Airlines and end American

point.me:

Free access with Amex Membership Rewards®


Get your first month + free explore by point.me tool for $1 OR $5 with code HACKS at allthehacks.com/pointme


CardPointers: 30% off the app that helps you earn more cash back, points, and miles
5% Cash Back in Q2 2024 for Amazon.com, Dining & Select Hotel Bookings: Chase Freedom Flex℠ (Register at chasebonus.com)
The Frequent Miler Podcast: American Airlines vs. Alaska Miles – Which are Better?
How To Use Wyndham Points To Book a Vacasa
Chase Card-Linked Offers:


Oura Ring: $20 Off

Amazon Fresh: 5% Cash Back

10% Off: TurboTax® | DoorDash | The Home Depot | Southwest Airlines

Amex Card-Linked Offers:


Zeel In-Home Massages: $25 off $75 + $20 Off


IHG Hotels & Resorts: $50 off $250

Paramount Plus: Free 3 Months


Trust & Will: $55 off $150 + 15% Off Estate Plans for All the Hacks Listeners / 50% Off for All the Hacks Members



Vuori: $25 Off $125 + 20% Off for All the Hacks Listeners



Full Show Notes
(01:53) Can You Pay Taxes on a Credit Card?
(03:56) Making 3% Profit
(06:58) Meeting Minimum Spend on Big Welcome Bonus
(11:07) Buying Cheap Points with Cards
(15:56) Earning Status
(28:54) Bilt Rewards Adds Alaska Airlines & Loses American AAdvantage
(31:06) News from Wells Fargo
(37:27) Current Transfer Bonuses (March 2023)
(39:42) News Around Devaluations
(47:01) point.me for Amex Membership Rewards® Points
(47:36) Chase Freedom Q2 Bonus Categories
(48:04) Current Card-Linked Offers

Connect with All the Hacks
All the Hacks: Newsletter | Website | Membership | Email
Chris Hutchins: Twitter | Instagram | Website | LinkedIn

Editor’s Note: The content on this page is accurate as of the posting date; however, some of our partner offers may have expired. Opinions expressed here are the author's alone, not those of any bank, credit card issuer, hotel, airline, or other entity. This content has not been reviewed, approved or otherwise endorsed by any of the entities included within the post.
Learn more about your ad choices. Visit megaphone.fm/adchoices

How High Net Worth Individuals Invest and a Deep Dive on Alternative Assets

Download our free app to listen on your phone