Navigating Wealth

Today we're thrilled to welcome Andy Louis-Charles, a seasoned operator, "refounder," and self-described franchise maximalist. After serving as the Chief Strategy Officer at Custom Ink and navigating a major liquidity event, Andy shifted his focus from chasing a "satisfying number" to playing an infinite game.

In this episode, Andy breaks down his "Inter-Opus" philosophy—the idea that true fulfillment isn't found before or after a goal, but while you are in the flow of meaningful work. He also demystifies the world of franchising, explaining why it is a superior alternative to traditional employment and a powerful vehicle for white-collar workers to transition into the ownership economy.

Links:

• Apply to Join Long Angle's Community: https://www.longangle.com/apply-now-nw

• Learn More About Daily Body Coach: http://www.dailybodycoach.com/navigatingwealth

Key Topics Covered:

• Andy introduces the "Inter-Opus" philosophy, explaining that true fulfillment is found during the process of meaningful work rather than before or after reaching a milestone.

• The conversation explores why Andy shifted from angel investing to franchising to focus on underwriting execution risk rather than product-market fit.

• Andy defines the "refounder" role as a specialist who identifies plateaued businesses and applies new systems to help them scale to the next level.

• The discussion details why franchising acts as a superior growth and financing model by flipping the traditional employer-employee relationship on its head.

• Andy predicts a massive displacement of white-collar workers and advocates for a transition into an ownership economy through scalable franchise units

Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.

Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.

Today we're thrilled to welcome Chris Hutchins, host of the All the Hacks podcast with over 1 million listeners. Chris is a serial entrepreneur who co-founded companies acquired by Google and Wealthfront, served as a Partner at Google Ventures, and has accumulated over 14 million credit card points while helping people optimize their finances, travel, and health without turning it into a second job.

Key Topics Covered:

• Why two credit cards is the optimal number for most busy professionals
• How AI tools like ChatGPT and Claude can cut through financial noise
• When to splurge on business class and when economy makes more sense
• Teaching kids about money and value when you travel in premium cabins
• Two quick wins: checking for unclaimed money and emailing hotels before arrival
• How to know when optimization is worth your time vs. when to take the 80/20 approach

Links:

• All the Hacks Podcast: https://www.allthehacks.com
• Long Angle Community: https://www.longangle.com/apply-now-nw
• Learn More About Daily Body Coach: http://www.dailybodycoach.com/navigatingwealth

Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.

Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.

#ChrisHutchins #AllTheHacks #CreditCardStrategy #TravelHacks #FinancialOptimization #TravelRewards #ParentingAndWealth #LongAngle #NavigatingWealth

Today we're thrilled to welcome Diamond Innabi, Principal at Software Equity Group. 

Diamond has spent 15 years at the front lines of SaaS M&A, guiding founders through exits from first unsolicited offer to multi-million dollar closes. She shares practical insights on timing your exit, running competitive deal processes, and navigating the complexities of earnouts, rollover equity, and post-acquisition transitions.

Key Topics Covered:
• What investment banking actually means for SaaS founders
• The 4-6 month M&A timeline and when to start preparing
• Why founders hire investment bankers vs. running the process themselves
• Strategic buyers vs. private equity: different motivations and evaluation criteria
• Valuation factors that matter most in today's market
• How to position companies with customer concentration or complex technology
• Earnouts and rollover equity: what makes them acceptable vs. problematic
• Managing employee and leadership transitions post-acquisition
• SEG's 20 Factor Valuation Scorecard framework
• The current M&A market environment and what buyers want right now

Links:
• Learn More About Daily Body Coach: http://www.dailybodycoach.com/navigatingwealth
• Apply to Join Long Angle's Community: https://www.longangle.com/apply-now-nw
• Software Equity Group: https://softwareequity.com

Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.

Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.

Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.

Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.

Today we're thrilled to welcome Ilka Gregory, President and CEO of a seventh-generation single family office that's been managing wealth since 1866. With two decades of experience across Goldman Sachs, Bessemer Trust, Lazard Family Office Partners, and Third Avenue Management, Ilka brings rare insight into what it takes to steward family wealth across multiple generations and navigate the complex decisions that come with substantial assets.

Key Topics Covered:

• What a family office actually is and when you need one

• Managing wealth across seven generations and 80+ family members

• The reality of the "shirtsleeves to shirtsleeves" wealth cycle

• How to prepare the next generation without paralyzing them

• State tax policy impacts on family office location decisions

• Integrating spouses and stepchildren into family governance

• Practical guidance for first-generation wealth creators

• Building trusted advisor relationships and peer networks

Links:

• Connect with Ilka Gregory: https://www.linkedin.com/in/ilka-gregory/

• Learn More About Daily Body Coach: http://www.dailybodycoach.com/navigatingwealth

• Subscribe to our free newsletter: https://www.longangle.com/navigating-wealth-podcast

• Apply to join Long Angle’s Community: https://www.longangle.com/apply-now-nw

Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.

Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.

Today we're thrilled to welcome Eric Wiklendt. Eric is a Managing Director and Partner at Speyside Equity, where he leads middle-market manufacturing investments. With experience as a former manufacturing CEO at Kelix Heat Transfer Systems and leadership roles at Eaton and Hilti, Eric brings an operator's perspective to private equity. He holds a BBA from Notre Dame and an MBA from Wharton, focusing on turning complex manufacturing businesses into high-performing assets.

Key Topics Covered:
• The three exit scenarios every founder should understand (full exit, transition, continuation)
• What to actually expect when selling to private equity vs. a strategic buyer
• How operator-led PE firms differ from traditional investment banking-driven firms
• Why the shift from growth-focused to EBITDA-focused can surprise founders
• Current manufacturing trends: tariffs, reshoring, and workforce challenges
• The impact of AI and automation on manufacturing jobs
• The K-shaped economy and what it means for middle-class manufacturing jobs

Links:
• Learn More About Daily Body Coach: http://www.dailybodycoach.com/navigatingwealth
• Speyside Equity: https://www.spacesideequity.com
• Eric Wiklendt on LinkedIn: https://www.linkedin.com/in/ericwiklendt
• Long Angle Community: https://www.longangle.com/apply-now-nw

Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.

Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.

Today we're thrilled to welcome Eric Green, M.D., Ph.D., CEO and Co-Founder of Trace Neuroscience. Eric is a physician-scientist and entrepreneur who has spent over a decade building genetics-focused biotech companies, including MyoKardia and Maze Therapeutics. At Trace, he's developing the first targeted genomic medicine for ALS in nearly a century, using human genetic insights to restore a critical protein that enables nerve-muscle communication.

Key Topics Covered:

• How sequencing thousands of human genomes reveals which genes matter for disease

• Why people with ALS lose the same protein that makes worms uncoordinated

• How genetic medicines work at the molecular level to target specific RNA

• The role of contract manufacturers in enabling biotech innovation

• Designing clinical trials for severe diseases where patients only get one chance

• Lessons from COVID-19 on balancing speed and safety in drug development

• The economics of drug pricing and why generics matter for long-term affordability

Links:

• Trace Neuroscience: https://traceneuro.com

• Learn More About Daily Body Coach: http://www.dailybodycoach.com/navigatingwealth

• Apply to join Long Angle's Community: https://www.longangle.com/apply-now-nw

Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.

Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.

Today we're thrilled to welcome Jason Passwaters, co-founder and CEO of Intel 471, a leading cyber threat intelligence company. Jason is a 12-year U.S. Marine Corps veteran who specialized in counterintelligence and interrogation before transitioning to the private sector. He worked as an FBI contractor tracking cyber criminals through network forensics, then co-founded Intel 471 in 2014, growing it to $20 million in ARR without outside funding before partnering with private equity firm Thoma Bravo. Today, Intel 471 employs 250+ people globally and provides threat intelligence to Fortune-level enterprises and governments.

Key Topics Covered:

• Practical cybersecurity steps for individuals with $10-20M+ in assets

• Why most financially motivated cybercrime is opportunistic, not targeted

• How modern ransomware operations function like professional SaaS companies

• The professionalization of cybercrime with affiliate programs and customer support

• Real stories of tracking cyber criminal crews in Russia and Eastern Europe

• How corruption undermines international law enforcement efforts

• What Intel 471 does: exposure monitoring, threat intelligence, and threat hunting

• Why AI is Jason's biggest concern—lowering barriers for attacks at scale

• The journey from Marine Corps interrogator to bootstrapped cyber CEO

Links:

• Jason Passwaters on LinkedIn: https://www.linkedin.com/in/jspasswaters/

• Intel 471: https://intel471.com

• Long Angle Community: https://www.longangle.com/apply-now-nw

Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.

Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.

We're thrilled to welcome Jason Peterson, Founder, Chairman & CEO of GoDigital Media Group. Jason started his career producing a Sundance film at 19, went to law school, and founded his company while still a student. 

Today, GoDigital manages several hundred thousand music copyrights globally, working with artists like Janet Jackson, Jason Derulo, and Daddy Yankee. Jason shares how he navigates wealth and relationships, why music is a compelling non-correlated asset class, and his perspective on AI's impact on the entertainment industry.

Key Topics Covered:
• How wealth changes friendships and family relationships—and strategies for maintaining authentic connections
• Building GoDigital from coffee meetings during law school to managing hundreds of thousands of copyrights
• Why music is a non-correlated asset class with 7-15% yields and appreciation potential
• The economics of streaming royalties and catalog acquisitions
• Why Latin American and African music represent major growth opportunities
• AI-generated content and the "post-truth era" in media
• Overcoming imposter syndrome at the highest levels of business

Links:
• GoDigital Media Group: https://godigitalmg.com
• Long Angle Community: https://www.longangle.com/apply-now-nw

#wealth #entrepreneurship #musicindustry #investing #podcast

Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.

Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.

Today we're thrilled to welcome Marc Boreham. He is the President and CEO of Technical Safety Services, a leading private equity-backed laboratory services company. Prior to joining TSS, Marc spent two decades at Agilent Technologies, including leading its billion-dollar field services organization before his 40th birthday. Marc shares his surprising insights on why PE firms can actually offer better work-life balance than Fortune 500 companies, how he thinks about investment risk after achieving financial independence, and the stark differences between decision-making in large corporations versus smaller PE-backed firms.

Key Topics Covered:

• How to allocate investments after reaching financial independence—balancing safe "don't break glass" portfolios with high-risk alternative investments

• Why PE-backed companies can offer better work-life balance than public Fortune 500 firms

• The meeting paradox: why big companies can't get out of their own way and how diffused responsibility creates decision paralysis

• Marc's transition from running a $1B+ division at Agilent to becoming a PE-backed CEO

• The tradeoff between decision-making speed and execution power at different company scales

• How to maintain agility while scaling: doing what made big companies big without the bureaucracy

• Risk tolerance in business: moving from zero-risk mentality to calculated decision-making

• The reality of PE value creation vs. financial engineering

• Why competitive edge and curiosity drive continued risk-taking even after financial success

Links:

• Marc Boreham on LinkedIn: https://www.linkedin.com/in/boreham

• Technical Safety Services: https://www.techsafety.com

• Join Long Angle: https://longangle.com

Chapters: 

00:00 - Intro 

01:00 - Welcome to Navigating Wealth: Marc Boreham 

01:30 - Investment Risk After Financial Independence

04:45 - Bond Allocation Debate

10:17 - Why Marc Left Agilent for Private Equity

17:58 - Private Equity vs. Fortune 500 Work Culture

25:05 - The Economics of PE-Backed Companies

29:39 - Decision-Making Speed vs. Execution Power

42:01 - ​​Why Big Companies Can't Kill Their Meetings

46:46 - Risk Tolerance and Organizational Paralysis

47:59 - Connecting with Marc and Closing thoughts

Long Angle is a private, vetted global community of accomplished entrepreneurs, executives, and professionals who have reached meaningful financial milestones and want to navigate wealth with peers who understand their challenges, opportunities, responsibilities, and ambitions.

Hosted by the founders of the Long Angle community, Navigating Wealth is a podcast for founders, executives, and investor operators who have built significant wealth. Each episode features a guest with an unusual career journey and deep expertise across some aspect of the economy, investing, family, health, or lifestyle.

Today we're thrilled to welcome Jonathan Eirich, co-CEO of Rideback and co-founder of Spurry, an AI-powered animation company. Jonathan has produced billion-dollar blockbusters including Disney's live-action Aladdin, the Lego franchise, and Netflix's Avatar: The Last Airbender. 

He provides rare insider perspective on Hollywood's business model, why studios keep making sequels, the real economics of producing blockbusters, and whether AI will genuinely transform filmmaking.

Key Topics Covered:

• The Warner Brothers bidding war and what consolidation really means for Hollywood
• Why studio executives are risk-averse and keep greenlighting sequels over original stories
• The business model behind billion-dollar movies like Aladdin and Lilo & Stitch
• How streaming changed Hollywood's economics (but not in the way most people think)
• AI's actual impact on filmmaking vs. the hype—insights from building an AI animation company
• The career path into Hollywood and whether the traditional ladder still works
• Future of the film industry and where the next opportunities are emerging

Links:
• Rideback: https://rideback.com
• Long Angle Community: https://www.longangle.com/apply-now-nw

#Hollywood #FilmIndustry #MovieBusiness #AIinFilm #Streaming #Netflix #Disney #WarnerBrothers #ContentCreation #FilmProduction #EntertainmentBusiness #BlockbusterMovies #Entrepreneurship #BusinessPodcast #InvestorPodcast #WealthManagement #NavigatingWealth #LongAngle