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BiggerPockets Money

BiggerPockets Money

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

Oct 23, 2026 · 1h 5m

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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/franzyGet 50% Off Your First Year of Monarch by…