Forget 401Ks, How the Top 1% Is Building Wealth Today | Dan Pascone with Joseph Argiro | Podcast #16

Relying only on 401(k)s and public markets is an outdated wealth-building playbook for many high-earning professionals. In this episode, Dan and Iron Key Capital CEO Joseph unpack how top tech professionals are increasingly using private markets, angel investing, and investment clubs to build ownership, diversify beyond stocks and bonds, and ultimately gain more control over their financial future. Joseph explains why the traditional syndicate / SPV model is often inefficient and undiversified, how an investment club structure can be a more capital-efficient way to build a real track record, and why AI is changing the power dynamics between founders and traditional 2&20 VC funds.

• The old “job + 401(k) + retire at 65” script is breaking down. Joseph’s work is built around helping experienced professionals adopt an ownership mindset in a world where job stability is shrinking and careers are less linear.
• Iron Key Capital runs an investment club & venture ecosystem. They focus on educating and coordinating top tech professionals (especially from FAANG, Web3, and AI) who are founder-curious or want to move into venture and angel investing.
• Ideal members want decision control, not just passive exposure. The people they serve best are active, thesis-driven investors who want to think deeply about sectors (like Web3 + AI), refine their own views, and invest alongside other smart operators.
• Traditional syndicates & SPVs are costly and concentrated. Writing a $10K check into a single startup via a syndicate often means high admin fees, no diversification, and a >90% chance of never seeing that capital again.
• Their club focuses on diversification and capital efficiency. Instead of doing one SPV per deal, the club structure lets members access a diversified portfolio of high-quality seed-stage startups while dramatically reducing operational and admin costs.
• Joseph teaches the actual skill set of angel investing. Through self-paced training and a 12-week “Angel in Residence” program, members work real deal flow from sourcing through diligence to decision, building real-world experience and a track record.
• AI is reshaping venture economics. Because AI lets companies scale more efficiently, many no longer need giant late-stage rounds, reducing the leverage of traditional 2&20 VCs and shifting power back toward founders and smaller, more agile capital.
• Fund 1 doesn’t have to be a traditional VC fund. Joseph argues many emerging managers should treat their first “fund” as an investment club to prioritize network and track record over carried interest, then use that to launch funds 2, 3, 4, and beyond.
• Everything centers on three investor tradeoffs. Across their companies and tools, Iron Key is trying to improve the balance of liquidity, optionality, and diversification for investors in private markets.

• 00:02 – Intro & sponsor. Tailored Wealth is introduced as helping business leaders live their version of a rich life.
• 00:29 – Dan sets the frame. Episode 16 kicks off with the mission: cut through financial noise and turn strategy into action.
• 00:50 – Meet Joseph. Dan introduces Joseph as CEO of Iron Key Capital, focused on democratizing access to private markets via an investment club model.
• 01:26 – Joseph’s background. Engineering + finance, Wall Street, big tech (HPE), and UBS wealth management all lead him toward building Iron Key.
• 02:26 – Why Iron Key exists. Joseph explains their mission: help experienced professionals adopt an ownership mindset in an era where job stability is gone and careers aren’t linear.
• 03:32 – Who they serve. Tech pros at FAANG / Web3 companies who either want to become emerging managers or transition their careers into venture.
• 04:56 – Ideal member profile. Active, thesis-driven investors who want decision control over their capital and enjoy being in a collaborative “wisdom of the crowd” environment.
• 06:34 – Education & the Angel in Residence program. Self-paced Private Markets 101 plus a 12-week, cohort-based experience working real deals from sourcing through diligence.
• 07:50 – The problem with traditional syndicates. Joseph breaks down why $10K checks into single SPVs are capital-inefficient and dangerously undiversified.
• 09:40 – Iron Key’s structural edge. How their investment club structure cuts admin costs and delivers diversified exposure to high-quality seed-stage startups.
• 11:39 – Where the industry is going. AI-enabled companies don’t need massive later-stage rounds, weakening traditional VC advantages and empowering founders.
• 12:21 – Venture studio & “new age VC.” Iron Key is effectively a venture studio of one, building software for their investors and themselves and operating as a network of synergistic companies.
• 13:17 – Singles & doubles vs. just unicorns. Why they focus more on revenue, flexibility, and “good outcomes” than exclusively chasing 100x returns.
• 13:40 – R&D on the 2&20 model. Joseph describes why they see fund one as better suited to an investment club than a traditional 2&20 fund structure.
• 14:38 – Revenue model & go-to-market. Relationship-based today, with the next phase focused on events and in-person connection as a differentiator in an AI-saturated world.
• 16:18 – The big three: liquidity, optionality, diversification. These are the core axes Joseph tries to improve for private-market investors.
• 17:27 – Lightning round. Coffee over tea, dogs over cats, AirPods as an extension of his body, favorite book Platform Revolution, and the belief that SaaS bloat is unnecessary in 2025.
• 20:49 – Advice to his younger self. Don’t try to do too much at once; focus on doing one thing well so it unlocks the next opportunity.
• 21:35 – How to connect with Joseph. Iron Key’s site, X (Twitter), LinkedIn, and YouTube clips.

In this episode of Making Sense of Your Money, host Dan sits down with Joseph, CEO of Iron Key Capital, to explore how top professionals are using private markets and angel investing to build wealth beyond the traditional 401(k)-centric approach. Joseph’s background spans engineering, Wall Street, big tech, and wealth management, but he identifies first as a builder, and Iron Key is his response to a world where job stability and linear careers are fading fast.

Iron Key Capital operates as an investment club and venture ecosystem for experienced tech professionals, particularly those at FAANG and in Web3/AI who are founder-curious or want to move into venture. Instead of asking people to blindly write checks into opaque funds, Iron Key educates members on private markets basics, then puts them to work on real deals through a 12-week “Angel in Residence” program. Participants learn to source, diligence, and evaluate startups, building the actual skill set and track record needed to enter VC or become emerging managers.

Joseph walks through why the traditional syndicate/SPV model is often a poor fit for the average angel investor: $10K minimum checks into one company, high admin costs, and a very high probability of never seeing the money again. Iron Key’s model is designed to be more capital-efficient and diversified, giving members exposure to a portfolio of high-quality seed-stage startups rather than single-name bets, while reducing structural costs that eat into returns.

The conversation then turns to how AI is rewriting venture capital’s rules. With AI tools enabling leaner teams and faster scale, many startups no longer need huge late-stage rounds, undercutting the leverage of traditional 2&20 VC funds. Joseph argues that the first “fund” for many emerging managers should actually be an investment club, where the priority is building network and track record, not maximizing carried interest. From there, they can graduate to funds 2, 3, 4, and beyond.

Throughout the episode, Joseph comes back to a core design problem, how to give investors better tradeoffs across liquidity, optionality, and diversification in private markets. Iron Key’s current investment club solves diversification; their venture studio and software work is aimed at tackling liquidity and optionality next. The message to listeners is clear: if you’re a high-earning professional who wants more control over your wealth and career, private markets and co-investing ecosystems like this may be worth serious consideration, so long as you approach them with education, discipline, and a long-term view.

Announcer: Brought to you by Tailored Wealth, helping business leaders live their version of a rich life.

Dan: Welcome to another edition of the Making Sense of Your Money podcast, where we cut through the financial noise and help business leaders to make smart, confident money decisions. Welcome to episode number 16 of the Making Sense of Your Money podcast.

Dan: I am your host Dan. I am the founder of Tailored Wealth. And as you know, each episode features a trusted voice in the financial world, someone who works directly with high-level professionals to simplify the complex and turn strategy into action.

Dan: And today I'm really excited to have a guest, Joseph. Joseph is the CEO of Iron Key Capital. And I'm really excited to hear about what Joseph and his team are doing. They run an investment club and really specialize in giving investors access to the private markets, which is something that I am very passionate about. Joseph, thanks so much for joining the Making Sense of Your Money podcast and I'm pumped to have you today, man.

Joseph: Amazing. Thanks, Dan, for having me on. Yeah, I'm excited to share, you know, how we can, you know, democratize access to private markets and level the playing field a little bit. So, I'm excited to dive in.

Dan: Yeah, that's a super cool concept. I'm excited to hear about that as well.

Dan: So, I know that our audience is going to want to hear a lot about the stuff that you're doing, but if you don't mind, just start off by giving us like a 90-second overview of who you are and what you do.

Joseph: Sure. Yeah. So, I have an engineering and finance background. I've worked on Wall Street and in big tech. I would say I'm a founder at heart, more of a founder than an investor.

Joseph: But I worked in product innovation at Hewlett Packard Enterprise and in wealth management in the private markets at UBS Wealth Management. And that, all those, all my past experience really led me to building Iron Key Capital, which is a venture ecosystem to help take a lot of the guesswork out of venture capital and angel investing for, you know, experienced professionals who are kind of, who are looking at like the next frontier of their career after, say, 10–20 years and kind of thinking about what's next, whether it's as a founder or an investor.

Joseph: So that's really the ecosystem that we've cultivated: a community of professionals and founder-curious people with deep domain expertise and really just applying that to create new products and services, you know, in a world where job stability is kind of a thing of the past.

Joseph: So, we just really try to educate people on the ownership mindset of kind of taking control over your own outcomes and thinking about it a little bit differently than kind of the old-guard mentality of getting a job and, you know, staying at that job for 20 years and getting a 401(k) and retiring. I think we all understand the game has changed now in the last couple years.

Joseph: So, that's really kind of like what the ethos is of why we're building what we’re building.

Dan: Yeah. Very cool. We have a lot in common in that we both spent time in large organizations and had some corporate background and then got that entrepreneurial itch, which once you scratch it you almost can't let it go. I know the feeling.

Dan: So, that's cool, man. I enjoy hearing your story. Tell us a little bit, Joseph, about Iron Key Capital. Tell us a little bit about the people that you serve and what you do for them in that model.

Joseph: Sure. So we found product market fit educating top professionals in the tech space, either Web3 professionals or people who work at, I would say, the top FAANG companies, and really teaching them the angel investing skill set for one of two or both reasons.

Joseph: Most of the people that we serve either want to be an emerging manager and want to launch their own fund one day, and we educate them on the different economic tradeoffs of the options that are out there as it relates to investment vehicles. The other is people who want to career-transition into venture capital, and we take a long-term time horizon to that and really focus on helping people develop the skill sets and the track record in the private markets, and really helping people save a lot of time, energy, and money when it comes to thinking about investing or dabbling in this space deeper.

Dan: Yeah. Very cool. Very cool.

Dan: Tell us a little bit about, you mentioned folks at the FAANG companies. Tell us a little bit more about your ideal client above and beyond their career trajectory, but what makes them a good fit for you and what are some of the characteristics you see in the folks that you've served?

Joseph: Yeah, thank you for double-clicking on that. The people that we serve best are the ones that want some decision control over their capital. So they want to be in an ecosystem that allows them to further refine their own ideas and get exposure to what other smart people are thinking about and working on. So we create this “wisdom of the crowd” mentality to make investments together.

Joseph: So I would say the target market that we serve is really more of the active investor rather than the passive.

Joseph: The passive investor is maybe they’re trading money for time, right? We're really focused more on doing thesis-driven research into various verticals, really at the intersection of Web3 and AI, and through that thesis-driven research we find companies to invest in or products to build.

Joseph: So I would say, really, it's for the founder, the long-standing professional that's founder-curious, and also from the investment side of the table, people who want some decision control over their capital.

Dan: Got it. Got it.

Dan: And then let's take the second profile, someone that wants some decision control over their capital. What sort of education, what resources, what kind of stuff are you providing for them? And tell us a little bit about what that roadmap looks like.

Joseph: Yeah, so we try to create an end to end ecosystem so anyone can start based on their prior knowledge. So, we have a self-paced Private Markets 101 training course that anyone can take to kind of learn the basics of private markets if you're starting from square one.

Joseph: We also offer an Angel in Residence program, which is cohorts of five to fifteen people, where we have a 12-week training program where we work on real deal flow at the investment club and take an investment from sourcing through diligence all the way up until making an investment, so that people are developing the tactical working skill set of an angel investor, because we believe that people get into venture by doing the job, not applying.

Joseph: So, we really just try to give people the education and then also the tool set and the framework for how to be successful in the private markets regardless of what your goals are, whether it's to be a successful angel investor, get a job in VC, which always makes sense to take a long-term time horizon to, or becoming an emerging manager in the long run.

Joseph: So, any one of those three, or maybe they're overlapping goals, we serve all three.

Dan: Very cool. Very cool. That's a nice background there. That's super, super clear.

Dan: And like I haven't really even heard of anything like what you're offering. Tell us a little bit about the marketplace and maybe what's unique about how you help this profile to achieve these outcomes.

Joseph: Yeah. And I'm glad you asked, and it really started with just solving my own pain points. So the average investor, if you want to get into a high-quality company, really at like the seed or Series A stage, if you want to get into a high-quality company, for the average angel investor, maybe you're working full-time, you have other obligations, right?

Joseph: The only real way to do that is to invest through a syndicate, someone who's leading a deal and pooling capital with other investors. Typically what that looks like is writing a $10K check into a syndicate which writes a much larger check into the company. So these later-stage companies will typically have a, you know, a $50K or $100K minimum and the syndicate will pool that capital together and charge carried interest, much like a fund, to facilitate that investment.

Joseph: So, if you're the average investor, maybe you have 10 grand to put into venture or angel investing a year, let's just say that's the case for a second, investing into a syndicate or an SPV is really the only way to do it if you want to get into a high-quality company.

Joseph: Now, there are problems with that. The first one is capital efficiency. So, the only way to really do this, you know, above board with community-pooling capital, is to go through an SPV structure, which is capital- and operationally-inefficient. So you're probably paying, you know, if you're pooling a group of capital, you're probably paying five to fifteen grand in administrative fees to invest in that.

Joseph: And what we do at our investment club is we've reduced that operational cost to create a portfolio of these investments. Now, the other reason why the old way of getting exposure to this asset class is outdated is that it's not diversified. You're investing in one company, and that's 92% of the time you're not going to see a dollar of that back.

Joseph: I say you might as well just go to the casino.

Dan: Yeah.

Joseph: So what we offer is a diversified portfolio of high-quality seed stage startups in a capital-efficient manner. So we're not investing deal by deal and paying seven grand to AngelList every time we do it. We're in a much more operationally and capital-efficient structure, both operationally and also from a diversification perspective, right? So you're getting exposure to a diversified portfolio of these companies.

Joseph: So I would say the diversification and the capital efficiency is really what makes us unique, and that's just what's available to the market today, and this is our structure in response to kind of, you know, changing market conditions in the private markets.

Dan: Yeah, it makes a lot of sense. Makes a lot of sense. It's a very, very cool concept.

Dan: You know, we talk to a lot of our clients about investing in private markets and, you know, you can define that a lot differently and each investor has a different sort of aptitude and profile for that. But I am such a believer in, if you just look at the metrics around investing in private markets versus public markets over the last 15 to 20 years, you know, the returns are better in private markets.

Dan: The volatility is actually lower, if you're diversifying, than in public markets, which most people don't know. And the amount of public securities is drastically down in the last 15 to 20 years. So there's a lot of real value to be had searching for the right private markets for you.

Dan: So, like, let's talk a little bit about this industry, right? Tell me a little bit about where you see the industry going, how you see your firm evolving, and what's your future as you look forward.

Joseph: Yeah, I'm glad you asked, and especially because I think venture capital specifically, but I think it applies to private markets more broadly, has really undergone some power dynamic shifts, especially in the last 18 months with AI coming out and becoming more widespread.

Joseph: And what this does is it removes the power that these traditional VCs have previously had in the market because companies don't need a $100 million Series C to achieve scale anymore, because you can scale a company a lot more operationally efficient using AI tools. So this takes power away from the VCs, right? And puts it back actually in the hands of the entrepreneur.

Dan: Yep.

Joseph: Right. So what we're building is in response to what we call new-age venture capital, where actually we're seeing more opportunity and better returns in the venture studio space.

Joseph: So we're actually a venture studio of one right now. We build software for our investors. We build software for ourselves. We're our own first customer. So we solve our own problems using software.

Joseph: So that's where the future lies for Iron Key: we're actually not one company. We're a network of companies that all work synergistically together. So we have a parent company which does education, advisory, and M&A.

Joseph: The reason why we do M&A is that in Web3 and AI the market moves so fast that you could be a venture-backable company one day and then seven months later you're a dog.

Joseph: And that's because the market moves so fast. Let's say OpenAI came out with a new feature and it could kill your whole growth trajectory, right?

Joseph: So what we're seeing is that founders need to be more flexible and revenue-focused than ever.

Dan: Yep.

Joseph: And it's this idea of just being able to hit singles and doubles in the private markets rather than just shooting for unicorns. And that's the VC model. And that's really the power law: VCs will only invest if they can get a 100x return because that's what makes sense with their fund economics.

Joseph: But if you're not investing in a 2&20 fund structure, you have a different set of tradeoffs, right?

Joseph: And that's what we're looking to really double-click on: why the 2&20 model is the old model. It's been around for 30, 40 years. Actually what we're doing, Dan, is we're doing R&D on the 2&20 model itself for emerging managers. We're just advocating that for an emerging manager, as fund one, you can do it as an investment club because charging the carried interest is not the point.

Joseph: The point is to build the track record and the network to launch funds 2, 3, 4, 5 as an emerging manager. So that's how we educate and position ourselves in the market: we just advocate for fund one to be an investment club and we educate people on the economic trade-offs between syndicates, SPVs, investment clubs, and funds, and what are the tradeoffs between the three.

Dan: Very cool. Very cool. Very interesting concept.

Dan: Let's talk a little bit about your business and revenue model. Tell us how you connect with the right partners and the right customers for your business.

Joseph: Yeah. So really right now a lot of what we do is relationship-based because venture capital has always been a people business. It's a who-you-know business.

Joseph: And what we're trying to do is take the road less traveled and really build a bottoms-up approach to venture capital, serving the average angel investor and emerging manager rather than the needs of, you know, the traditional LP, as you would call it, or limited partner.

Joseph: So that's really where we are and where we started, is by educating the market on the different trade-offs. But really, as we go into the next phase of the business, it becomes a lot more events-driven and just trying to create human connection. So creating in-person events and side events at conferences and really just being boots on the ground.

Joseph: And that's really where we see the next leg up in growth for our business and actually just as a marketing playbook in general, because now everyone has access to cutting-edge AI tools. So how do you stand out, right?

Joseph: The analogy I give is that, if you think about football in the NFL, now everyone runs a 4.2 40-yard dash. So if everyone runs a 4.2 40-yard dash, how do you stand out? You're probably doing cold email or LinkedIn. Everyone's doing that now. So when everyone goes one way, typically I like to go the other way, and that's in-person events, boots on the ground.

Joseph: And that's really what 2026 holds for us: we really want to start connecting with humans on the ground and start to just push the narrative forward on what does new-age venture capital look like and how are the market dynamics changing, and what we're building is all in response to these rapidly changing market conditions for founders and investors.

Joseph: And really trying to focus on the needs of investors. Where I'll leave you with, Dan, is that what we really try to do at the end of the day is we give investors a different set of tradeoffs between liquidity, optionality, and diversification.

Joseph: And we do that holistically across all of our companies. Right now, what we solve is diversification at the investment club. But we're solving liquidity in the private markets through our R&D innovation engine, through our venture studio.

Joseph: So, we're really taking like a bird's-eye view of what are the problems that investors have, and really a lot of them come back to liquidity, optionality, and diversification.

Dan: Got it. Yeah, I love that. Those are, that's a power three right there. I love that.

Dan: All right, good stuff. We're going to shift gears now. All right, Joseph. So, I never tell our guests about this ahead of time, but we're going to move into what I call the lightning round.

Dan: All right, so we're focused on you now. We're going to stop talking shop for a second and get to know you a little bit better. And so the only premise here is you can give one-word answers, you can give some additional thoughts if you'd like. Just give us, you know, the first thing that comes to your mind.

Dan: You got it?

Joseph: You got it.

Dan: Ready to have some fun?

Joseph: Yeah. Yeah. Hit me.

Dan: All right. Cool. Coffee or tea?

Joseph: Coffee.

Dan: Cats or dogs?

Joseph: Dogs. I like the human connection aspect. The man's best friend. I believe in it.

Dan: Yeah, that one.

Dan: This will be a good one for you. What's one tool or piece of technology, so it could be hardware or software, other than your computer or your phone that you can't live without?

Joseph: I would say my AirPods.

Joseph: They're like an extension of my body at this point.

Dan: I just got, I just started with the Beats. I'm using the Beats today and I've enjoyed those. I'm with you on that one though.

Dan: Do you have a favorite quote or phrase about money or success?

Joseph: If you can't find a door, build one. I feel like that's overused though, so give me a second.

Dan: Okay, we'll edit this part.

Joseph: I’m sure I have a good one somewhere. I just got to find it in my brain.

Dan: Come back to it.

Dan: Favorite book on finance or business?

Joseph: Platform Revolution.

Dan: I got to check that one out. Tell us more about that.

Joseph: So, and I'm biased because this is the background I come from, but Platform Revolution just talks about the business model innovation of marketplaces in general. So this dates back a decade to, you know, Uber, Amazon, Airbnb. It's all a marketplace because it gives power back to the consumer, because now their options, the competition, is listed right next to each other.

Joseph: So they're forced to compete on price, right? And I think, so Uber-for-X was, you know, super hot a decade ago; that was actually the first company I built. So marketplace dynamics are near and dear to me.

Joseph: And then the next evolution of that is actually crypto, is Web3, is taking the marketplace business model to the next level of innovation, and that's just part of what I believe. So that's why Platform Revolution.

Dan: Love it. Love it.

Dan: Give us a personal hack, could be finance-related or otherwise. Give us a hack that you could share with our audience.

Joseph: The hack that I have in the summer of 2025 is that you don't need nearly as much software-as-a-service as you did 18 months ago. You can operate a lot leaner as a bootstrap business, or really any business, much leaner than you think.

Dan: Yeah, good point.

Joseph: That's the hack: SaaS is dying. You don't need as much of it as you think, as long as you can be resourceful. The best resource is being resourceful.

Dan: There you go. Love it. Love it.

Dan: What's one bucket list item that you've already accomplished?

Joseph: One bucket list item that I've already accomplished is scaling a startup to a million dollars in revenue, and that was me as an early employee.

Joseph: So, yeah.

Dan: It's a good one. Congratulations on that.

Dan: What's one milestone that you're currently working towards? Could be financial or otherwise.

Joseph: A milestone that I'm working towards is bringing together a lot of these disparate silos into a unified platform or ecosystem to enable founders and investors to work together more efficiently.

Joseph: So that is a big task, and the milestone that I'm shooting for in the next year or two is to consolidate and simplify the journey for founders and investors.

Dan: Very cool. Very cool. I love that journey for you.

Dan: Last one. If you could give one piece of advice to your younger self, what would it be?

Joseph: Don't try and do too much.

Joseph: As a startup you have finite time and resources, and you know, there might be a lot of good opportunities, but it's very, very difficult to get to the second opportunity if you don't complete the first one. So I would say just don't let your eyes be bigger than your stomach in terms of, you know, spreading yourself too thin, and just focus on doing one thing well and that will open up doors to the next thing.

Dan: Love that. Love that.

Dan: And then finally, if our listeners want to connect with you, collaborate with you, work with you, what's the best way to reach you?

Joseph: You can find us at ironkeycap.com or on X (Twitter) at @ironkeycap. And we're pretty active on LinkedIn and Twitter and YouTube clips from time to time.

Dan: Very cool. Very cool. We'll put those notes in the show notes, I should say.

Dan: Joseph, thanks so much. This was a ton of fun. I learned a lot. I know our audience will as well. Appreciate you coming on today, man. It's been great having you.

Joseph: Yeah. No, thanks so much, Dan. I really appreciate, you know, getting this message out. Thanks for having me.

Dan: You bet. You bet. That's it for our episode. As always, keep your strategy sharp, your goals clear, and your money working as hard as you do. Cheers everybody.

• Intro to angel investing & syndicates. High-level guides on how angel deals, SPVs, and syndicates work for individual investors.
• Investment clubs & private funds. Educational resources explaining the legal and structural differences between investment clubs, SPVs, and pooled funds.
• Private vs. public market returns. Research comparing long-term performance, volatility, and dispersion of private equity/venture vs. public equities.
• AI and venture capital. Articles on how AI is reducing capital needs, changing startup cost structures, and reshaping VC fund economics.
• Emerging manager playbooks. Materials for aspiring fund managers on track-record building, fund structures, and raising from LPs.

• Making Sense of Your Money – Content Hub
• Tailored Wealth – Work with Dan and the Team
• Making Sense of Your Money – Podcast Archive
• Guides on Private Markets, Angel Investing & Alternative Strategies

If you’re a high-earning professional or tech leader who’s wondering what comes after maxing your 401(k) and traditional accounts, it may be time to explore where private markets fit in your overall plan. Start by clarifying your goals: are you trying to learn the craft of angel investing, build a future as an emerging manager, or simply diversify a portion of your wealth into carefully selected private opportunities?

When you’re ready to see how private markets, ownership, and thoughtful risk-taking can support your version of a rich life, explore more episodes and resources at Making Sense of Your Money, or learn how Tailored Wealth partners with equity rich professionals and leaders at yourtailoredwealth.com.