Tad Fallows

7 statements across 1 episodes · 2 bullish · 2 bearish · 1 people on the record · first statement Dec 30, 2025 by Tad Fallows · across every show →

On the record as a speaker too: Tad Fallows's record, appearances and statements → this page counts the times other people say the name.

Everything said about Tad Fallows, oldest first

Dec 30, 2025
Insight
Fallows: A 40-Year-Old With $10M Will Likely Surpass $30M via Compounding
“More people will probably end up going over that than they think because someone with ten million dollars today, if they're age 40, they're probably going to have more than thirty million dollars by the time they pass away because they have a lot of compoundin…”
Tad Fallows Dec 30, 2025 ▶ 9:07 Why Half of Them Have No Mortgage and Still Win
Dec 30, 2025 bearish
Assertion Not checkable as stated
Fallows: High-Net-Worth Community Allocates Well Below 10% to Bonds
“We do a annual asset allocation benchmarking survey and ask, hey, between Stocks, bonds, cash, crypto, private credit, private equity, oil and gas, et cetera. Where do you keep your money? And I'd say the bond allocation is well south of 10%.”
Tad Fallows Dec 30, 2025 ▶ 15:55 Why Half of Them Have No Mortgage and Still Win
Dec 30, 2025 neutral
Assertion Not checkable as stated
Fallows: Almost none of 7,000 ultra-high-net-worth community members hold permanent life insurance
“In our community of about 7000 people who are Either very high or ultra high net worth and, you know, price of a scan, these things, pretty much nobody carries one of these permanent life insurance.”
Tad Fallows Dec 30, 2025 ▶ 7:42 Why Half of Them Have No Mortgage and Still Win
Dec 30, 2025 negative
Insight
Fallows: Offshore trusts in places like Cook Islands create more risk than protection
“I think that's a pretty dangerous thing to do. The only reason that's relevant, if you are doing something really shady and any proper legal system would come after your assets and now you've parked them in the Cook Islands, but you know, one, that's probably …”
Tad Fallows Dec 30, 2025 ▶ 12:02 Why Half of Them Have No Mortgage and Still Win
Dec 30, 2025 positive
Assertion Not checkable as stated
Fallows: Half of High-Net-Worth Community Members Have No Mortgage
“So half our members don't have a mortgage at all on their house.”
Tad Fallows Dec 30, 2025 ▶ 16:48 Why Half of Them Have No Mortgage and Still Win
Dec 30, 2025 neutral
Insight
Fallows: Post-windfall investors should allocate only 0.5% to 1% per position
“So I would just start a little bit smaller. You know, put one percent or half a percent to position, not five or 10%, so you get a little exposure and experience and decide what you'd like without having made huge investments or, again, huge spending.”
Tad Fallows Dec 30, 2025 ▶ 30:51 Why Half of Them Have No Mortgage and Still Win
Dec 30, 2025 positive
Disclosure
Fallows uses a portfolio line of credit to avoid cash drag
“So they avoid that cash drag, but keep the flexibility, which that that's the way that I use my portfolio line of credit.”
Tad Fallows Dec 30, 2025 ▶ 20:16 Why Half of Them Have No Mortgage and Still Win
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