The Mind Money Spectrum Podcast Podcast Artwork Image

The Mind Money Spectrum Podcast

Aaron Agte and Trishul Patel

Welcome to The Mind Money Spectrum Podcast where your hosts Aaron Agte and Trishul Patel go beyond traditional finance questions to help you explore how to use your money to achieve the freedom you want in life. Aaron is a Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com.

Graystone Advisor, LLC is a registered investment adviser offering advisory services in the State of California and in other jurisdictions where exempt from registration.

Investing Forever LLC (d/b/a, Investing Forever Advisory) is a registered investment adviser offering advisory services in the State of Pennsylvania and in other jurisdictions where exempted.

Recent Episodes

#50. Getting married? This hidden strategy could pay for your honeymoon.November 24, 2020 Episode artwork #49. Gift like a Pro. Don't let the Tax Man steal your holiday cheer.November 17, 2020 Episode artwork #48. Use it or lose it. When the year ends so does your opportunity for big tax savings.November 10, 2020 Episode artwork #47. How to "buy" a politician and get away with it.November 03, 2020 Episode artwork #46. Elections create financial opportunities, but not in the way you think.October 27, 2020 Episode artwork #45. Politicians don't want you to know this about our dysfunctional voting system.October 20, 2020 Episode artwork #44. Don't let too much of a good thing leave you in financial ruin.October 13, 2020 Episode artwork #43. Is your asset allocation putting your retirement at risk?October 06, 2020 Episode artwork #42. Investment strategies evolve, but is your portfolio stuck in a foregone era?September 29, 2020 Episode artwork #41. What does academia have to say about what really works when investing in stocks?September 22, 2020 Episode artwork #40. Will our eternal love of debt sacrifice our children's future?September 15, 2020 Episode artwork #39. Can surpassing the five stages of grief help you to conquer the pandemic?September 08, 2020 Episode artwork #38. The U.S. tax system is screwing you over. Here's what you can do about it.September 01, 2020 Episode artwork #37. How to get rich and never pay a dollar in taxes.August 25, 2020 Episode artwork #36. Can the right financial advice really shave off years of having to work?August 18, 2020 Episode artwork #35. Parents: How to face an impossible decision without losing your sanity.August 11, 2020 Episode artwork #34. How do RSUs work?August 04, 2020 Episode artwork #33. If you have Incentive Stock Options, you need to listen to this episode.July 28, 2020 Episode artwork #32. These estate planning tips can save you big time. But only if you plan ahead.July 21, 2020 Episode artwork #31. Watch out for these costly mistakes with your taxable investments.July 14, 2020 Episode artwork #30. How to unlock the power of the Roth to turbocharge your retirement goals.July 07, 2020 Episode artwork #29. Want to retire before you turn 70? Tee up big savings with these tips.June 30, 2020 Episode artwork #28. Is a million dollar higher education worth it? Your kids may not think so.June 23, 2020 Episode artwork #27. Can a Universal Basic Income really pay for itself?June 16, 2020 Episode artwork #26. Practical advice on navigating a dysfunctional healthcare system.June 09, 2020 Episode artwork