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 adviseroffering advisory services in the State of Pennsylvania and in other jurisdictions where exempted.

Recent Episodes

#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 #25. The cost of higher education is too high. Here's what you can do about it.June 02, 2020 Episode artwork #24. Always shop around for insurance, and above all avoid these common traps.May 26, 2020 Episode artwork #23. Molly Laughter: How to conquer debt and still get ahead.May 19, 2020 Episode artwork #22. COVID-19 Retrospective: What did you miss?May 12, 2020 Episode artwork #21. Why the VIX is useless.May 05, 2020 Episode artwork #20. When markets crash, ignore this critical advice at your peril.April 28, 2020 Episode artwork #19. Life doesn't need to begin at retirement. Here's why.April 21, 2020 Episode artwork #18. Why happiness is not the answer to your problems.April 14, 2020 Episode artwork #17. How to take advantage of your lazy brain.April 07, 2020 Episode artwork #16. What was money like when you were growing up? And why a strong foundation matters.March 31, 2020 Episode artwork #15. George Kinder: Three life questions that will change everything.March 24, 2020 Episode artwork #14. These key innovations will advance civilization in more ways than you can imagine.March 17, 2020 Episode artwork #13. Is Real Estate just a real pain? Or are the psychological benefits worth the costs?March 10, 2020 Episode artwork #12. Sequence of Returns Risk: Why the first few years of withdrawals are the most critical.March 03, 2020 Episode artwork #11. In the active vs. passive debate, fees and taxes matter more than trying to identify alpha.February 25, 2020 Episode artwork #10. This critical market timing mistake is one that you don't need to make.February 18, 2020 Episode artwork