
The Mind Money Spectrum Podcast
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 Florida and in other jurisdictions where exempted.
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 Florida and in other jurisdictions where exempted.
Podcasting since 2019 • 155 episodes
The Mind Money Spectrum Podcast
Latest Episodes
#155. Future Jobs for Kids
What recommendations would you give a high schooler to prepare them for their working career?Aaron starts with the question of what college major would you recommend to a high schooler to prepare them for their working career? Trishul i...
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Season 7
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Episode 11
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1:04:03

#154. Seasonal Financial Planning: Focusing on the Right Topics at the Right Time
Financial planners use the seasons to guide which annual topics to focus on.Managing all your financial tasks can feel daunting and overwhelming. Good financial planning helps identify the priorities that need to be taken care of first....
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Season 7
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Episode 10
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1:04:46

#153. Life Planning Lessons from a Vacation That Went Too Long
Aaron shares the story of how his family stretched their vacation just a little too much. They added a few days to fit in Padres games or save money on flights. But there came a point they just wanted to sleep in their own bed and walk the dog....
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Season 7
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Episode 9
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57:54

#152. Set It and Forget It: The Power of Financial Automation
What can you set up today that if you forget about it, you are better off a year later?Maxing out your 401k contribution and investing in stocks has the largest impact on your life for minimal effort. Aaron and Trishul go through other w...
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Season 7
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Episode 8
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1:06:22

#151. Why are tech employees so worried?
In 2024, tech stocks were up, while layoffs were also up, leading to a general concern among tech employees. Tech employees saw their incomes rise dramatically from their equity compensation, but the specter of layoffs meant most pe...
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Season 7
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Episode 7
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1:04:59
