The Mind Money Spectrum Podcast

#22. COVID-19 Retrospective: What did you miss?

May 12, 2020 Aaron Agte and Trishul Patel Season 1 Episode 22
The Mind Money Spectrum Podcast
#22. COVID-19 Retrospective: What did you miss?
Chapters
The Mind Money Spectrum Podcast
#22. COVID-19 Retrospective: What did you miss?
May 12, 2020 Season 1 Episode 22
Aaron Agte and Trishul Patel

In this episode, Aaron and Trishul bring everything back to the present. What happened in the markets in the last couple of months? Has the coronavirus curve flattened yet? What were some of the strategies and tactics they implemented with clients? And more importantly, what's going on with their lives and how are they holding up these days? While the market continues to show volatility, it turns out it's their lifestyle changes that have had a bigger impact on their well-being.

Episode References

Recovering from Investment Losses
Closing milestones of the S&P 500
Investing Forever - Market Timing 101
Investing Forever - Coronavirus: What Do We Know Now?
Investing Forever - Recency Bias
Investing Forever - The World's Most Expensive Hobby
Don't Rely on Headlines
Investing Forever - Don't Leave Money On the Table
When (and When Not) to Refinance Your Mortgage
Roth IRA Conversion Rules
Using Tax-Loss Harvesting to Improve Investment Returns
Jackbox Games
Cosmic Kids Yoga
1918 Flu Pandemic
The Best Ways to Give the Gift of Stocks
Naipaul - Half a Life
Murakami - A Wild Sheep Chase

Podcast Description

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.

Show Notes

In this episode, Aaron and Trishul bring everything back to the present. What happened in the markets in the last couple of months? Has the coronavirus curve flattened yet? What were some of the strategies and tactics they implemented with clients? And more importantly, what's going on with their lives and how are they holding up these days? While the market continues to show volatility, it turns out it's their lifestyle changes that have had a bigger impact on their well-being.

Episode References

Recovering from Investment Losses
Closing milestones of the S&P 500
Investing Forever - Market Timing 101
Investing Forever - Coronavirus: What Do We Know Now?
Investing Forever - Recency Bias
Investing Forever - The World's Most Expensive Hobby
Don't Rely on Headlines
Investing Forever - Don't Leave Money On the Table
When (and When Not) to Refinance Your Mortgage
Roth IRA Conversion Rules
Using Tax-Loss Harvesting to Improve Investment Returns
Jackbox Games
Cosmic Kids Yoga
1918 Flu Pandemic
The Best Ways to Give the Gift of Stocks
Naipaul - Half a Life
Murakami - A Wild Sheep Chase

Podcast Description

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.