The Mind Money Spectrum Podcast

#36. Can the right financial advice really shave off years of having to work?

August 18, 2020 Aaron Agte and Trishul Patel Season 1 Episode 36
The Mind Money Spectrum Podcast
#36. Can the right financial advice really shave off years of having to work?
Chapters
The Mind Money Spectrum Podcast
#36. Can the right financial advice really shave off years of having to work?
Aug 18, 2020 Season 1 Episode 36
Aaron Agte and Trishul Patel

In this episode, Aaron and Trishul discuss the value of a financial advisor and the impact that financial planning can have on the lives of clients. A disciplined investment strategy and increased savings over time can lead to a higher net worth for clients than if left to their own devices. Also, advisors help clients find small but meaningful opportunities while avoiding seemingly small mistakes that can compound over decades. Beyond the dollars, clients consistently express that the trust and peace of mind from knowing someone is taking care of all the little things reduces their stress and improves their overall well-being.

Episode References

Graystone Advisor - What should I look for in a Financial Advisor?
MMS #15. George Kinder: Three life questions that will change everything.
Advisor Network Files Lawsuit Against the SEC
Investing Forever - Where should you turn to for advice?
Investing Forever - Fiduciary Oath
Investing Forever - 1.5% is a rounding error, right?
Investing Forever - Beware: This Strategy Could Cause You To Lose Your Shirt.
Investing Forever - Passive Is the New Aggressive
Investing Forever - Follow the Money
Investing Forever - How can I help you?

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 discuss the value of a financial advisor and the impact that financial planning can have on the lives of clients. A disciplined investment strategy and increased savings over time can lead to a higher net worth for clients than if left to their own devices. Also, advisors help clients find small but meaningful opportunities while avoiding seemingly small mistakes that can compound over decades. Beyond the dollars, clients consistently express that the trust and peace of mind from knowing someone is taking care of all the little things reduces their stress and improves their overall well-being.

Episode References

Graystone Advisor - What should I look for in a Financial Advisor?
MMS #15. George Kinder: Three life questions that will change everything.
Advisor Network Files Lawsuit Against the SEC
Investing Forever - Where should you turn to for advice?
Investing Forever - Fiduciary Oath
Investing Forever - 1.5% is a rounding error, right?
Investing Forever - Beware: This Strategy Could Cause You To Lose Your Shirt.
Investing Forever - Passive Is the New Aggressive
Investing Forever - Follow the Money
Investing Forever - How can I help you?

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.