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 • 141 episodes
The Mind Money Spectrum Podcast
Latest Episodes
#141. The Unrealized Gains Loophole
Addressing criticisms of Kamala Harris's Unrealized Gain tax plan.The ultra-wealthy pay a lower tax rate than wage earners, meaning the US has a regressive tax system rather than the intended progressive tax system. Kamala Harris's tax ...
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Season 6
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Episode 9
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1:23:14
#140. Buying a home is not an investment, it's location, location, location
Rent or buy? How much as a down payment?Most Americans have most of their net worth in their home equity. In this episode, Aaron and Trishul discuss the pros and cons of making a down payment and buying a home. Is it worth making a larg...
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Season 6
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Episode 8
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1:14:22
#139. Rent-Seeking Exposed: Hidden Costs of Modern Life
How U.S. government incentives create rent-seeking.In economics, rent-seeking is extracting wealth without adding value. Trishul provides data and examples of how rent-seeking has made lives harder. Home prices, healthcare, and educatio...
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Season 6
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Episode 7
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1:09:56
#138. Financial Planner tells a story of why Fee-Only matters
How snowboarding in Park City influenced the genesis of Graystone AdvisorIn this episode, Aaron shares his story of attending due diligence conferences to learn about non-traded REITs. While it was nice to be wined and dined, he started...
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Season 6
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Episode 6
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1:02:14
#137. You can't pay someone for free money.
The red flags of TikTok financial videos.In this episode, Trishul and Aaron discuss the problem of trying to pare down financial advice to soundbites. TikTok financial videos can contain red flags ranging from likely inappropriate to do...
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Season 6
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Episode 5
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1:06:52