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 adviser offering advisory services in the State of Florida and in other jurisdictions where exempted.
#121. The robots are here! Now what?January 17, 2023
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#120. Planning for downtime during the holiday seasonDecember 20, 2022
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#119. What if we live forever?November 30, 2022
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#118. Is now the right time for solar?October 26, 2022
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#109. A beginner's guide to the Alternative Minimum Tax.March 08, 2022
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#108 What should you do about inflation? The answer will surprise you.February 15, 2022
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#107. It's a new year! So now what?January 18, 2022
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#106. Retirement planning around longevity: what you need to consider.January 04, 2022
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#105. Which life lessons matter the most to your long-term success?December 21, 2021
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#104. 2nd year retrospective: Our favorite episodes and what you listened to most.December 07, 2021
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#103. Don't miss out on big savings during Open Enrollment Season.November 30, 2021
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#102. Your guide to navigating the equity compensation jungle (inc. ISOs, NSOs, RSUs, & ESPPs).November 23, 2021
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#101. ISO University: It's IPO Time! So now what do you do with your ISOs?November 16, 2021
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#100. ISO University: Your guide to navigating ISOs in a pre-IPO company.November 09, 2021
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#99. ISO University: Congrats, you're hired! Now follow these steps with your new ISOs.November 02, 2021
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#98. Why do the rich keep getting richer? The shocking truth behind the Pandora Papers.October 26, 2021
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#97. Blockchain is here to stay, but how much crypto is too much?October 19, 2021
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#96. Here's why the Biden tax plan misses the mark.October 12, 2021
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#95. If you don't take your online privacy seriously, someone else will.October 05, 2021
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#94. What can you really do to protect yourself from cybertheft?September 28, 2021
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#93. How to give up and quit like a proSeptember 21, 2021
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#92. When it comes to tracking performance, here's what really matters.September 14, 2021
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#91. Why did Trishul and Aaron choose lifestyle practices?September 07, 2021
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#90. What you need to know about advisory fees.August 31, 2021
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#89. Are independent RIAs better? Here's what to consider first.August 24, 2021
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