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.
#118. Is now the right time for solar?October 26, 2022 Episode artwork #109. A beginner's guide to the Alternative Minimum Tax.March 08, 2022 Episode artwork #108 What should you do about inflation? The answer will surprise you.February 15, 2022 Episode artwork #107. It's a new year! So now what?January 18, 2022 Episode artwork #106. Retirement planning around longevity: what you need to consider.January 04, 2022 Episode artwork #105. Which life lessons matter the most to your long-term success?December 21, 2021 Episode artwork #104. 2nd year retrospective: Our favorite episodes and what you listened to most.December 07, 2021 Episode artwork #103. Don't miss out on big savings during Open Enrollment Season.November 30, 2021 Episode artwork #102. Your guide to navigating the equity compensation jungle (inc. ISOs, NSOs, RSUs, & ESPPs).November 23, 2021 Episode artwork #101. ISO University: It's IPO Time! So now what do you do with your ISOs?November 16, 2021 Episode artwork #100. ISO University: Your guide to navigating ISOs in a pre-IPO company.November 09, 2021 Episode artwork #99. ISO University: Congrats, you're hired! Now follow these steps with your new ISOs.November 02, 2021 Episode artwork #98. Why do the rich keep getting richer? The shocking truth behind the Pandora Papers.October 26, 2021 Episode artwork #97. Blockchain is here to stay, but how much crypto is too much?October 19, 2021 Episode artwork #96. Here's why the Biden tax plan misses the mark.October 12, 2021 Episode artwork #95. If you don't take your online privacy seriously, someone else will.October 05, 2021 Episode artwork #94. What can you really do to protect yourself from cybertheft?September 28, 2021 Episode artwork #93. How to give up and quit like a proSeptember 21, 2021 Episode artwork #92. When it comes to tracking performance, here's what really matters.September 14, 2021 Episode artwork #91. Why did Trishul and Aaron choose lifestyle practices?September 07, 2021 Episode artwork #90. What you need to know about advisory fees.August 31, 2021 Episode artwork #89. Are independent RIAs better? Here's what to consider first.August 24, 2021 Episode artwork #88. What's the big deal about the CFP®?August 17, 2021 Episode artwork #87. What's the smart way to fund a college education these days?August 10, 2021 Episode artwork #86. How does your True Tax Rate compare with the wealthiest Americans?August 03, 2021 Episode artwork