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 Pennsylvania and in other jurisdictions where exempted.

Recent Episodes

#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 #85. Everything you need to know about investing in real estate.July 27, 2021 Episode artwork #84. Is the Yale Model dead?July 20, 2021 Episode artwork #83. Here's why commodities are an overrated investment.July 13, 2021 Episode artwork #82. Are you overlooking this stellar asset class?July 06, 2021 Episode artwork #81. Molly Laughter: Don't refinance those student loans until you listen to this episode.June 29, 2021 Episode artwork #80. When it comes to investing, this is THE ONE THING you don't want to mess up.June 22, 2021 Episode artwork #79. Tax-Loss Harvesting 101: Sidestep these mistakes with your DIY strategy.June 15, 2021 Episode artwork #78. It's not just for executives anymore. Uncover how you too can shelter over $100k a year.June 08, 2021 Episode artwork #77. What's the real limit on 401k contributions? It's much higher than you think.June 01, 2021 Episode artwork #76. Not all financial advice is created equal. Here's why.May 25, 2021 Episode artwork #75. How credible are the purported benefits of financial advice?May 18, 2021 Episode artwork