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 • 152 episodes
The Mind Money Spectrum Podcast
Latest Episodes
#152. Set It and Forget It: The Power of Financial Automation
What can you set up today that if you forget about it, you are better off a year later?Maxing out your 401k contribution and investing in stocks has the largest impact on your life for minimal effort. Aaron and Trishul go through other w...
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Season 7
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Episode 8
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1:06:22
#151. Why are tech employees so worried?
In 2024, tech stocks were up, while layoffs were also up, leading to a general concern among tech employees. Tech employees saw their incomes rise dramatically from their equity compensation, but the specter of layoffs meant most pe...
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Season 7
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Episode 7
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1:04:59
#150. Wealth Manager shares his secret FIRE recipe
The math behind how quickly savings and investments can achieve financial independence.Trishul re-creates the spreadsheet he used to calculate his pursuit of FIRE twenty years ago. He begins with simple time value of money calculations a...
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Season 7
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Episode 6
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1:05:07
#149. More Money Than You Need? Smart Ways to Use It.
Safe withdrawal rates often lead to having more money than you need. What then?Trishul achieved FIRE and then built a business that now sustains his lifestyle. He knows he's on track to have more money than he needs. Aaron and Trishul di...
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Season 7
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Episode 5
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58:12
#148. Why Smart Advisors Don’t Care About Market Drops.
Whether the stock market is up or down, Trishul and Aaron have developed the super power to not care.Stock market downturns often trigger fear among investors. But Aaron and Trishul have developed the ability to simply not care about sto...
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Season 7
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Episode 4
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1:07:25
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