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 • 158 episodes
The Mind Money Spectrum Podcast
Latest Episodes
#158. Wealth Manager predicts AI will end real estate
Trishul sold his New Jersey rental property, while Aaron is keeping his San Diego rental home. Why?Real estate has delivered strong returns for generations, but Trishul believes the dynamics that made it successful are changing and won’...
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Season 8
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Episode 1
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1:18:23
#157. What the hell is jobless growth?
The economy is expanding, yet we aren’t creating new jobs. What does that mean for the next generation?For most of economic history, rising GDP has gone hand-in-hand with hiring. But AI and advanced technology are breaking that pattern, ...
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Season 8
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Episode 1
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1:01:51
#156. Should your daughter go to Cornell or NotCornell?
If your child has a free ride to multiple universities, how would you help them decide which school and major?Two financial advisors try to separate the value of higher education from all the ancillary benefits of college. If every cours...
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Season 7
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Episode 12
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1:08:18
#155. Future Jobs for Kids
What recommendations would you give a high schooler to prepare them for their working career?Aaron starts with the question of what college major would you recommend to a high schooler to prepare them for their working career? Trishul i...
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Season 7
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Episode 11
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1:04:03
#154. Seasonal Financial Planning: Focusing on the Right Topics at the Right Time
Financial planners use the seasons to guide which annual topics to focus on.Managing all your financial tasks can feel daunting and overwhelming. Good financial planning helps identify the priorities that need to be taken care of first....
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Season 7
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Episode 10
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1:04:46