The Mind Money Spectrum Podcast
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.
The Mind Money Spectrum Podcast
#49. Gift like a Pro. Don't let the Tax Man steal your holiday cheer.
In this episode, Aaron and Trishul apply previous conversations about happiness and well-being to the upcoming holidays. Being conscious and aware of the things that provide happiness OR the things that create stress can help you focus on ways to increase the former and decrease the latter. They reminisce over holiday nostalgia. They discuss the impact of expectations and the need to get creative for the 2020 holiday season. Prioritizing time over money is a big theme in increasing happiness for both the gifter and the giftee. And because they just couldn't help themselves, they discuss Qualified Charitable Distributions and gifting appreciated stock to charities.
Episode References
MMS #32. These estate planning tips can save you big time.
Investing Forever - Wills and Trusts: How are they different?
WebMD - Holidays Stress Tips
Mayo Clinic - Stress Management
Americans Spend Generously
Financial Stress and Traditions
Holiday Spending Report
QCD - Qualified Charitable Distribution
Gift Tax Calculation
Gifting Stocks
CamelCamelCamel - Amzon Price Tracker
Black Friday
Adam Smith
CARES Act
Podcast Description
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.
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 Bay Area Financial Planner with GraystoneAdvisor.com, and Trishul is an East Coast Wealth Manager (InvestingForever.com). MindMoneySpectrum.com and YouTube.
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