In this episode, Trishul and Aaron think about the various Christmas gift-giving traditions they have enjoyed over the years. From childhood arts and crafts, to cash in their teenage years, to coordinated gift exchanges as adults, giving and receiving presents evolves as we age. They discuss Secret Santas and White Elephants. They also highlight the fine line between a gift card being appropriate and just being lazy. And finally, Aaron reveals his secret to giving the perfect gift.
Episode References
MMS #49. Gift like a Pro. Don't let the Tax Man steal your holiday cheer.
Reddit Secret Santa
Bill Gates Secret Santa
Dilbert and Dogbert exchanging gifts
White Elephant
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.