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.

Contributors

Co-host

Aaron Agte, CFP®

Aaron Agte is a fee-only financial planner and founder of Graystone Advisor, LLC located in Foster City, CA.

He started Graystone Advisor to provide unbiased financial advice to families with employer stock plans.

In his free time he coaches his three kids sports teams, plays softball, golfs, skis in Incline Village, and work on the NYTimes Crossword puzzle with his wife, Jessica. If you ever see him out and about, he's the guy wearing something UCLA, Chargers, Padres, or Warriors.

Co-host

Trishul Patel, CFP®, MBA

Trishul Patel, CFP®, MBA is a 100% virtual, fee-only financial planner based in Port St. Lucie, Florida, serving clients locally and across the country. Investing Forever LLC provides ongoing financial planning and investment management solutions designed to help high-performing professionals achieve financial security and freedom sooner rather than later. As a fee-only, fiduciary, and independent financial advisor, Trishul is never paid a commission of any kind and has a legal obligation to provide unbiased and trustworthy financial advice.

https://InvestingForever.com