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
#146. A Financial Planner's Journey: from Engineer to Hedge Fund Manager
Trishul's journey from engineer to hedge fund manager.
How does an engineer become a hedge fund manager? Trishul Patel shares his journey from engineering to wealth management, bringing his analytical mindset into the world of finance. In this episode, he dives into the key moments of his career and explains how foundational concepts like compounding and risk shaped his path to financial independence. Discover how his unique perspective on money management can inspire your own journey toward building wealth and achieving financial freedom.
Episode References
MMS #1. What's the big deal about FIRE?
MMS #138. Financial Planner tells a story of why Fee-Only matters
Investing Forever: About Trishul Patel
Political prediction markets
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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