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
#147. After FIRE: Why this Wealth Manager won’t retire.
Trishul's journey from FIRE to lifestyle practice.
Trishul Patel achieved FIRE by building teams to solve problems. After reaching financial independence, his desire to help others led him to accidentally create an lifestyle practice. Now, he focuses on keeping it from growing too large, ensuring it doesn’t interfere with the hobbies he finds most fulfilling.
Episode References
MMS #144. What Financial Independence in Your 40's Really Looks Like
MMS #91. Why did Trishul and Aaron choose lifestyle practices?
MMS #90. What you need to know about advisory fees.
MMS #88. What's the big deal about the CFP®?
MMS #74. This hidden benefit of financial independence changes everything.
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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