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
#149. More Money Than You Need? Smart Ways to Use It.
Safe withdrawal rates often lead to having more money than you need. What then?
Trishul achieved FIRE and then built a business that now sustains his lifestyle. He knows he's on track to have more money than he needs. Aaron and Trishul discuss how it feels to be in this position and what to do next. Adjusting to this new phase can take years—and maybe it’s okay if spending doesn’t increase.
Episode References
MMS #146. A Financial Planner's Journey.
MMS #147. After FIRE: Why this Wealth Manager won’t retire.
MMS #112. Here's why you need to spend more.
MMS #65. The most important financial advice for someone in their 20's.
MMS #56 The most important rule in finance.
MMS #15. George Kinder: Three life questions that will change everything.
MMS #7. The impact of friends, family, and communities on happiness is larger than you might think. Listen through the end to find out why.
MMS #5. The 4% rule is a good start, but betting your life on it can burn you.
MMS #3. Does money buy happiness? Sometimes yes, but not in the way you think.
Die with Zero book
Kitces: Upside of Sequence of Returns Risk
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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