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
#152. Set It and Forget It: The Power of Financial Automation
What can you set up today that if you forget about it, you are better off a year later?
Maxing out your 401k contribution and investing in stocks has the largest impact on your life for minimal effort. Aaron and Trishul go through other ways that setting up automation can provide significant benefits for your future self. From bill payments to investment contributions, automating your finances removes stress and builds long-term wealth on autopilot. Learn how small setup steps today can lead to massive gains tomorrow.
Episode References
MMS #65. The most important financial advice for someone in their 20's.
MMS #17. How to take advantage of your lazy brain.
Investing Forever - Passive Is the New Aggressive
Graystone Advisor: Advice for friends and family
Nudge by Thaler and Sunstein
The Opt-Out Solution
The Impact of Legislation on Organ Donation
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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