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
#165. One of the greatest inventions in human history.
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Target-Date Funds are the simplest investment strategy.
Asset allocation is the single most important part of an investment strategy. Target-Date Funds are the easiest way to implement the proper asset allocation. If you only saved into Target-Date Funds for your entire career, you will be just fine. The combination of low cost, diversified stocks, and proper bond weighting work for everyone. But if you wanted to try to grow your net worth more, try an all stock index ETF like VT or ACWI.
Episode References
MMS #152. Set It and Forget It: The Power of Financial Automation
MMS #115. Tax-Loss Harvesting 202: If you're really serious about it, listen here first.
MMS #82. Are you overlooking this stellar asset class?
MMS #79. Tax-Loss Harvesting 101: Sidestep these mistakes with your DIY strategy.
MMS #73. Is direct indexing the future of investing?
Three-fund portfolio
Vanguard Total World Stock ETF (VT)
iShares ACWI ETF
iShares 60/40 allocation ETF
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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