The Mind Money Spectrum Podcast

Aaron Agte and Trishul Patel
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The Mind Money Spectrum Podcast

Welcome to The Mind Money Spectrum Podcast where your hosts 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 Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com. 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.

  1. #145. Retirement Risks You’re Overlooking (It’s NOT About Money!)

    1 天前

    #145. Retirement Risks You’re Overlooking (It’s NOT About Money!)

    You need to build your own routine to thrive in retirement.People often retire with the idea of spending their time doing "whatever they want, whenever they want." However, this lack of structure can lead to a negative spiral, potentially resulting in health issues such as depression. To truly thrive in retirement—whether in your 40s or 60s—you need to create your own sense of discipline. It's essential to plan things to look forward to on a daily, weekly, and annual basis.Episode ReferencesM...

    56 分鐘
  2. #144. What Financial Independence in Your 40's Really Looks Like

    2024/12/17

    #144. What Financial Independence in Your 40's Really Looks Like

    Trishul is in his 40's and has achieved FIRE. Aaron is also in his 40's, but is not financially independent. Yet they both lead similar lives. What's the difference?Trishul achieved FIRE and began writing a blog to help friends and family make better financial decisions. This eventually led to starting a lifestyle practice as a financial advisor. Aaron started a lifestyle business to help people with stock options while having the time to coach his kids' sports teams. Both see the value in ma...

    1 小時 1 分鐘
  3. #143. FIRE with Kids? Here's How to Make It Work!

    2024/11/19

    #143. FIRE with Kids? Here's How to Make It Work!

    Parents teach hard worth through their actions, not their employment.Trishul has achieved FIRE and is a parent. Aaron describes clients who have achieved financial independence, but still have kids at home for another decade. You teach kids the value of hard work, not through your employment, but through the same activities that make your life fulfilling—whether you're financially independent or not. Parenting is one aspect of the many intentional decisions you must make to design your ideal ...

    54 分鐘
  4. #142. Wages will never increase again. Here's why.

    2024/10/15

    #142. Wages will never increase again. Here's why.

    Despite a generation of no real wage growth, how could wages increase?Trishul examines why wages have stayed flat on a REAL inflation-adjusted basis over the last couple of generations. Globalization, tax law, and legislation favoring corporations have combined to increase wealth inequality and suppress wage growth. And Trishul sees no reason for it to change moving forward. Aaron argues that rewarding productivity and stability will be mutually beneficial to both employers and employees, rat...

    1 小時 3 分鐘
  5. #141. The Unrealized Gains Loophole

    2024/09/17

    #141. The Unrealized Gains Loophole

    Addressing criticisms of Kamala Harris's Unrealized Gain tax plan.The ultra-wealthy pay a lower tax rate than wage earners, meaning the US has a regressive tax system rather than the intended progressive tax system. Kamala Harris's tax plan would address wealth inequality by taxing unrealized gains. A Forbes article provides numerous critiques, and Trishul and Aaron try to address each point.Episode ReferencesForbes: Unrealized Gains Tax is "Capital Punishment"MMS #86: Tax RatesMMS #70: State...

    1 小時 23 分鐘
  6. #140. Buying a home is not an investment, it's location, location, location

    2024/08/20

    #140. Buying a home is not an investment, it's location, location, location

    Rent or buy? How much as a down payment?Most Americans have most of their net worth in their home equity. In this episode, Aaron and Trishul discuss the pros and cons of making a down payment and buying a home. Is it worth making a larger down payment to lower the monthly mortgage? Is it dependent on the growth assumptions of various asset classes or the behavior and discipline of individuals?Episode ReferencesMMS #31: Is Real Estate just a real pain? Or are the psychological benefits worth t...

    1 小時 14 分鐘
  7. #139. Rent-Seeking Exposed: Hidden Costs of Modern Life

    2024/07/16

    #139. Rent-Seeking Exposed: Hidden Costs of Modern Life

    How U.S. government incentives create rent-seeking.In economics, rent-seeking is extracting wealth without adding value. Trishul provides data and examples of how rent-seeking has made lives harder. Home prices, healthcare, and education have all increased more than incomes, and rent-seeking is partially to blame. They look at how the U.S. government has incentivized individuals at the expense of society as a whole.Episode ReferencesMMS #26. Practical advice on navigating a dysfunctional heal...

    1 小時 10 分鐘
  8. #138. Financial Planner tells a story of why Fee-Only matters

    2024/06/11

    #138. Financial Planner tells a story of why Fee-Only matters

    How snowboarding in Park City influenced the genesis of Graystone AdvisorIn this episode, Aaron shares his story of attending due diligence conferences to learn about non-traded REITs. While it was nice to be wined and dined, he started to see where the client's money went and how understanding fees is important. There will always be conflicts of interest, but if you are open and transparent about incentives, you can start down the path of trying to do better.Episode ReferencesNon-Traded REIT...

    1 小時 2 分鐘
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簡介

Welcome to The Mind Money Spectrum Podcast where your hosts 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 Financial Planner from the Bay Area, and Trishul is a Wealth Manager on the East Coast. For more information about Aaron, check out GraystoneAdvisor.com. And for more information on Trishul check out InvestingForever.com. We thank you all for listening, and stay tuned for our latest episode on our website, MindMoneySpectrum.com. 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.

資訊

  • 創作者
    Aaron Agte and Trishul Patel
  • 活躍年代
    2019年 - 2025年
  • 集數
    145
  • 年齡分級
    兒少適宜
  • 版權
    © 2025 The Mind Money Spectrum Podcast. https://graystoneadvisor.com/ https://investingforever.com/
  • 節目網站
    The Mind Money Spectrum Podcast

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