64 episodes

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 Pennsylvania and in other jurisdictions where exempted.

The Mind Money Spectrum Podcas‪t‬ Aaron Agte and Trishul Patel

    • Investing
    • 5.0 • 8 Ratings

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 Pennsylvania and in other jurisdictions where exempted.

    #64. Don't let FOMO take control of this critical part of your life.

    #64. Don't let FOMO take control of this critical part of your life.

    Focus on process to reduce FOMO.

    • 1 hr
    #63. So what actually happened with GameStop?

    #63. So what actually happened with GameStop?

    The GameStop saga will go down in the historybooks. Here's why.

    • 59 min
    #62. Don't miss these simple steps when you put your money to work.

    #62. Don't miss these simple steps when you put your money to work.

    The logistics of opening a Roth IRA and investing.

    • 1 hr 6 min
    #61. The market's at an all-time high (again!). Now what?

    #61. The market's at an all-time high (again!). Now what?

    Focus on process to mitigate the impact of emotions when investing at all-time highs.

    • 54 min
    #60. What's the best way to beat Bitcoin Madness? We uncover facts that nobody ever told you.

    #60. What's the best way to beat Bitcoin Madness? We uncover facts that nobody ever told you.

    How to start thinking about Bitcoin.

    • 56 min
    #59. Stock options are risky business. Here's when they can actually make sense.

    #59. Stock options are risky business. Here's when they can actually make sense.

    Consider these parallels between trading calls and puts and how insurance companies and casinos make money.

    • 1 hr 1 min

Customer Reviews

5.0 out of 5
8 Ratings

8 Ratings

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