136 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 Florida and in other jurisdictions where exempted.

The Mind Money Spectrum Podcast Aaron Agte and Trishul Patel

    • Business
    • 5.0 • 11 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 Florida and in other jurisdictions where exempted.

    #136. David Shapiro: How can we prepare for the Fourth Industrial Revolution?

    #136. David Shapiro: How can we prepare for the Fourth Industrial Revolution?

    Bring on 80% unemployment!

    In this episode, David Shapiro joins Trishul and Aaron to discuss AI and the Fourth Industrial Revolution. Where are we now with technology and society, and where are we going? What is the future of AI at the individual, corporate, and state levels? How does AI affect different jobs? How does AI interact with capitalism in America? If 80% of society is unemployed, how do individuals and society thrive?

    Episode References
    David Shapiro YouTube
    MMS #135. Aaron and Trishul discover the meaning of life.
    MMS #131. We don't need no education.
    MMS #121. The robots are here! Now what?
    MMS #122. The robots are here! Seriously, now what!?
    MMS #123. I, for one, welcome our new AI robot overlords.
    MMS #126. The robots are here! Are humans finished?
    MMS #27. Can a Universal Basic Income really pay for itself?
    Ikigai
    Perplexity
    Self-Determination Theory
    Living Deliberately
    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.

    • 1 hr 25 min
    #135. Aaron and Trishul discover the meaning of life.

    #135. Aaron and Trishul discover the meaning of life.

    If a Tesla robot can fold your laundry (and do all the other chores), how do you spend your time? What do you take pride in?

    In a world where robots handle our chores, what becomes of human time? How should we guide children into adulthood? Aaron and Trishul explore these questions, delving into Maslow's Hierarchy of Needs. They contrast the past, where activities fulfilled both basic and self-fulfillment needs, with a future where self-esteem must be cultivated separately from safety and security. With all needs provided for, the quest becomes: How do we discover our purpose? And crucially, how do we impart this quest for purpose to the next generation?

    Episode References
    MMS #3: Does money buy happiness?
    What is the Rabbit?
    Maslow's Hierarchy of Needs
    Tesla Robot Folding Shirt
    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.

    • 1 hr 4 min
    #134. Stuff. Lots and lots of cheap stuff.

    #134. Stuff. Lots and lots of cheap stuff.

    Stuff is cheap. You should spend more on experiences.

    In this episode, Trishul and Aaron dive into the world of "stuff." They reflect on their spending patterns and attitudes towards material goods versus life-enriching experiences. As the affordability of items increases, they explore strategies to avoid overconsumption, considering not only the physical space it occupies but also its broader impact on life. They propose a thought-provoking idea: true wealth comes from desiring less than what you own, understanding that no quantity of material possessions can surpass the happiness brought by appreciating what you already have.

    Episode References
    MMS #3: Does money buy happiness?
    MMS #65: The most important financial advice in your 20's
    MMS #112: Here's why you need to spend more
    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.

    • 1 hr 6 min
    #133. How to emotionally prepare for an IPO

    #133. How to emotionally prepare for an IPO

    How do you navigate the emotional landscape of deciding whether to sell or hold stock when there's no pressing financial goal guiding your choice?

    In this episode, Aaron explores a unique situation: a client facing an IPO without needing to sell stock for their lifestyle. Trishul weighs in with the concept of 'homo economicus' and frameworks for handling concentrated stock positions. They delve into the emotional journey of such financial decisions. What's the impact of holding onto stock through a crash, or selling it and seeing it soar? Join us for a deep dive into the complex interplay of finance, emotion, and life-changing choices.

    Episode References
    Meg Bartelt - Giant Pile of Company Stock
    What to do after a windfall?
    Homo Economicus
    Graystone Advisor: Buying Stocks For Fun
    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.

    • 1 hr 9 min
    #132. Why would you ever want to be a W-2 employee anymore?

    #132. Why would you ever want to be a W-2 employee anymore?

    W-2 employees can still have an entrepreneurial mindset, right?

    In this episode, Trishul and Aaron examine mechanical differences between W-2 employees and self-employed individuals, including contractors. While W-2 employees get several benefit-related decisions made for them, they also have to take the employer's choices. A psychological growth mindset can help. Do you prefer "Entrepreneur's GET to figure everything out for themselves" or "Entrepreneurs HAVE to figure out everything for themselves"? The world may be moving towards the latter whether you like it or not.

    Episode References
    MMS #129: Ideal day, week...and societal expectations?
    Motley Fool: 1099 vs W-2
    Forbes: W-2 vs 1099
    Neil deGrasse Tyson: Let the kid grab the egg
    Quickbooks: 1099 vs W-2
    Kitces: S-Corp reduces self-employment taxes
    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.

    • 1 hr 4 min
    #131. We don't need no education.

    #131. We don't need no education.

    Education is designed to produce employees, not entrepreneurs.

    In this episode, Aaron and Trishul reflect on whether their advice applies to most people. Not everyone can structure their calendars like small business owners. For those who are hard-working and ambitious early in their careers, there are a few different ways to enact a mindset shift to allow them to pursue the freedoms they want in life. Trishul further argues that our current education system pushes students towards being a cog within a large organization and that a better education system might allow more people to pursue their passions earlier in life.

    Episode References
    MMS #129: Ideal day, week...and societal expectations?
    MMS #130. Manage expectations to cultivate your ideal year.
    Jeff Sandefer TED Talk
    How to Seek Validation from Within
    The Gap and the Gain
    Adam Smith The Wealth of Nation
    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.

    • 1 hr 12 min

Customer Reviews

5.0 out of 5
11 Ratings

11 Ratings

Top Podcasts In Business

REAL AF with Andy Frisella
Andy Frisella #100to0
Money Stuff: The Podcast
Bloomberg
Money Rehab with Nicole Lapin
Money News Network
The Ramsey Show
Ramsey Network
Think Fast, Talk Smart: Communication Techniques
Stanford GSB
Habits and Hustle
Jen Cohen and Habit Nest