137 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.

    #137. You can't pay someone for free money.

    #137. You can't pay someone for free money.

    The red flags of TikTok financial videos.In this episode, Trishul and Aaron discuss the problem of trying to pare down financial advice to soundbites. TikTok financial videos can contain red flags ranging from likely inappropriate to downright wrong. Anytime we hear passive investing, real estate, crypto, or "Don't invest in your 401k", we immediately assume the video has some ulterior motive.Episode ReferencesMMS #3: Does money buy happiness?Trishul Patel - CRDInvesting Forever Advisory - CR...

    • 1 hr 6 min
    #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 ReferencesDavid Shapiro YouTubeMMS #135. Aaron and Trishul...

    • 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 secu...

    • 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...

    • 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 thro...

    • 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 them...

    • 1 hr 4 min

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11 Ratings

11 Ratings

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