
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.
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.
Podcasting since 2019 • 150 episodes
The Mind Money Spectrum Podcast
Latest Episodes
#150. Wealth Manager shares his secret FIRE recipe
The math behind how quickly savings and investments can achieve financial independence.Trishul re-creates the spreadsheet he used to calculate his pursuit of FIRE twenty years ago. He begins with simple time value of money calculations a...
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Season 7
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Episode 6
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1:05:07

#149. More Money Than You Need? Smart Ways to Use It.
Safe withdrawal rates often lead to having more money than you need. What then?Trishul achieved FIRE and then built a business that now sustains his lifestyle. He knows he's on track to have more money than he needs. Aaron and Trishul di...
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Season 7
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Episode 5
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58:12

#148. Why Smart Advisors Don’t Care About Market Drops.
Whether the stock market is up or down, Trishul and Aaron have developed the super power to not care.Stock market downturns often trigger fear among investors. But Aaron and Trishul have developed the ability to simply not care about sto...
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Season 7
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Episode 4
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1:07:25

#147. After FIRE: Why this Wealth Manager won’t retire.
Trishul's journey from FIRE to lifestyle practice.Trishul Patel achieved FIRE by building teams to solve problems. After reaching financial independence, his desire to help others led him to accidentally create an lifestyle practice. Now...
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Season 7
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Episode 3
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1:03:30

#146. A Financial Planner's Journey: from Engineer to Hedge Fund Manager
Trishul's journey from engineer to hedge fund manager.How does an engineer become a hedge fund manager? Trishul Patel shares his journey from engineering to wealth management, bringing his analytical mindset into the world of finance. I...
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Season 7
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Episode 2
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1:05:52
