The Mind Money Spectrum Podcast

By Aaron Agte and Trishul Patel

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.

  1. 1.
    #67. If you are in this lucky minority, the Biden Tax Plan will burn you.
    1:09:29
  2. 2.
    #66. Brittany Mollica: Master your credit score.
    54:12
  3. 3.
    #65. The most important financial advice for someone in their 20's.
    55:40
  4. 4.
    #64. Don't let FOMO take control of this critical part of your life.
    1:00:01
  5. 5.
    #63. So what actually happened with GameStop?
    59:33
  6. 6.
    #62. Don't miss these simple steps when you put your money to work.
    1:06:08
  7. 7.
    #61. The market's at an all-time high (again!). Now what?
    54:57
  8. 8.
    #60. What's the best way to beat Bitcoin Madness? We uncover facts that nobody ever told you.
    56:30
  1. 9.
    #59. Stock options are risky business. Here's when they can actually make sense.
    1:01:59
  2. 10.
    #58. How can a pandemic lead to all-time highs in the market?
    45:11
  3. 11.
    #57. Be proactive in January to save big on these three things.
    46:59
  4. 12.
    #56 The most important rule in finance.
    51:07
  5. 13.
    #55. Keep these tips in mind for a worry-free New Year's Eve.
    35:43
  6. 14.
    #54. Get the most bang for your buck with this sure-fire gift-giving hack.
    46:42
  7. 15.
    #53. The statistical reality of Buffett's wealth will knock you off your feet.
    53:40
  8. 16.
    #52. 1st year retrospective: Our favorite episodes and what you missed.
    1:04:44
  9. 17.
    #51. How to make your New Year's resolutions a reality.
    54:14
  10. 18.
    #50. Getting married? This hidden strategy could pay for your honeymoon.
    46:33
  11. 19.
    #49. Gift like a Pro. Don't let the Tax Man steal your holiday cheer.
    51:15
  12. 20.
    #48. Use it or lose it. When the year ends so does your opportunity for big tax savings.
    49:30
  13. 21.
    #47. How to "buy" a politician and get away with it.
    57:44
  14. 22.
    #46. Elections create financial opportunities, but not in the way you think.
    54:15
  15. 23.
    #45. Politicians don't want you to know this about our dysfunctional voting system.
    58:00
  16. 24.
    #44. Don't let too much of a good thing leave you in financial ruin.
    50:22
  17. 25.
    #43. Is your asset allocation putting your retirement at risk?
    1:10:05
  18. 26.
    #42. Investment strategies evolve, but is your portfolio stuck in a foregone era?
    59:35
  19. 27.
    #41. What does academia have to say about what really works when investing in stocks?
    58:05
  20. 28.
    #40. Will our eternal love of debt sacrifice our children's future?
    54:56
  21. 29.
    #39. Can surpassing the five stages of grief help you to conquer the pandemic?
    50:16
  22. 30.
    #38. The U.S. tax system is screwing you over. Here's what you can do about it.
    48:34
  23. 31.
    #37. How to get rich and never pay a dollar in taxes.
    55:05
  24. 32.
    #36. Can the right financial advice really shave off years of having to work?
    51:54
  25. 33.
    #35. Parents: How to face an impossible decision without losing your sanity.
    42:38
  26. 34.
    #34. How do RSUs work?
    50:22
  27. 35.
    #33. If you have Incentive Stock Options, you need to listen to this episode.
    1:07:31
  28. 36.
    #32. These estate planning tips can save you big time. But only if you plan ahead.
    48:52
  29. 37.
    #31. Watch out for these costly mistakes with your taxable investments.
    51:45
  30. 38.
    #30. How to unlock the power of the Roth to turbocharge your retirement goals.
    38:47
  31. 39.
    #29. Want to retire before you turn 70? Tee up big savings with these tips.
    47:20
  32. 40.
    #28. Is a million dollar higher education worth it? Your kids may not think so.
    52:06
  33. 41.
    #27. Can a Universal Basic Income really pay for itself?
    51:19
  34. 42.
    #26. Practical advice on navigating a dysfunctional healthcare system.
    52:20
  35. 43.
    #25. The cost of higher education is too high. Here's what you can do about it.
    51:46
  36. 44.
    #24. Always shop around for insurance, and above all avoid these common traps.
    49:10
  37. 45.
    #23. Molly Laughter: How to conquer debt and still get ahead.
    50:40
  38. 46.
    #22. COVID-19 Retrospective: What did you miss?
    50:34
  39. 47.
    #21. Why the VIX is useless.
    47:11
  40. 48.
    #20. When markets crash, ignore this critical advice at your peril.
    43:24
  41. 49.
    #19. Life doesn't need to begin at retirement. Here's why.
    52:34
  42. 50.
    #18. Why happiness is not the answer to your problems.
    56:53

Listen to The Mind Money Spectrum Podcast now.

Listen to The Mind Money Spectrum Podcast in full in the Spotify app