Show cover of The Mind Money Spectrum Podcast

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 And for more information on Trishul check out We thank you all for listening, and stay tuned for our latest episode on our website, 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.


#90. What you need to know about advisory fees. 72:27 08/31/2021
#89. Are independent RIAs better? Here's what to consider first. 62:24 08/24/2021
#88. What's the big deal about the CFP®? 61:59 08/17/2021
#87. What's the smart way to fund a college education these days? 53:49 08/10/2021
#86. How does your True Tax Rate compare with the wealthiest Americans? 56:49 08/03/2021
#85. Everything you need to know about investing in real estate. 52:07 07/27/2021
#84. Is the Yale Model dead? 51:03 07/20/2021
#83. Here's why commodities are an overrated investment. 51:52 07/13/2021
#82. Are you overlooking this stellar asset class? 73:53 07/06/2021
#81. Molly Laughter: Don't refinance those student loans until you listen to this episode. 67:56 06/29/2021
#80. When it comes to investing, this is THE ONE THING you don't want to mess up. 78:29 06/22/2021
#79. Tax-Loss Harvesting 101: Sidestep these mistakes with your DIY strategy. 76:33 06/15/2021
#78. It's not just for executives anymore. Uncover how you too can shelter over $100k a year. 61:03 06/08/2021
#77. What's the real limit on 401k contributions? It's much higher than you think. 75:05 06/01/2021
#76. Not all financial advice is created equal. Here's why. 52:26 05/25/2021
#75. How credible are the purported benefits of financial advice? 76:17 05/18/2021
#74. This hidden benefit of financial independence changes everything. 58:05 05/11/2021
#73. Is direct indexing the future of investing? 54:02 05/04/2021
#72. How many people actually beat the market? 65:10 04/27/2021
#71. Three ways to hack your refinance. 67:56 04/20/2021
#70. Which state pays the highest taxes? These latest numbers will shock you. 49:47 04/13/2021
#69. Uncover the unknown unknowns of cost basis to unlock real savings. 40:52 04/06/2021
#68. Don't get burned by what you don't know about cost basis. 56:19 03/30/2021
#67. If you are in this lucky minority, the Biden Tax Plan will burn you. 69:29 03/23/2021
#66. Brittany Mollica: Master your credit score. 54:12 03/16/2021
#65. The most important financial advice for someone in their 20's. 55:40 03/09/2021
#64. Don't let FOMO take control of this critical part of your life. 60:01 03/02/2021
#63. So what actually happened with GameStop? 59:33 02/23/2021
#62. Don't miss these simple steps when you put your money to work. 66:08 02/16/2021
#61. The market's at an all-time high (again!). Now what? 54:57 02/09/2021