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The Mind Money Spectrum Podcast

The Mind Money Spectrum Podcast

Written by: Aaron Agte and Trishul Patel
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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.© 2025 The Mind Money Spectrum Podcast. https://graystoneadvisor.com/ https://investingforever.com/
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Episodes
  • #156. Should your daughter go to Cornell or NotCornell?
    Dec 9 2025

    If your child has a free ride to multiple universities, how would you help them decide which school and major?

    Two financial advisors try to separate the value of higher education from all the ancillary benefits of college. If every course lecture is available online for free, should college cost so much? Are the fuzzier benefits worth the tuition and room and board? Would you be better going to NotCornell for half the cost?

    Episode References

    MMS #131. We don't need no education.
    MMS #87. What's the smart way to fund a college education these days?
    MMS #28. Is a million dollar higher education worth it? Your kids may not think so.
    Accepted (movie)

    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.

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    1 hr and 8 mins
  • #155. Future Jobs for Kids
    Nov 11 2025

    What recommendations would you give a high schooler to prepare them for their working career?

    Aaron starts with the question of what college major would you recommend to a high schooler to prepare them for their working career? Trishul immediately questions whether college is even worth it. If both agree that entrepreneurship makes the most sense, how do you encourage teenagers to develop the necessary skills and ambition. Is work experience more valuable than education and networking?

    Episode References
    MMS #142. Wages will never increase again. Here's why.
    MMS #132. Why would you ever want to be a W-2 employee anymore?
    MMS #123. I, for one, welcome our new AI robot overlords.
    MMS #122. The robots are here! Seriously, now what!?
    MMS #28. Is a million dollar higher education worth it? Your kids may not think so.

    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.

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    1 hr and 4 mins
  • #154. Seasonal Financial Planning: Focusing on the Right Topics at the Right Time
    Oct 14 2025

    Financial planners use the seasons to guide which annual topics to focus on.

    Managing all your financial tasks can feel daunting and overwhelming. Good financial planning helps identify the priorities that need to be taken care of first. It also uses the seasons and various deadlines as themes for deciding which topics to work on. By taking one step at a time, it’s not long until your entire financial picture is running like a well-oiled machine.

    Episode References
    MMS #130. Manage expectations to cultivate your ideal year.
    MMS #103. Don't miss out on big savings during Open Enrollment Season.
    MMS #107. It's a new year! So now what?
    MMS #100. ISO University: Your guide to navigating ISOs in a pre-IPO company.
    MMS #120. Planning for downtime during the holiday season
    MMS #117. Aaron teaches Trishul how to play fantasy football.
    MMS #111. The math behind March Madness and Buffett's Billions.
    Carl Richards, Next Smallest Action

    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.

    Show More Show Less
    1 hr and 5 mins
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