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.
#166. How we actually invest. – The Mind Money Spectrum Podcast
Asset allocation and tax efficiency make a difference.Despite the ease of VT, we don’t actually use it for clients or our own investments. Asset allocation, asset location, tax-loss harvesting, and rebalancing can all improve an investment strategy beyond basic buy-and-hold.Episode ReferencesMMS #152. Set It and Forget It: The Power of Financial AutomationMMS #115. Tax-Loss Harvesting 202: If you're really serious about it, listen here first.MMS #82. Are you overlooking this stellar asset class?MMS #79. Tax-Loss Harvesting 101: Sidestep these mistakes with your DIY strategy.MMS #73. Is direct indexing the future of investing?2025 US vs International stock returnsAaron 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.
- #166. How we actually invest.
- #165. One of the greatest inventions in human history.
- #164. Which one of us is the weird one?
- #163. Will AI kill public stocks?
- #162. What if maintenance is the point?
- #161. Don't wait until retirement to live your life.
- #160. Mistakes people make five years before retirement
- #159. We need more humans.
- #158. Wealth Manager predicts AI will end real estate
- #157. What the hell is jobless growth?
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