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.

#43. Is your asset allocation putting your retirement at risk? The Mind Money Spectrum Podcast

In this episode, Trishul and Aaron discuss the risks and rewards of potential investments across various asset allocation decisions. They cover cash, bonds, stocks, options, and other even more exotic instruments. What are the two variables that determine the risk-return profile of a bond? And where do small-cap and international stocks fit into the big picture? And what about the idiosyncratic risk of a single stock versus a diversified basket? If you understand these various risks and rewards, how do you then figure out what is appropriate for your specific situation?Episode ReferencesMMS – #2. Buying stocks can be fun, but don’t fall into these common traps.MMS – #41. What does academia have to say about what really works when investing in stocks?MMS – #42. Investment strategies evolve, but is your portfolio stuck in a foregone era?MMS – #13. Is Real Estate just a real pain?Graystone Advisor – I sat in cash while the market was up 42%Graystone Advisor – Buying Stocks For FunGraystone Advisor – Netflix Employee Supplemental Stock OptionsInvesting Forever – Why invest in one thing over another?Investing Forever – Efficient Market HypothesisInvesting Forever – Risk, EverywhereInvesting Forever – Why buy-and-hold can save you bigCFA – Setting the record straight on asset allocationInvestopedia – Tax Treatment for Call & Put OptionsUS 10 Year TreasuriesMax My InterestConsumer Price IndexWhat SIPC ProtectsFDICWhy Money Market Funds Break The BuckDifference Between Preferred Stock and Common StockAnnual Asset Class ReturnsThe Case Against Investing In CommoditiesZero-Sum GamePodcast Description 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.
  1. #43. Is your asset allocation putting your retirement at risk?
  2. #42. Investment strategies evolve, but is your portfolio stuck in a foregone era?
  3. #41. What does academia have to say about what really works when investing in stocks?
  4. #40. Will our eternal love of debt sacrifice our children’s future?
  5. #39. Can surpassing the five stages of grief help you to conquer the pandemic?
  6. #38. The U.S. tax system is screwing you over. Here’s what you can do about it.
  7. #37. How to get rich and never pay a dollar in taxes.
  8. #36. Can the right financial advice really shave off years of having to work?
  9. #35. Parents: How to face an impossible decision without losing your sanity.
  10. #34. How do RSUs work?

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