May 12 2020 50 mins 1
In this episode, Aaron and Trishul bring everything back to the present. What happened in the markets in the last couple of months? Has the coronavirus curve flattened yet? What were some of the strategies and tactics they implemented with clients? And more importantly, what's going on with their lives and how are they holding up these days? While the market continues to show volatility, it turns out it's their lifestyle changes that have had a bigger impact on their well-being. Episode References Recovering from Investment Losses Closing milestones of the S&P 500 Investing Forever - Market Timing 101 Investing Forever - Coronavirus: What Do We Know Now? Investing Forever - Recency Bias Investing Forever - The World's Most Expensive Hobby Don't Rely on Headlines Investing Forever - Don't Leave Money On the Table When (and When Not) to Refinance Your Mortgage Roth IRA Conversion Rules Using Tax-Loss Harvesting to Improve Investment Returns Jackbox Games Cosmic Kids Yoga 1918 Flu Pandemic The Best Ways to Give the Gift of Stocks Naipaul - Half a Life Murakami - A Wild Sheep Chase Podcast 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.
