Shows
The Mind Money Spectrum Podcast#147. After FIRE: Why this Wealth Manager won’t retire.Trishul's journey from FIRE to lifestyle practice.Trishul Patel achieved FIRE by building teams to solve problems. After reaching financial independence, his desire to help others led him to accidentally create an lifestyle practice. Now, he focuses on keeping it from growing too large, ensuring it doesn’t interfere with the hobbies he finds most fulfilling.Episode ReferencesMMS #144. What Financial Independence in Your 40's Really Looks LikeMMS #91. Why did Trishul and Aaron choose lifestyle practices?MMS #90. What you need to know about advisory fees.MMS #88. What's th...
2025-03-181h 03
The Mind Money Spectrum Podcast#122. The robots are here! Seriously, now what!?Is AI going to replace Aaron and Trishul?In this episode, Aaron and Trishul discuss the implication of ChatGPT on their (and other) careers. It will likely replace the knowledge they have gained through the CFP program and can answer most client questions directly. Just like a student can outsource a test and a CPA can outsource data entry. The future value may not come from their knowledge but from the ability to help clients who don't know what they don't know. In asking better questions, both about their lives and specific topics, the ability to help...
2023-02-211h 04
The Mind Money Spectrum Podcast#88. What's the big deal about the CFP®?The CFP® is the gold standard in financial planning for individual households.Trishul recently passed the CFP® exam. And so, in this episode, Aaron and Trishul discuss why the CFP® is so important. They discuss the Certified Financial Planner™ exam, continuing education requirements, the Code of Ethics, and the fiduciary standard. While the CFP® is not as academically rigorous as many formal post-graduate degrees, it is ideally suited for personal financial planning. Further, the breadth and depth of examination material help CFPs® uncover and transform planning-related unknown unknowns into known unknowns.Episode References
2021-08-171h 01
The Mind Money Spectrum Podcast#66. Brittany Mollica: Master your credit score.In this episode, Trishul and Aaron are joined by Brittany Mollica, a financial advisor from North Carolina, to discuss credit scores. She explains how your credit score is calculated from all the information in your credit report. By understanding these components, you can identify which actions will help build your credit score when you're just getting off the ground. She then relates what you can do to improve a less-than-ideal credit score. With this knowledge and self-awareness, you can judge when to use credit opportunistically and when to be appropriately cautious.Episode References...
2021-03-1654 min