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Content provided by Aaron Agte and Trishul Patel, Aaron Agte, and Trishul Patel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aaron Agte and Trishul Patel, Aaron Agte, and Trishul Patel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
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#144. What Financial Independence in Your 40's Really Looks Like

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Manage episode 455948276 series 2953307
Content provided by Aaron Agte and Trishul Patel, Aaron Agte, and Trishul Patel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aaron Agte and Trishul Patel, Aaron Agte, and Trishul Patel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Trishul is in his 40's and has achieved FIRE. Aaron is also in his 40's, but is not financially independent. Yet they both lead similar lives. What's the difference?
Trishul achieved FIRE and began writing a blog to help friends and family make better financial decisions. This eventually led to starting a lifestyle practice as a financial advisor. Aaron started a lifestyle business to help people with stock options while having the time to coach his kids' sports teams. Both see the value in making intentional decisions with family lifestyle as the priority. The difference is that Trishul's backup plan is his nest egg, while Aaron's backup plan is his future income potential.
Episode References
MMS #143. FIRE with Kids? Here's How to Make It Work!
MMS #135. Aaron and Trishul discover the meaning of life.
MMS #117. Aaron teaches Trishul how to play fantasy football.
MMS #91. Why did Trishul and Aaron choose lifestyle practices?
MMS #74. This hidden benefit of financial independence changes everything.
MMS #19. Life doesn't need to begin at retirement. Here's why.
MMS #1. What's the big deal about FIRE?
Aaron's blog with friends
Trishul's book with his father

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.

  continue reading

155 episodes

Artwork
iconShare
 
Manage episode 455948276 series 2953307
Content provided by Aaron Agte and Trishul Patel, Aaron Agte, and Trishul Patel. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Aaron Agte and Trishul Patel, Aaron Agte, and Trishul Patel or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Trishul is in his 40's and has achieved FIRE. Aaron is also in his 40's, but is not financially independent. Yet they both lead similar lives. What's the difference?
Trishul achieved FIRE and began writing a blog to help friends and family make better financial decisions. This eventually led to starting a lifestyle practice as a financial advisor. Aaron started a lifestyle business to help people with stock options while having the time to coach his kids' sports teams. Both see the value in making intentional decisions with family lifestyle as the priority. The difference is that Trishul's backup plan is his nest egg, while Aaron's backup plan is his future income potential.
Episode References
MMS #143. FIRE with Kids? Here's How to Make It Work!
MMS #135. Aaron and Trishul discover the meaning of life.
MMS #117. Aaron teaches Trishul how to play fantasy football.
MMS #91. Why did Trishul and Aaron choose lifestyle practices?
MMS #74. This hidden benefit of financial independence changes everything.
MMS #19. Life doesn't need to begin at retirement. Here's why.
MMS #1. What's the big deal about FIRE?
Aaron's blog with friends
Trishul's book with his father

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.

  continue reading

155 episodes

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