The Mind Money Spectrum Podcast
#138. Financial Planner tells a story of why Fee-Only matters
How snowboarding in Park City influenced the genesis of Graystone Advisor
In this episode, Aaron shares his story of attending due diligence conferences to learn about non-traded REITs. While it was nice to be wined and dined, he started to see where the client's money went and how understanding fees is important. There will always be conflicts of interest, but if you are open and transparent about incentives, you can start down the path of trying to do better.
Episode References
Non-Traded REIT
Blue Vault Report
Investing Forever - Follow the Money
Fee-Only Network: Trishul Patel
Fee-Only Netowrk: Aaron Agte
NAPFA:
NAPFA: Aaron Agte
XYPN: Aaron Agte
XYPN: Trishul Patel
Investing Forever - Three Key Benefits
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.
How snowboarding in Park City influenced the genesis of Graystone Advisor
In this episode, Aaron shares his story of attending due diligence conferences to learn about non-traded REITs. While it was nice to be wined and dined, he started to see where the client's money went and how understanding fees is important. There will always be conflicts of interest, but if you are open and transparent about incentives, you can start down the path of trying to do better.
Episode References
Non-Traded REIT
Blue Vault Report
Investing Forever - Follow the Money
Fee-Only Network: Trishul Patel
Fee-Only Netowrk: Aaron Agte
NAPFA:
NAPFA: Aaron Agte
XYPN: Aaron Agte
XYPN: Trishul Patel
Investing Forever - Three Key Benefits
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.