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#127. When it is okay to not save enough?

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Manage episode 371592070 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://player.fm/legal.

Aaron and Trishul think it's okay not to save. WHAT?!?!
In this episode, Aaron and Trishul discuss scenarios when it is okay not to save for the future. When is traditional financial planning too conservative? When taking a life planning approach, it's okay to prioritize well-being over prudent financial decisions. It may require future flexibility, but with good process and intention, you should feel like you are living the life you want rather than making a sacrifice.
Episode References
MMS: What's the big deal about FIRE?
MMS: Most important financial advice for someone in their 20's
Kitces: 3 Types of Retirement
MMS: #15. George Kinder: Three life questions that will change everything.

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

138 episodes

Artwork
iconShare
 
Manage episode 371592070 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://player.fm/legal.

Aaron and Trishul think it's okay not to save. WHAT?!?!
In this episode, Aaron and Trishul discuss scenarios when it is okay not to save for the future. When is traditional financial planning too conservative? When taking a life planning approach, it's okay to prioritize well-being over prudent financial decisions. It may require future flexibility, but with good process and intention, you should feel like you are living the life you want rather than making a sacrifice.
Episode References
MMS: What's the big deal about FIRE?
MMS: Most important financial advice for someone in their 20's
Kitces: 3 Types of Retirement
MMS: #15. George Kinder: Three life questions that will change everything.

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

138 episodes

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