Trishul Patel, CFP®, MBA Investing Forever Advisory

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About Trishul Patel, CFP®, MBA

My name is Trishul Patel, CFP®. I achieved financial independence before 40, and with my 100% virtual advisory business, I get up every day to help others do the same. To get where I am, I prioritized aggressive savings and identified the things that are truly important in my life.

Beyond finance and investing, I am an entrepreneur and problem solver at heart. Creativity and curiosity have always been a part of me. At an early age, I began soldering analog circuits, building computers, and programming simple games. Academically, I also have a few degrees from Cornell University.

I have been investing for almost two decades. Over my professional career, I’ve designed large-scale financial applications for tier-one banks. I likewise managed an exotic options book for a private firm based out of South-East Asia, generating over $750 million in revenue in three years. And I was a Portfolio Manager for a Hedge Fund, managing over $100 million in assets.

Nothing inspires me more than discovering others who are following their dreams. I often feed off the energy of those around me and I enjoy healthy debate and intellectual discourse, especially when it comes to topics that I love and enjoy, such as investing. From my perspective, I simply possess an insatiable desire to learn, understand, and help others.

These days, in addition to helping my clients accomplish their financial and investment goals, I also enjoy blogging, podcasting, biking, and hiking with my wife and daughter.

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Recently Published

#107. It's a new year! So now what?

January 18, 2022

Resolutions and blocking off calendar, and controlling time and your schedule. Don't forget 401k contributions, ISO exercises.

In this episode, Trishul and Aaron talk about things they consider at the beginning of the year. They double-check savings rates based on raises and current 401k limits, and they evaluate the exercise of ISOs. They also evaluate many age-based topics, such as RMDs, QCDs, Medicare, and Social Security. But consider your big rocks first. It doesn't have to be a New Year's Resolution because a new habit can start at any time. So what boulders have you been neglecting lately?

Episode References

MMS #57. Be proactive in January to save big on these three things
Build Back Better Act: Timeline
OneWheel
How to create a successful new year plan
Who is eligible for Medicare
Age Reduction
QCDs
UGMA or UTMA

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.

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#106. Retirement planning around longevity: what you need to consider.

January 4, 2022

Longevity and life expectancy assumptions in financial planning projections.

In this episode, Aaron and Trishul discuss planning issues related to longevity and life expectancy. Retirement projections require an end date, but choosing one is an art rather than a science. The process requires assimilating incongruent datasets and incorporating human emotion. But then what happens if longevity continues to increase? Our hosts get a little wonky as they bring up FIRE, safe withdrawal rates, Medicare, and The Good Place.

Episode References

Life Expectancy
Death vs Disability
Odds of Dying
SSA: Actuarial Life Table
Life Expectancy: Singapore vs US
Japanese Scientists Develop Aging Vaccine
Supercentenarians
Human aging process biologically reversed

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.

Read the full post →

#105. Which life lessons matter the most to your long-term success?

December 21, 2021

The life lessons of skiing and snowboarding are different for kids and adults.

How do skiing and snowboarding relate to teaching children grit? How do you learn to say 'no'? And where does "Zelda: Breath of the Wild" fit in with all this? In this episode, Trishul and Aaron discuss how winter sports and video games serve as examples of the balance between pushing through failure and knowing when to quit.

Episode References

MMS #6. The Difference Between Well-Being and Happiness
MMS #93. How to give up and quit like a pro.
MMS #8. Do You Actually Need More Stress in Your Life?
MMS #17. How to Take Advantage of Your Lazy Brain
Malcolm Gladwell: 10,000 Hours Rule Explained
Wikihow: Develop Grit
Wikihow: Snowboard
Wikihow: Ski

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.

Read the full post →

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Ideal Clients

  • FIRE (Financial Independence Retire Early)
  • Gen X
  • Investment Planning & Management
  • Wealth Management

Ways Advisor Charges

  • Monthly Fee
  • Quarterly Fee
  • Flat Fee
  • Assets Under Management

Fee Options

  • Monthly Fee: $350+/mo
  • Quarterly Fee: $1050+/qtr
  • Flat Fee: $400+/engagement
  • Assets Under Management: 0.56%

SEC Records

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