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

#99. ISO University: Congrats, you're hired! Now follow these steps with your new ISOs.

November 2, 2021

What should you look for when you first receive an ISO grant?

In this episode, Aaron and Trishul discuss what you should look for when you begin working for a pre-IPO company and receive a grant of Incentive Stock Options. AMT isn't a concern just yet, but your investment risk is significant. Between QSBS and 83b elections, there are a few critical actions you can take right away. But most of the time, a "wait-and-see" approach will work just as well.

Episode References

MMS #33. If you have Incentive Stock Options, you need to listen to this episode.
MMS #21. Why the VIX is useless.
Graystone Advisor - When do I Exercise my Incentive Stock Options?
XYPN: Your Guide to Stock Compensation
Taxes: ISO $100k limits, 83b Election, Rule 3921, AMT Tax
ISO vs NSO for 83b Elections
ISOs and 83b Election
$100k ISO Limitation
83b Election

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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#98. Why do the rich keep getting richer? The shocking truth behind the Pandora Papers.

October 26, 2021

Pandora Papers: Round three of leaks behind the wealth for rich and famous.

In this episode, Trishul and Aaron discuss the Pandora Papers. Similar to the Panama Papers leak from 2016, this new investigation further reveals how the wealthy and powerful use offshore tax havens to shelter trillions in assets. But how does this influence the average American? It turns out its impact on you and your family is more extensive than you think. This latest exposure illuminates a significant global issue, but highlighting a concern is only the first step in combating a problem.

Episode References

MMS: #37. How to get rich and never pay a dollar in taxes.
ICIJ: Pandora Papers
ICIJ: Pandora Papers FAQ
Reddit: Pandora Papers
Ireland increase in corporate tax rate affects Facebook, Google, Apple
PanamaPapers.org
Anonymous Trust
Wiki: Panama Papers
Wiki: Paradise Papers
Wiki: Pandora Papers
Pressure mounts on leaders revealed in Pandora Papers leak
How Many Billionaires are There in the World?
All of the World's Wealth in One Visualization

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 →

#97. Blockchain is here to stay, but how much crypto is too much?

October 19, 2021

How much money should you put in Robinhood and crypto?

In this episode, Aaron and Trishul discuss how much money you should invest in crypto. Similar to investing in single stocks, there are some rules of thumb to consider. Do you already save enough for retirement? Is your emergency fund adequate? Does your lifestyle depend on this money? If you're well covered, then the added risk of that Bitcoin position might be worth it to you. Even so, Trishul introduces a great analogy to the dot-com bubble in the '90s. How do you know if you are buying Amazon or Pets.com? So don't forget the big picture here, as there's always an opportunity cost to consider when making any investment decision.

Episode References

MMS #2: Buying stocks can be fun, but don't fall into these common traps. A quick intro to investing outside of your IRA.
MMS #60: What's the best way to beat Bitcoin Madness?
Regulators RAcing Towards Rules on Cryptocurrency
MiamiCoin
DotCom Pets.com
Bitcoin ETF coming, but there's a catch
CoinMarketCap
Global GDP
ICO: Initial Coin Offering
Optimism Bias

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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