More Knowledge, More Wealth with Gabriel Shahin Falcon Wealth Planning
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- Business
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Financial Planning is a key element to Gabriel Shanin’s success as he meticulously spends the time to understand his clients to help serve their needs with the company’s niche in Tax Planning. His mission to help serve his clients make the best possible decision and take control of their financial futures.
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Ep. 236 - The Mystery Behind Digital Gold
In this episode of "More Knowledge, More Wealth," Gabriel Shahin, Certified Financial Planner and President of Falcon Wealth Planning, delves into the buzz surrounding Bitcoin. As Bitcoin's value skyrockets and its recent halving event draws attention, Gabriel breaks down the fundamentals of this digital currency.
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Ep. 235 - From Dream to Fortune
In this episode of More Knowledge, More Wealth, Gabriel Shahin sits down with Wendy Dudley, a relationship manager at Falcon Wealth Planning. Together, they delve into the unique challenges and opportunities faced by business owners in managing both their business and personal finances.
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Ep. 234 - Insider Insights and Pitfalls to Avoid
Join Gabriel Shahin, certified financial planner and host of "More Knowledge, More Wealth," as he delves into the complexities of personal finance with guest Kevin Mayo, a managing director at Falcon Wealth Planning. In this episode, Gabriel and Kevin discuss a wide range of topics, including the importance of tax planning, common mistakes made by individual investors, and the evolving role of technology in financial services.
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Ep. 233 - Vanguard vs. Falcon Wealth Planning
In this episode of "More Knowledge, More Wealth," host Gabriel Shahin, has a conversation with his brother Matthew about his recent transition from Vanguard to Falcon Wealth Planning. Together, they compare and contrast their experiences at Vanguard and Falcon Wealth, shedding light on the differences in approach and services offered.
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Ep. 232 - Strategies for Tax-Efficient Retirement Planning
In this episode of "More Knowledge, More Wealth," Gabriel Shahin, Certified Financial Planner and host, dives deep into the intricate world of retirement planning. Shahin provides invaluable insights into various aspects of retirement planning, debunking common misconceptions and shedding light on often overlooked factors. He stresses the necessity of comprehensive financial assessments tailored to individual situations, advocating for proactive strategies that prioritize tax efficiency and financial security.
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Ep. 231 - Lessons from Day Trading Debacles
In this episode, Gabriel delves into the perils of day trading through a personal journey shared by his cousin, Ronnie. Gabriel provides a candid analysis of Ronnie's experience, from the allure of day trading to the sobering realization of its risks.
Gabriel emphasizes the importance of a strategic, long-term investment approach, contrasting the allure of quick gains with the stability of index funds like the Vanguard Total Stock Market Index. Through text message exchanges with Ronnie, Gabriel navigates the pitfalls of day trading, offering insights into sustainable wealth accumulation and the power of compound returns.
Customer Reviews
Business Owner
I really like Gabriel’s ideas for business owners. Every time I listen, I learn a new strategy.
Very Informative
This podcast has guided me in a more positive direction with my finances. I know what questions I should be asking myself and learned simple techniques to save me a lot of money. Thank you!
Great Info
Gabriel shares great info. I’m looking forward to listening to the next episode!