115 episodes

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.

More Knowledge, More Wealth with Gabriel Shahin Falcon Wealth Planning

    • Business
    • 4.8 • 22 Ratings

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.

    Ep. 239 - Mastering Business Basics

    Ep. 239 - Mastering Business Basics

    Join Gabriel Shahin on 'More Knowledge, More Wealth' for expert advice on starting a business. Learn step-by-step how to launch your venture, from planning to navigating legal and financial hurdles. Discover why traditional business plans aren't always necessary and get practical tips for success. Tune in now to kickstart your entrepreneurial journey!

    • 27 min
    Ep. 238 - The True Value of Your Financial Advisor

    Ep. 238 - The True Value of Your Financial Advisor

    Join Gabriel Shahin, CFP® and host of "More Knowledge, More Wealth," as he delves into the vital role of financial advisors beyond just managing investments. In this episode, Gabriel sheds light on the misconceptions surrounding robo-advisors and challenges the notion that investment management alone suffices as financial guidance. He emphasizes the importance of holistic financial planning, which encompasses tax strategies, estate planning, and business considerations.

    • 27 min
    Ep. 237 - Tax Proposals and Financial Strategy

    Ep. 237 - Tax Proposals and Financial Strategy

    In this episode of "More Knowledge, More Wealth," Gabriel Shahin, Certified Financial Planner and President of Falcon Wealth Planning, dives into the current landscape of tax proposals and their potential impact on personal finance. With a blend of insight, frustration, and humor, Gabriel unpacks the illogical aspects of proposals like taxing unrealized gains and raising capital gains rates to 44.6%. He offers a critical analysis of the implications for businesses, investments, and the middle class, emphasizing the importance of proactive financial planning.

    • 27 min
    Ep. 236 - The Mystery Behind Bitcoin

    Ep. 236 - The Mystery Behind Bitcoin

    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.

    • 28 min
    Ep. 235 - From Dream to Fortune

    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.

    • 27 min
    Ep. 234 - Insider Insights and Pitfalls to Avoid

    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.

    • 27 min

Customer Reviews

4.8 out of 5
22 Ratings

22 Ratings

KatieMT34 ,

Business Owner

I really like Gabriel’s ideas for business owners. Every time I listen, I learn a new strategy.

malikaestrada ,

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!

PhoebeH24 ,

Great Info

Gabriel shares great info. I’m looking forward to listening to the next episode!

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