Falcon Wealth Planning

More Knowledge, More Wealth with Gabriel Shahin

Business EN ↓ 219 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.

Author

Falcon Wealth Planning

Category

Business

Latest episode

Jul 6, 2026

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Episodes

Ep. 218 - Financial Advisor Woes and 7 Essential Year-End Planning Techniques 16.12.2023

Join Gabriel Shahin, CFP® and the host of More Knowledge, More Wealth, as he discusses responsible financial advising, using a recent JP Morgan case as an example. Gabriel provides a concise year-end checklist, covering retirement accounts, charitable giving, and spending evaluations. Tune in for practical advice, expert insights, and tips to navigate the financial challenges within your own life....

Ep. 217 - Navigating the Economic Landscape: A Year-End Review and Outlook 09.12.2023

Join Gabriel Shahin, CFP® and the host of More Knowledge, More Wealth, as he breaks down the economic highlights of November and recaps the entire year. From GDP growth and employment figures to retail sales and global market performance, Gabriel provides a concise yet comprehensive overview. Emphasizing the importance of staying diversified and globally invested, he offers valuable insights for n...

Ep. 216 - Wealth Wisdom Unleashed with Gabriel Shahin 02.12.2023

Join Gabriel Shahin, CFP® and the host of More Knowledge, More Wealth, as he dives into the crucial topics of personal finance, offering invaluable knowledge to help you build and grow your wealth. From smart investment strategies to navigating retirement planning, tax insights, and more, Gabriel shares practical tips that can elevate your financial well-being. Tune in for practical advice, expert...

Ep. 215 - Mastering Your Wealth: Top 10 Retirement Planning Exercises (Part 2) 25.11.2023

Join Gabriel Shahin, CFP® and the host of More Knowledge, More Wealth, as he guides listeners through the second part of the top 10 retirement planning exercises. This week's focus includes essential strategies like keeping investment costs low, controlling taxes, and understanding the intricacies of diverse markets. Gabriel also highlights the importance of emotional control in investing, off...

Ep. 214 - Top 10 Retirement Planning Exercises 18.11.2023

Join Gabriel Shahin, CFP® and the host of More Knowledge, More Wealth, as he delves into the essential retirement planning exercises. He emphasizes the importance of assessing one's financial situation, understanding longevity, and the impact of inflation on retirement expenses. Tune in for practical advice, expert insights, and tips to navigate the financial challenges within your own life. I...

Ep. 213 - Navigating Wealth: The True Cost of Your Commute 11.11.2023

Join Gabriel Shahin, CFP® and the host of More Knowledge, More Wealth, as he delves into the often-overlooked financial aspects of choosing a home, emphasizing the impact of commuting distances on overall costs. He breaks down the financial considerations beyond the mortgage, discussing the hidden expenses associated with longer commutes, such as increased fuel costs, maintenance, and the value of...

Ep. 212 - Unpacking Inflation's Impact: From Shrinkflation to Employment Inflation 04.11.2023

Join Gabriel Shahin, CFP® and the host of More Knowledge, More Wealth, as he delves into inflation's impact on personal finance and the economy. He discusses various forms, like "shrinkflation," "employment inflation," "competitive inflation," and the ripple effect of fiscal policies. Tune in for practical advice, expert insights, and tips to navigate the financia...

Ep. 211 - Feeling Uncomfortable 27.10.2023

Join Gabriel Shahin, CFP® and the host of More Knowledge, More Wealth, as he delves into how the stock market has been down severely, causing some to feel uncomfortable when investing money or handling their portfolios. Tune in for practical advice, expert insights, and tips to navigate the financial challenges within your own life. If you're looking for personalized guidance, Falcon Wealth Pl...

Ep. 210 - Self-Reflection in the Financial World 21.10.2023

Join Gabriel Shahin, CFP® and the host of More Knowledge, More Wealth, as he delves into the realities of the financial world and financial relationships. Tune in for practical advice, expert insights, and tips to navigate the financial challenges of retirement. If you're looking for personalized guidance, Falcon Wealth Planning is here to help. Call (855) 963-2526 or visit ⁠falconwealthplanni...

Ep. 209 - Retire in Style: Navigating Wealthy Retirement 14.10.2023

Join Gabriel Shahin, CFP® and the host of More Knowledge, More Wealth, as he delves into the intricacies of planning a financially secure and comfortable retirement for the affluent. In this episode, Gabriel discusses where wealthy retirees prefer to live and the factors they consider, including state taxes, housing costs, retirement account taxation, and more. Gain insights into making informed d...

Ep. 208: Navigating the Affordability Index, Ownership vs. Renting, and Strategic Decision Making 07.10.2023

Join Gabriel Shahin CFP® as he discusses the complexities of investing in real estate, addressing the current affordability index, the pros and cons of owning versus renting, and the critical factors to consider when venturing into real estate investments. Gain insights into property types, regional considerations, and income potential while exploring the importance of seeking guidance from financ...

Ep. 207 - The Functions of a Financial Planner 30.09.2023

Join Gabriel Shahin CFP® as he delves into what services a financial planner can provide and how they can help you on your journey to financial success. Your financial journey starts here. *For more information, visit  Falcon Wealth Planning  or contact us at (855) 963-2526.*

Ep. 206 - Social Media 23.09.2023

Join Gabriel Shahin CFP® as he delves into social media and how it relates to the finance world of today. Your financial journey starts here. *For more information, visit  Falcon Wealth Planning  or contact us at (855) 963-2526.*

Ep. 205 - The Magnificent Seven Stocks 16.09.2023

Join Gabriel Shahin CFP® as he delves into the "Magnificent Seven Stocks," the seven biggest stocks out on the market today such as Apple and Microsoft. Tune in to find out more stats on these "Magnificent Seven." Your financial journey starts here. *For more information, visit  Falcon Wealth Planning  or contact us at (855) 963-2526.*

Ep. 204 - Real Estate 09.09.2023

Join Gabriel Shahin CFP® as he delves into real estate and its pricing in accordance with supply and demand. Tune in to find out whether it's a good time for you to invest in real estate now. Your financial journey starts here. *For more information, visit  Falcon Wealth Planning  or contact us at (855) 963-2526.*

Ep. 203 - Bitcoin ETF 02.09.2023

Join Gabriel Shahin CFP® as he delves into how BlackRock requested a Bitcoin ETF to the SEC. BlackRock is one of the biggest Asset Management companies in the game today, so does this mean that BitCoin is becoming a relevant asset class? Tune in to find out. Your financial journey starts here. *For more information, visit  Falcon Wealth Planning  or contact us at (855) 963-2526.*

Ep. 202 - Growth vs. Value Stock 26.08.2023

Join Gabriel Shahin CFP® as he delves into the intricate world of investing and market dynamics. In this episode, Gabriel unravels the enigma of market unpredictability using real-world examples and historical trends. He underscores the importance of diversification, growth, and value stocks, and seeking professional guidance for effective financial planning. Discover insights that can help you ma...

Ep 201: Interest Rates 19.08.2023

Listen in as Gabriel Shahin CFP®, discusses how today's market affects interest rates.

Ep 200: 2023 - Roth IRA vs. Traditional IRA 12.08.2023

Listen in as Gabriel Shahin CFP®, discusses the difference between a Roth vs Traditional IRA and which might be better for you to use to help you reach your financial goals.

Ep 199: 2023 - Year of the Raging Bull 05.08.2023

Listen in as Gabriel Shahin, CFP® discuss this year's raging bull market, which refers to a prolonged period of steady upward movement in the prices of stocks, bonds, or other financial assets, typically characterized by high investor confidence and optimism.

Ep 198: B-Corporations 29.07.2023

Listen in as Gabriel Shahin, CFP® discuss B-Corporations, different companies that fall under that category, and their various corporate values.

Ep 197: Grading AI - How Good is AI's Financial Help 22.07.2023

Listen in as Gabriel Shahin, CFP® discuss AI and whether it's answers to financial questions are sufficient and accurate in today's world.

Ep 196: What Makes Falcon Wealth Planning so Special? 15.07.2023

Listen in as Gabriel Shahin, CFP® talks about what makes Falcon Wealth Planning different from other wealth management firms across the country and how grateful we are to be receiving so many industry awards.

Ep 195: Potential Changes to Estate Tax 08.07.2023

Join Gabriel Shahin CFP® as he addresses the potential of changes to the estate tax and how to secure your estate now.

Ep. 194 - The Season of High-Yield Interest 01.07.2023

Listen in as Gabriel Shahin, CFP® talks about high-yield interest money market accounts and what some possible causes are driving banks to up their interest.

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