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.
Subscribe:.rss.atom.json.md.m3u.pls
Overdue Last read · last published · next check
Last read 7 days ago, longer than this feed's 4 days schedule.
Saves to your Listen queue, to pick up on another day or another device.
📅 Schedule a Free Financial Assessmenthttps://www.falconwealthplanning.com/...How do you choose the right financial advisor? Gabriel Shahin, CFP®, shares the key questions to ask before hiring a financial advisor. Learn how advisor fees work, what fee-only means, why fiduciary status matters, which credentials to look for, and how to spot potential conflicts of interest. Whether you’re investing,…
📅 Schedule a Free Financial Assessmenthttps://www.falconwealthplanning.com/...Discover how wealthy business owners use 831(b) captive insurance to reduce taxes, protect their businesses, and build long-term wealth. In this episode, Gabriel Shahin discusses risk management with expert Van Carlson who explains how captive insurance works, who qualifies, its potential tax benefits, and why…
📅 Schedule a Free Financial Assessmenthttps://www.falconwealthplanning.com/...What are the best investments for building long-term wealth? Gabriel Shahin, CFP®, ranks stocks, ETFs, index funds, business ownership, real estate, bonds, CDs, money markets, cryptocurrency, and whole life insurance from best to worst. Learn which investments offer the greatest growth potential, which carry the most…
📅 Schedule a Free Financial Assessmenthttps://www.falconwealthplanning.com/...Learn how Trump Accounts could help families build wealth for the next generation. Gabriel Shahin, CFP®, explains who qualifies, the $1,000 government seed contribution, employer tax advantages, contribution limits, Roth IRA planning opportunities, and how long-term investing and compound growth can maximize savings. If…
📅 Schedule a Free Financial Assessmenthttps://www.falconwealthplanning.com/...Learn how to use AI for investing, financial planning, and everyday productivity. Gabriel Shahin, CFP®, shares practical ways to use ChatGPT and other AI tools to analyze investment portfolios, organize financial data, improve decision-making, and avoid costly mistakes. Discover where AI excels, where it falls short,…
💻Get the tools our pros use, eMoneyhttps://forms.falconwealthplanning.com/team/marketing/receive-your-emoney-access📅 Schedule a Free Financial Assessmenthttps://www.falconwealthplanning.com/Can ChatGPT replace a financial advisor? Gabriel Shahin, CFP®, puts AI to the test with real retirement, investing, tax, and wealth planning questions. Discover where ChatGPT provides valuable financial…
📅 Schedule a Free Financial Assessment https://www.falconwealthplanning.com/.. .Should you trust ChatGPT, Claude, or Grok with your financial decisions? In this episode, Gabriel Shahin explains the risks of using AI for investing, retirement planning, debt payoff, mortgages, and personal finance. Learn about AI hallucinations, investment bias, accountability, and why context matters when making…
💻Get the tools our pros use, eMoney https://forms.falconwealthplanning.co... 📅 Schedule a Free Financial Assessment https://www.falconwealthplanning.com/ Learn the truth about AI investing before trusting your money to an algorithm. Gabriel Shahin, CFP® explains how AI investing, AI ETFs, ChatGPT investing, Robinhood, Acorns, and other automated platforms really work. Discover the risks of AI…
📅 Schedule a Free Financial Assessmenthttps://www.falconwealthplanning.com/...Markets are moving fast. In this episode of More Knowledge, More Wealth, Gabriel Shahin breaks down how current events, SpaceX, AI investing, market volatility, and investor psychology impact your portfolio. Learn why diversification matters, how to evaluate risk vs. reward, and why many DIY investors struggle during…
📅 Schedule a Free Financial Assessmenthttps://www.falconwealthplanning.com/...Discover how the wealthy use debt to build wealth, reduce taxes, and improve cash flow. In this video, Gabriel Shahin, CFP®, explains why high-net-worth individuals leverage mortgages, portfolio loans, business financing, and tax strategies instead of paying cash. Learn how rich investors use debt as a financial tool,…
