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More Knowledge, More Wealth - Ep 150: Beware of Commission-Based Advisors
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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!
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.
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.
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.
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.
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 CFP®, 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.
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.
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.
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.
Join Gabriel Shahin, Certified Financial Planner and President of Falcon Wealth Planning, as he delves into personal finance topics and the economic impact of immigration policy. Tune in for expert insights and valuable advice on managing your finances effectively.
In this episode of "More Knowledge, More Wealth," your host Gabriel Shahin, a Certified Financial Planner and President of Falcon Wealth Planning addresses common financial challenges, offers practical solutions, and empowers listeners to make informed decisions about money matters. Whether you're striving to grow your savings, plan for retirement, or optimize your investments, Gabriel provides clear guidance to help you chart a course to financial freedom.
In this episode of "More Knowledge, More Wealth," your host Gabriel Shahin, a Certified Financial Planner and President of Falcon Wealth Planning, delves into the critical topic of negotiating workplace satisfaction and achieving a healthier work-life balance. Gabriel shares invaluable insights and strategies garnered from years of experience in personal finance management, emphasizing the importance of prioritizing your well-being in the workplace.