Stay up to date when it comes to your personal finances, and listen to your very own financial planner, Principal of Falcon Wealth Planning, Gabriel Shahin, CFP®, AIF®, that can help you gain a better understanding of your financial situation that covers retirement, taxes, social security, investmen…

Headlines are flying about housing, interest rates, and institutions being pushed out of residential real estate—but what's actually happening on the ground tells a very different story.In this episode of More Knowledge, More Wealth, Gabriel Shahin, CFP®, breaks down the real-world outlook for residential and rental real estate using data from large-scale property managers overseeing hundreds of billions in assets. This isn't hype or fear—it's supply, demand, and math.What you'll learn: • Why rising housing supply is changing negotiating power for buyers • How record apartment deliveries in 2025 are reshaping the rental market • Why renting is still cheaper than buying—and what that means long term • How wage growth outpacing rent is affecting affordability • Why first-time homebuyers are now over 40—and what policymakers are trying to change • Where prices are already down 20%+ (and where they aren't) • Why the second half of 2026 may be a key entry point for investors • How cap rates, tax benefits, and principal paydown still support real estate returns • The difference between buying to live vs buying to investKey insight: Real estate isn't crashing—but it is shifting. Selective opportunities are emerging as supply peaks, institutions reposition, and distressed sellers face upcoming debt maturities.If you're looking to buy a home or deploy capital, this episode helps you cut through the noise, understand the numbers, and make decisions based on discipline—not headlines.

Headlines are exploding with reports that Venezuela is now under U.S. control—and investors are already making the wrong assumptions about what that means for oil, gold, defense stocks, and the broader market.In this episode of More Knowledge, More Wealth, Gabriel Shahin, CFP®, breaks down the market implications of the Venezuela situation through a portfolio lens—what could matter, what's noise, and why the “obvious” trade is often the wrong one.What you'll learn: • Why geopolitical control doesn't automatically mean oil prices drop • How market psychology reacts to “reduced risk” and increased predictability • Why defense contractors (Palantir, Lockheed, Northrop, Raytheon, Boeing) may benefit when global tensions rise • How Venezuela's gold and mineral reserves could impact precious metals pricing • Why this could increase volatility—and why retail investors often react emotionally • The biggest takeaway: why you stay diversified, disciplined, and invested during breaking-news cyclesThis isn't about chasing headlines. It's about understanding how markets price risk—and why the best decision is usually not the most emotional one.Stay focused, stay diversified, and don't let politics turn into portfolio mistakes.

Gold prices are soaring, silver is exploding, and suddenly everyone is telling you to invest in precious metals. But after a 60%+ year-to-date gain in gold and even bigger moves in silver, is now really the right time?In this episode of More Knowledge, More Wealth, Gabriel Shahin, CFP®, breaks down what's actually driving gold and silver prices, why headlines can be misleading, and how precious metals really perform over the long term.What you'll learn: • Why gold is surging—and why silver is up even more • The real long-term returns of gold and silver over the past 125 years • How gold compares to stocks, the S&P 500, and inflation • The hidden costs and commissions of buying physical gold (even at Costco) • Why gold is an inflation hedge—not a growth investment • When gold and silver make sense in a portfolio—and when they don't • Why buying after big runs can be risky • The difference between emotional investing and disciplined strategyGold doesn't make you rich—it helps preserve purchasing power. After massive run-ups, the risk isn't missing out…the risk is buying at the top.Before you chase headlines or holiday hype, understand what gold and silver actually do, what they don't do, and how they fit into a long-term financial plan.

As we close out the year, this episode brings a full recap of 2025 and a clear-eyed look at how to position yourself for 2026.In this special year-end episode of More Knowledge, More Wealth, Gabriel Shahin, CFP®, reflects on the biggest themes, questions, and lessons investors faced in 2025—covering taxes, investing, AI, private markets, real estate, and long-term portfolio discipline.What you'll learn: • Practical ways to save and invest more without feeling overwhelmed • Smarter approaches to education costs, student loans, and employer tuition benefits • Why market volatility creates opportunity—not panic • How to think clearly about AI, private investments, and speculative trends • What to know before chasing private stock deals and SPVs • Why profitability and discipline matter more than hype • How to evaluate real estate as an investment—not an emotional decision • Why no one can predict the market—and what actually works insteadWealth isn't built by guessing what happens next year. It's built by discipline, consistency, and understanding where your money is working. Use this recap to reflect on 2025, reset your priorities, and move into 2026 with clarity and confidence.

As we close out the year, we're bringing you a Best Of 2025 episode—highlighting some of the most important lessons, insights, and conversations from More Knowledge, More Wealth.In this special holiday recap, Gabriel Shahin, CFP®, revisits the biggest takeaways from the year, covering saving, investing, education, markets, estate planning, and real estate—focusing on what actually moves the needle for long-term financial success.What you'll learn: • A simple New Year's saving strategy that compounds for decades • Why increasing your 401(k) contribution by just 1% can change everything • Smarter ways to think about college costs, tuition reimbursement, and student loans • Why market downturns are opportunities—not disasters • How wealthy investors stay disciplined when volatility hits • Why estate planning is really about control, not just money • The reality of real estate investing—and why cash flow matters more than hype • When buying a home makes sense, and when it doesn't • The importance of long-term thinking over emotional decisionsWealth isn't built by reacting to headlines—it's built through discipline, patience, and understanding the fundamentals. This episode is a reminder to step back, reflect, and focus on what truly matters—both financially and personally—as we head into the new year.

Big changes may be coming to the stock market—and most investors aren't ready for them.Nasdaq is exploring 23–24 hour trading, five days a week, potentially launching as early as the second half of 2026. On the surface, nonstop markets sound convenient. In reality, they could fundamentally change how volatility, liquidity, and investor behavior work.In this episode, Gabriel Shahin, CFP®, breaks down what extended trading hours really mean for your portfolio—and why this shift could benefit institutions far more than everyday investors.What you'll learn: • What 23–24 hour Nasdaq trading would actually look like • Why global participation and faster reactions to news are seen as positives • How after-hours liquidity and wide bid/ask spreads can hurt execution prices • Why higher volatility disproportionately impacts retail investors • The risk of impulse trading and “always-on” market behavior • How earnings reactions, overnight news, and geopolitical events could amplify swings • Operational challenges for brokerages, custodians, and mutual funds • Why institutions may gain an even bigger advantage over individual tradersMore trading hours don't automatically mean better outcomes. Liquidity, discipline, and execution matter far more than access—and nonstop markets could increase costs, volatility, and emotional decision-making for retail investors.This change isn't happening tomorrow, but it is coming. Understanding the risks now is critical to protecting your long-term strategy as markets evolve.

Ep.319Should you buy a Tesla car — or buy Tesla stock?They may share the same name, but financially, they are two very different decisions.In this episode of More Knowledge, More Wealth, Gabriel Shahin, CFP®, breaks down the real-world economics of owning a Tesla versus investing in Tesla as a $1.5 trillion company. One decision can save you money and time. The other is a high-risk, high-expectation investment built on future assumptions.What you'll learn: • The true cost savings of owning a Tesla as a daily driver (fuel, maintenance, time) • Why a Tesla can effectively “pay for itself” over time compared to gas vehicles • The real benefits of EV ownership, Autopilot, and Full Self-Driving • How Tesla compares to other EVs on price, technology, and convenience • Why Tesla stock is valued higher than the next 19 auto manufacturers combined • A breakdown of Tesla's revenues, profits, margins, and slowing growth • How much of Tesla's valuation depends on future bets like Optimus robots • Why Tesla stock trades at extreme multiples — and what that means for investors • The difference between a great product and a speculative investmentBottom line: Buying a Tesla car can make financial sense. Buying Tesla stock requires patience, risk tolerance, and belief in a future that hasn't arrived yet.Tesla is innovative, profitable, and disruptive — but at current valuations, it's not a no-brainer investment. Understanding the difference between consumption and capital allocation is what separates smart financial decisions from emotional ones.

Ep.318Odell Beckham Jr. says $100 million isn't enough for generational wealth. Seriously? Let's break down the math.In this episode, Gabriel Shahin, CFP®, goes beyond the headlines to expose the real numbers behind Beckham's $100 million career earnings — and why so many athletes and high earners end up broke despite massive paychecks.You'll learn: • How taxes, state residency, and “jock taxes” can eat half of a professional athlete's income • What Beckham's actual after-tax take-home likely was — and where it went • How $10 million in exotic cars, multiple homes, and lifestyle inflation can quietly destroy wealth • The true cost of fame: endorsements, taxes, and poor money management • Why $50 million invested properly can easily sustain a $2 million annual lifestyle — forever • The difference between “having money” and building legacy wealth • Why financial discipline matters more than income (and how even athletes need a fiduciary plan)This isn't just about Odell Beckham Jr. — it's about the financial traps that hit anyone who confuses income with wealth.

EP.317This Thanksgiving, Gabriel Shahin, CFP®, shares more than market insights — he shares the heart behind Falcon Wealth Planning and the journey that built one of the nation's fastest-growing fiduciary advisory firms.In this special episode of More Knowledge, More Wealth, Gabe reflects on: • The importance of gratitude, family, and perspective during the holidays • What it really means to be financially independent — beyond debt and dollars • Why personal finance is more personal than financial • How Falcon Wealth Planning started in 2015 from a belief that people matter more than products • Lessons learned from working inside banks and brokerage firms — and why a true fiduciary model changed everything • The defining moments that shaped Falcon's client-first culture and its mission to keep advice fee-only, objective, and relational • How gratitude, faith, and family values still guide every financial plan the firm creates todayThis isn't just a story about money — it's about purpose, perseverance, and putting people first.Wherever you are in your financial journey, take a moment to pause, give thanks, and remember why you work so hard in the first place.When you put people over profits, amazing things happen.

Ep.316Everyone says real estate is the safest investment on Earth.But what if it's not?In this episode of More Knowledge, More Wealth, Gabriel Shahin, CFP®, exposes the dirty truth about real estate investing — the numbers no one shows you, the hidden costs most “gurus” ignore, and why so many investors lose money without realizing it.You'll learn: • Why land is one of the few investments that costs you money every year • The real math behind a $500,000 rental property (and why “cash flow” often turns negative) • The overlooked expenses: property tax, insurance, vacancies, repairs, HOA, management fees, and more • How to calculate your true cash-on-cash return — and why the 4% rule should guide every real estate deal • When leverage helps… and when it becomes a liability • How appreciation, depreciation, and principal paydown really affect your long-term return • Why many investors confuse activity with profitability • The real reason renting is often cheaper than buying in 2025 • How the stock market outperforms “passive” real estate once you account for time, liquidity, and riskReal estate can still make sense — but not at any price, and not for everyone.If you're buying property just because “everyone else is,” this video will show you the math that could save you six figures (and a lot of headaches). If it doesn't cash flow, it's not investing — it's subsidizing someone else's dream

The first nine months of 2025 were a whiplash. Since the April drawdown, stocks, bonds, and international all ripped higher while inflation cooled unevenly and the Fed started cutting. In this Q3 2025 flyover, Gabriel Shahin, CFP® cuts through the noise and shows what actually matters for your portfolio now.What you'll learn:• What changed since April: the snapback across US stocks, bonds, international, and tech—plus why earnings still drive returns.• AI's real impact: productivity gains across sectors vs hype, and how that supports margins for profitable large caps.• Inflation mix: goods down, services sticky; what tariffs and policy shifts could mean for prices.• Rate cuts in context: how markets have historically performed when the Fed is cutting vs pausing or hiking.• Cash drag is real: why 3–4% savings looks weak next to bond yields and diversified portfolio returns.• Bonds are back: why a declining-rate backdrop can lift prices, not just coupons, and how credit/term choices affect risk.• Diversification that works: US, international, and alternatives; why “all-time highs” aren't a sell signal.• Options overlays: when covered calls can help income—and the trade-offs, taxes, and cap-on-upside.• Legacy mutual funds: capital-gain distribution risks from high turnover and how to plan around them.• Factor tilts: adding profitability across large, mid, and small caps to seek higher risk-adjusted returns.Chapters:0:00 Intro and why Q3 positioning matters1:10 What's changed since April3:30 Earnings, GDP, and jobs vs productivity6:10 Inflation layers and policy pressures8:00 Fed cuts and historical market performance10:00 Cash vs bonds vs 60/4012:00 International, dollar, and gold context14:00 Options income overlays16:00 Legacy mutual funds and CG distributions18:00 Alternatives and liquidity trade-offs19:30 Profitability tilts across market caps21:00 Takeaways and next steps

Artificial Intelligence has taken over the headlines and the stock market.But here's the real question: Is the AI boom actually driving revenue… or just inflating another bubble?In this episode of More Knowledge, More Wealth, Gabriel Shahin, CFP®, dives deep into the numbers behind the AI craze. From OpenAI's $500 billion valuation on less than $10 billion in revenue, to the wild capital chasing data centers, chips, and automation—he exposes what's real, what's hype, and what smart investors should be watching.You'll learn:• How “AI revenue” compares to real earnings from tech giants like NVIDIA, Meta, and Apple• Why current AI valuations may echo the dot-com bubble of the early 2000s• Which sectors could benefit after the AI rush cools off• The danger of overexposure to high-growth tech stocks• Why diversification into value, mid-cap, and international markets might be the smart moveThe markets are betting trillions on artificial intelligence—but does the math actually work?Before you chase the next shiny thing, listen to this breakdown of what's really fueling the AI boom—and what could bring it crashing down.

Ep. 313Halloween isn't just about costumes and candy — it's a chance to reclaim your financial focus. In this episode of More Knowledge, More Wealth, Certified Financial Planner Gabriel Shane breaks down how to navigate the holiday season without getting sucked into political chaos or emotional overspending.Whether you're handing out candy, hitting a Halloween party, or just watching the madness from your porch, this conversation dives into:1.The real economic impact of Halloween2.Why political distractions hurt your wallet3.How to use money as a tool, not a stressor4.Budget hacks, downsizing tips, and even why Zillow scrolling can be financially strategicMoney amplifies who you already are — so how do you stay grounded and grow? Hit play to find out.

Everyone dreams about owning a sports team—but is it actually a good investment?In this episode, Certified Financial Planner Gabriel Shahin breaks down the real numbers behind the biggest franchises in America: the NFL, NBA, and MLB. From the $13 billion Dallas Cowboys to the $8 billion Yankees and the $9 billion Golden State Warriors, Shahin reveals which leagues actually make money and which are just billionaire vanity projects.You'll learn: • How team valuations compare to stock-market metrics like price-to-earnings ratios • Why some teams lose millions every year despite record valuations • What makes the Cowboys a rare profitable franchise • How ordinary investors can still get exposure to sports ownership without wasting millionsWhether you're a die-hard fan, an investor, or just curious why billionaires keep buying losing teams, this video uncovers the financial reality behind the fantasy.Watch now to find out:-Which sports league really wins in profit and performance-Why the Cowboys might be the smartest buy in sports-And whether owning a team ever makes true financial sense

Discover How AI Tools Are Revolutionizing Personal & Corporate Finance in 2025!In this episode of More Knowledge, More Wealth, CEO, and Founder Gabriel Shahin breaks down how to use AI tools like ChatGPT, Perplexity, Grok, and others to help you save money, eliminate debt, and make smarter decisions during benefits season.Whether you're a beginner or a finance professional, you'll learn how to use AI in finance to build a custom budget, reduce unnecessary expenses, analyze your benefits, and even negotiate bills. Perfect for:• Finance professionals & accountants• Corporate finance teams• Anyone looking to use AI for budgeting or debt payoff• Those exploring new AI tools that provide real, tangible financial value• Discover best AI toolsWhat You'll Learn:10+ ways to use AI for finance in 2025How ChatGPT for finance professionals can save hoursHow to use AI tools for business decisions and benefit electionsThe AI tools that will make you rich in 2025 (if you use them right)

Ep. 311Join Gabriel Shahin, Certified Financial Planner and host of "More Knowledge, More Wealth," as he dives deep into the incredible impact of lower interest rates on your economy, infrastructure, and personal finances.In this must-watch episode, Gabriel reveals:The power of low interest ratesSmart debt managementInvestment opportunitiesEconomic stimulationThe "Great Recalibration".Don't miss out on the crucial insights that could save you money and accelerate your wealth! This episode is packed with actionable advice that you wished you had during the last interest rate reduction period.

This episode examines the impact of political events, investor emotions, and financial decision-making. Gabriel Shahin, Founder and CEO of Falcon Wealth Planning, emphasizes that despite political shifts and crises, historical data demonstrates a consistent long-term positive trend in the stock market, with average annual returns of 9–10% under both Democratic and Republican administrations. Listeners are advised to focus on disciplined investing, diversify their portfolios (e.g., in the S&P 500, stocks, and bonds), and trust in the resilience of the American economy. The episode concludes by advocating for rational, non-emotional financial planning, promoting saving, investing, and future building, and highlighting Falcon Wealth Planning's services in retirement planning, tax strategy, investment reviews, estate planning, and insurance protection.

In this episode of "More Knowledge, More Wealth," Gabriel Shahin dives into the enticing, yet complex, proposal to eliminate property taxes nationwide and questions its true realism. While it may sound like an immediate win for homeowners, particularly wealthy property owners, Gabriel explains that property taxes are a crucial source of revenue for states, funding essential services such as schools, police, firefighters, and vital infrastructure . He explores the inevitable consequences if this revenue stream were removed, detailing how governments would be compelled to replace it through drastically higher sales taxes (potentially 20–30 percent), increased state income taxes, or new levies on land, luxury goods, digital assets, energy, and even user fees for public services .Citing examples from states like California, which collects nearly $100 billion annually in property taxes, and states without income tax like Texas and Florida, which rely heavily on property and sales taxes, Gabriel reveals how such a change could lead to dramatic hikes in income taxes and skyrocketing costs for university tuition or gas . Ultimately, he argues that while a select few, especially wealthy real estate owners, might experience immediate relief, the financial burden would unequivocally shift to consumers, renters, and middle-class families. Key takeaway:• No True Winners• Apparent Immediate Relief• Heavier, More Widespread Financial Strain: • Long-Term Ripple Effects

Ep. 308 I've noticed a troubling trend: 62% of Gen Z get financial advice from social media. While they're starting to invest earlier and feel confident they can retire by 55, they haven't experienced a prolonged market downturn. Be cautious of unlicensed social media "financial advisors" who only share their winning investments and not their losses. It's also crucial to remember that a mortgage can be a powerful wealth-building tool.

In this Labor Day episode, Shahin dives into the financial implications of the holiday and shares ten crucial financial habits people can adopt before the end of the year.Labor Day is identified as the second-biggest retail spending weekend (following Black Friday), significantly influencing markets as banks close and September trading commences [i]. During this period, travel demand spikes, leading to increased costs for airlines, hotels, and gas [i]. Additionally, 40% of states adjust their minimum wages, and the rise of gig work reflects underlying financial insecurity [i]. Union workers, despite shrinking membership, continue to earn 10–20% more [i]. Retirees, in particular, are advised to steer clear of traveling during this surge [i].The episode also highlights how Labor Day serves as a critical moment for planning and year-end preparation [i]. Many companies initiate sales as their fiscal years conclude in September, and individuals are encouraged to review their retirement savings, noting that the average 401k for ages 45–54 is approximately $150,000 [i]. It's an opportune time to review tax deductions, tackle credit card debt, and strategize for Q4 and holiday spending [i]. The discussion further touches upon the reality that some workers lack paid time off, underscoring the importance of reassessing financial resilience [i].To help listeners build wealth and financial stability, Shaheen shares 10 essential financial habits:• Track spending to identify savings opportunities [i].• Automate savings into high-yield accounts [i].• Monitor net worth regularly [i].• Increase retirement contributions, even by a small percentage (e.g., 1%) [i].• Pay off high-interest or small debts [i].• Avoid maxing out 401k too early to optimize company match benefits [i].• Rebalance and diversify investments [i].• Start a side hustle for additional income [i].• Maximize tax deductions with the help of a professional [i].• Set clear, personal financial goals [i].

Ep.306 Join Gabriel Shahin, CFP® and host of More Knowledge, More Wealth, as he unpacks the high-risk reality of options trading, a strategy that often promises quick gains but rarely leads to long-term wealth.Here's what you'll learn:→ Why options trading is more of a gamble than a sustainable growth strategy→ How options actually work, from calls and puts to leverage and timeframes→ The difference between amateur traders chasing speculative gains and sophisticated investors using options for protection→ How billionaires like Jeff Bezos use options to hedge risk and reduce taxes, rather than to gamble on overnight fortunes→ Why focusing on authentic financial goals is more powerful than chasing social media bragging rightsThis episode will challenge common misconceptions about options and give you a clearer path toward building a resilient financial future.

Are you feeling the ground shift beneath your career? With Apple pouring $600 billion into the U.S. and Amazon's robots taking over, America's economic landscape is transforming at warp speed. In this vital episode, Gabriel Shahin, CFP® and host of More Knowledge, More Wealth, cuts through it all to reveal:→ The uncomfortable truth about automation and what it means for your job security in an AI-driven economy.→ How billion-dollar corporate investments are creating new winners and losers in the U.S. market.→ Is Universal Basic Income a lifeline or a trap? Why it's gaining attention now.→ The next 'Blockbusters': Identify the industries on the brink of massive disruption—and which are surprisingly safe.Tune in and get the insights you need to thrive in a world being rapidly rewritten.

Join Gabriel Shahin, President of Falcon Wealth Planning, and financial expert Michael Jensen as they dive into the Falcon Flyover for June 2025. In this episode, they discuss market volatility, the recent recovery in stocks, the weakening U.S. dollar, and its impact on international markets. They also analyze key trends with the S&P 500's “Magnificent Seven,” address the implications of the Federal Reserve's policies, and explore alternative investments to build a diversified, balanced portfolio.

Ep.303 Gabriel Shahin – Big Tech, Diversification & TariffsJoin Gabriel Shahin, CFP® and CEO & President of Falcon Wealth Planning, in this episode of More Knowledge, More Wealth as he unpacks key themes from his Amazon bestseller How the Rich Get Richer—focusing on big tech's market dominance and global economic shifts.Here's what you'll learn:→ Why Meta, Amazon, and NVIDIA continue to dominate the market→ The role of diversification in building resilient portfolios→ How emerging technologies may reshape investor strategies→ What new tariffs on India mean for your portfolio—and the broader economy→ Smart ways to manage your wealth amid global uncertaintyThis episode connects the dots between innovation, policy, and your portfolio.

Ep.302 Gabriel Shahin – Estate Planning & LegacyJoin Gabriel Shahin, CFP® and CEO & President of Falcon Wealth Planning, in this episode of More Knowledge, More Wealth as he unpacks Chapter 11 of his book How The Rich Get Richer, focusing on estate planning and the legacy you leave behind.Here's what you'll learn:→ Why a will isn't enough to avoid probate→ How trusts work and why they matter→ Real-life stories of estate mistakes—and how to avoid them→ The key role of charitable giving in a legacy strategy→ Actionable steps to protect and distribute your assets effectivelyEstate planning isn't just for the wealthy—it's for anyone who wants peace of mind and a meaningful legacy.

Ep. 301 – How the Rich Get Richer: Chapter 10 BreakdownJoin Gabriel Shahin, CFP® and host of More Knowledge, More Wealth, as he unpacks Chapter 10 of his bestselling book How the Rich Get Richer. In this episode, Gabriel explores why wealthy individuals are comfortable with discomfort—and how that mindset leads to long-term wealth creation.Here's what you'll learn:→ How to view debt as a strategic asset→ Why financial downturns create the best buying opportunities→ The emotional traps that sabotage financial growth→ The power of liquidity and diversification→ How to balance risk and reward like the wealthyThis episode challenges conventional thinking around money, helping you understand the mindset and tactics that fuel lasting success.

EP. 300Join Gabriel Shahin, CFP® and CEO & President of Falcon Wealth Planning, as he unpacks Chapter 9 of his Amazon #1 bestseller, How the Rich Get Richer—a powerful case for why tax planning is the most underused wealth-building strategy in finance.In this episode, you'll learn how the rich legally reduce their tax burden:✅ How to use the tax code to avoid taxes—not evade them✅ Why many advisors neglect tax planning entirely✅ The overlooked role of Qualified Charitable Distributions and Roth strategies✅ How coordinated financial and tax planning can supercharge your wealthBecause the more you keep, the faster your wealth grows.

Ep.299Join Gabriel Shahin, CFP® and CEO & President of Falcon Wealth Planning, as he dives into Chapter 8 of his best-selling book, How the Rich Get Richer—an unfiltered look at the aggressive sales tactics plaguing the insurance industry.In this episode, you'll learn why insurance should protect, not profit:✅ The truth behind commission-driven insurance sales✅ When life insurance is necessary—and when it's not✅ How disability and umbrella coverage can shield your wealth✅ Why a second opinion on your financial plan might save you thousandsBecause protecting your wealth starts with understanding the tools designed to do just that.

Ep. 298Join Gabriel Shahin, CFP® and CEO & President of Falcon Wealth Planning, as he breaks down Chapter 7 of his new book, How the Rich Get Richer—revealing why so many high-net-worth individuals own businesses, and how they use them to build long-term wealth.In this episode, you'll learn:✅ The surprising tax benefits business owners use✅ How owning a business can create passive income✅ The truth behind “write-offs” (and what's legal)✅ Why some people build legacy wealth—while others just build stress✅ The key difference between starting a business to sell vs. building one to last✅ And how vision, discipline, and strategy separate wealthy entrepreneurs from struggling onesThis chapter isn't just about owning a business—it's about understanding leverage, compounding, and what separates rich habits from broke ones.

Join Gabriel Shahin, CFP® and CEO & President of Falcon Wealth Planning, as he unpacks Chapter 3 of his upcoming book, How the Rich Get Richer—a deep dive into the partnerships that fuel long-term wealth and stability.In this episode, you'll learn how the wealthy surround themselves with the right people:✅ Partners who promote discipline and long-term thinking✅ Emotional and financial allies who provide support during tough times✅ Advisors, CPAs, and attorneys who help turn strategy into results✅ A network built on trust, alignment, and shared goalsBecause building wealth isn't a solo act—it's a team effort.

Ep.296Join Gabriel Shahin, CFP® and CEO & President of Falcon Wealth Planning, as he unpacks Chapter 6 of his new book, How the Rich Get Richer—a deep dive into why long-term thinking is the cornerstone of lasting wealth.In this episode, you'll learn the key principles that keep the rich getting richer:✅ Delayed gratification and how it pays off over decades✅ Why short-term thinking sabotages financial growth✅ How the wealthy invest in real estate, indices, and diversified portfolios✅ Practical steps to start building generational wealth today✅ Real stories and mindset shifts that drive long-term financial successThis isn't just theory—it's what Gabriel lives, teaches, and implements with high-net-worth clients every day. Tune in and shift your thinking from now to next decade.

Ep. 295Join Gabriel Shahin, CFP® and CEO & President of Falcon Wealth Planning, as he breaks down Chapter 1 of his new book, How the Rich Get Richer—an inside look at the mindset behind wealth, success, and the habits that separate the affluent from the average.In this episode, you'll learn what high-net-worth individuals truly prioritize:✅ Control over their finances and decisions✅ Power—not for ego, but for efficiency✅ Simplicity and ease in daily life✅ Tangible rewards and financial freedom✅ A sense of peace, legacy, and long-term securityHow the Rich Get Richer launches July 1st—preorder now at gabrielshahin.com

Ep. 294Join Gabriel Shahin, CFP® and CEO & President of Falcon Wealth Planning, as he breaks down the proposed Trump tax bill—set to be one of the largest tax cuts in U.S. history.In this episode, you'll learn how the draft legislation (nicknamed “The One Big Beautiful Bill”) could impact:✅ Income tax brackets✅ Standard deductions✅ Tips and overtime income✅ Seniors, families, and business owners✅ HSA, 529, and MAGA savings accounts✅ Investors through bonus depreciation & Opportunity ZonesGabe highlights what's included, what's still missing, and what proactive strategies you can consider before any law is passed.

Ep.293 Gabriel ShahinJoin Gabriel Shahin, CFP® and CEO & President of Falcon Wealth Planning, as he dives into Chapter Two of his book How Rich People Build Healthy Financial Habits in this episode of More Knowledge, More Wealth.Here's what you'll learn:→ The most common financial habits that separate the wealthy from the rest→ Why “saving first” is more powerful than budgeting→ How discipline and consistent investing drive long-term growth→ The importance of sacrifice and patience in achieving financial goals→ How clear communication around money can strengthen relationshipsGabriel also shares personal stories and actionable strategies to help you build lasting financial habits and create long-term prosperity.

Join Gabriel Shahin, CFP® and CEO & President of Falcon Wealth Planning, in this episode of More Knowledge, More Wealth as he breaks down 9 realistic scenarios that could lead to a 20% market drop—and why that shouldn't scare long-term investors. From geopolitical instability to monetary policy missteps and Black Swan events, Gabe explains each trigger in plain language and helps listeners reframe volatility as a normal part of investing.Whether you're managing your own money or working with an advisor, this episode is packed with perspective and practical insight to help you stay disciplined when headlines get loud.

Ep.291 Gabriel ShahinJoin Gabriel Shahin, CFP® and CEO & President of Falcon Wealth Planning, in this episode of More Knowledge, More Wealth as he explores Chapter 4 of his upcoming book How The Rich Get Richer, set to release on July 1st.Here's what you'll learn:→ Why the wealthy overplan and how it impacts every area of life→ The role of saving and mindset in building financial independence→ How strategic planning fuels long-term success→ Ways to apply overplanning to personal and professional goals→ What it really takes to build a fulfilling and financially stable futureGet a behind-the-scenes look at the habits that separate the wealthy from the rest—and how you can apply those lessons today.

Ep.290 Gabriel Shahin & Michael Jensen Join Gabriel Shahin, CFP® and CEO & President of Falcon Wealth Planning, and Managing Partner Michael Jensen in this episode of More Knowledge, More Wealth as they break down the key financial events of the first quarter of 2025.Here's what you'll learn:→ What recent market pullbacks in the U.S. mean for your portfolio→ Why international markets are gaining traction and how to stay diversified→ The ongoing impact of inflation and renewed tariff talks→ How companies are staying resilient in the face of volatility→ The role of fixed income and alternative investments in today's marketGet insight into how disciplined planning can help you weather market uncertainty and make smarter investment decisions.

Gabriel Shahin | Ep.289Join Gabriel Shahin, CFP® and CEO & President of Falcon Wealth Planning, in this episode of More Knowledge, More Wealth.Gabriel dives into the highly anticipated book How the Rich Get Richer, set to release on July 1st.Here's what you'll learn:→ The critical importance of understanding your "why" when building wealth→ How successful people create healthy financial habits that stand the test of time→ Why choosing the right partners is essential for long-term financial success→ How to plan for worst-case scenarios before they happen→ The role real property and insurance play in growing and protecting wealthTune in for actionable advice and proven strategies to avoid common financial pitfalls and move closer to your financial goals.

Gabriel Shahin | Ep.288Join Gabriel Shahin, CFP® and CEO & President of Falcon Wealth Planning, in this episode of More Knowledge, More Wealth.Gabriel breaks down a question nearly every pre-retiree is asking:

Our Founder and Principal, Gabriel Shahin, joined Tai Lopez for a candid conversation at his illustrious mansion headquarters. Known for his incredible journey achieving the American and global dream, Tai shares his thoughts on success, genetics, and wealth creation. He discusses his personal brand evolution, insights into family legacy, health, practical financial advice, and the constant need to be a learning machine in today's world. Tai offers a unique perspective on building sustainable success, enriched with anecdotes and life lessons from his extraordinary career.Schedule a free assessment: https://www.falconwealthplanning.com/...Follow our socials: https://linktr.ee/falconwealthplanning

In this episode, President Gabriel Shahin, CFP®, dives into the recent market drops attributed to tariffs and provides guidance on staying disciplined with long-term investments. He transitions to discussing advanced estate planning for high-net-worth individuals, including strategies for minimizing estate taxes, establishing irrevocable trusts, and leveraging charitable lead and remainder trusts. Gabriel also explores the concept of a family bank and Dynasty Trusts for ongoing legacy planning. This comprehensive discussion offers valuable insights for individuals looking to strategically secure and grow their wealth.Schedule a free assessment: https://www.falconwealthplanning.com/...Follow our socials: https://linktr.ee/falconwealthplanning

In this episode, Certified Financial Planner®and President of Falcon Wealth Planning Gabriel Shahin unpacks essential topics during the volatile market period amidst tax season. He addresses issues surrounding market volatility, the influence of social media financial 'experts', and the importance of being cautious with investment decisions. Gabriel critiques the purported high-yield investments like SPYI, QYLD, and JEPI, emphasizing their misleading presentations on social media. He also advises on the dangers of following unlicensed advisers and provides insights on making informed, risk-aware financial decisions. Tune in for a candid look at safeguarding your wealth and understanding the long-term implications of financial choices.Schedule a free assessment: https://www.falconwealthplanning.com/...Follow our socials: https://linktr.ee/falconwealthplanning

Join President Gabriel Shahin, Certified Financial Planner®, for a candid discussion about what's happening in the stock market right now. With major companies like Tesla and Apple taking a hit, what does that mean for your investments?Gabriel breaks it all down why diversification is key, how to protect your portfolio during downturns, and eight essential steps to keep your money working for you. He'll also share insights on the risks of betting on individual stocks and why indices and private markets might be a smarter play. If you're looking for real, practical advice on handling market volatility, you won't want to miss this episode!Schedule a free assessment: https://www.falconwealthplanning.com/...Follow our socials: https://linktr.ee/falconwealthplanning

In this special episode, Gabriel Shahin, CFP® and host of 'More Knowledge, More Wealth,' celebrates the 10-year anniversary of Falcon Wealth Planning. Tune in as Gabriel shares the firm's remarkable journey from its humble beginnings with eight clients to managing nearly 1.5 billion dollars in assets. Discover the values and principles that set Falcon Wealth apart, such as a client-first approach, comprehensive financial services, and a focus on providing respect and dignity to clients. Learn about the firm's growth, the challenges faced, and the future vision for continued success. Whether you're a client or someone interested in personal finance, this episode offers valuable insights and inspiration.Schedule a free assessment: https://www.falconwealthplanning.com/...Follow our socials: https://linktr.ee/falconwealthplanning

Join President Gabriel Shahin, CFP® as he discusses practical advice on funding education, understanding the financial implications of college choices, exploring trade schools, and making smart financial decisions for young professionals. This episode covers topics such as subsidizing school costs, taking advantage of employer tuition reimbursements, understanding student loans, the importance of credit cards, managing debt, the benefits of saving early, and investment strategies to ensure financial growth. Whether you're planning for yourself, your children, or your grandchildren, these financial hacks are designed to provide valuable insights for a secure futureSchedule a free assessment: https://www.falconwealthplanning.com/...Follow our socials: https://linktr.ee/falconwealthplanning

In this episode, Gabriel Shahin, CFP® goes into the significant volatility experienced in the stock market this past week, impacted by economic uncertainties and reactions to the State of the Union Address. We discuss key highlights from the address, including issues of inflation, tariffs, consumer sentiment, and political division. Specific policies, such as tax cuts, tougher crime laws, support for veterans, and stricter immigration controls, are examined for their potential impacts on the economy and personal finances. Join us for an insightful analysis that aims to shed light on how these developments could affect your financial well-being.Schedule a free assessment: https://www.falconwealthplanning.com/...Follow our socials: https://linktr.ee/falconwealthplanning

Join President Gabriel Shahin, CFP® as he discusses practical advice on funding education, understanding the financial implications of college choices, exploring trade schools, and making smart financial decisions for young professionals. This episode covers topics such as subsidizing school costs, taking advantage of employer tuition reimbursements, understanding student loans, the importance of credit cards, managing debt, the benefits of saving early, and investment strategies to ensure financial growth. Whether you're planning for yourself, your children, or your grandchildren, these financial hacks are designed to provide valuable insights for a secure future.Schedule a free assessment: https://www.falconwealthplanning.com/...Follow our socials: https://linktr.ee/falconwealthplanning

Join President Gabriel Shahin, CFP®, as he explains the key actions taken by President Trump during his first month in office. Gabriel covers topics such as the Panama Canal, international relations, social media in government, and major policy changes.Learn how these developments impact the economy, stock market, and personal finances. Gabriel also discusses government efficiency, social security issues, and possible effects on global GDP.Tune in to learn what these changes could mean for your financial future.Schedule a free assessment: https://www.falconwealthplanning.com/...Follow our socials: https://linktr.ee/falconwealthplanning

In this episode, President Gabriel Shahin, CFP® goes into the concept of Hallmark Holidays, particularly focusing on Valentine's Day. He discusses the commercial pressures associated with these holidays and provides practical money-saving tips to help you celebrate without breaking the bank. Gabe offers alternative date ideas like having dinner on a different day, cooking together, or enjoying a picnic. He also emphasizes the importance of financial literacy and discipline while sharing his own experiences and philosophies on dealing with societal expectations. Tune in for insightful advice and creative ways to enjoy Valentine's Day and other Hallmark Holidays frugally.Schedule a free assessment: https://www.falconwealthplanning.com/...Follow our socials: https://linktr.ee/falconwealthplanning

In this episode of More Knowledge, More Wealth, Gabriel Shahin, CFP®, breaks down the economic ripple effects of major political and social changes, from the Super Bowl's billion-dollar impact to President Trump's aggressive policy shifts.Gabriel unpacks tariffs, tax overhauls, border security, and diplomatic maneuvers, analyzing how these decisions shape the U.S. economy and global markets.Are these moves strengthening America's position, or are they pushing the country toward economic isolationism?Tune in for a deep dive into the intersection of politics, finance, and market stability—plus key insights every investor should know.Schedule a free assessment: https://www.falconwealthplanning.com/...Follow our socials: https://linktr.ee/falconwealthplanning

As we look back at 2024 and look ahead to 2025, President Gabriel Shahin, CFP®, and Managing Director Michael Jensen, CFP® break down the key market trends, economic shifts, and investment strategies shaping the financial landscape. In this podcast episode, they cover: 2024 Market Performance – Why large-cap stocks led the way and how bonds held up Investment Strategies for 2025 – Positioning portfolios for changing market conditions Economic Trends & Inflation – The impact of Fed rate cuts, rising mortgage rates, and labor market shifts The Role of Alternative Investments – Why diversification beyond stocks and bonds is gaining importance Investor Behavior & Long-Term Success – The risks of market timing and why staying invested matters With insights on sector leadership, interest rates, private equity, and IPO trends, this podcast is a must-listen for investors looking to stay ahead of market shifts. Tune in to learn how to stay financially proactive, rebalance wisely, and navigate 2025 with confidence Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning