More Knowledge, More Wealth!

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

California is on fire—literally and financially. In this explosive episode, we break down the devastating Southern California wildfires, the $100 billion economic fallout, and why nearly a third of affected homeowners are left uninsured. President Gabriel Shahin CFP®, dives deep into California's ongoing insurance crisis, failed fire prevention policies, and the political mismanagement that led to this disaster. Is Gavin Newsom's leadership to blame? Are taxpayer dollars being wasted on ineffective programs instead of critical infrastructure? And why is California, despite being the world's fifth-largest economy, experiencing mass business exits and financial turmoil? Gabriel also tackles election concerns, taxation without representation, and the broader economic decline of the Golden State.  Tune in. This is an episode you don't want to miss! Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning

In this episode of More Knowledge, More Wealth, President Gabriel Shahin, CFP dives into the essential financial planning strategies to set yourself up for success in 2025. From tax-saving tips and investment strategies to budgeting and retirement planning, Gabriel covers it all with a blend of empathy and expertise. Discover the benefits of early RMD transfers, leveraging HSAs and FSAs, and maximizing charitable giving for tax efficiency. Gain insights on practical ways to tackle credit card debt, prioritize savings, and create a budget that aligns with your financial goals. Gabriel also critiques Bankrate.com's New Year's resolutions, offering actionable advice to enhance your financial literacy and prepare for the future. Whether you're reassessing career opportunities, updating beneficiary forms, or exploring diversification in your investment portfolio, this episode provides a roadmap for disciplined and informed financial decision-making. Start the year strong and take control of your financial future with this comprehensive guide. Tune in for tips, strategies, and expert insights to make 2025 your most financially confident year yet! Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning

In this episode, Gabriel Shahin, CFP®, highlights key financial and tax planning updates for 2025 and beyond, emphasizing critical changes that may occur in 2026 if current tax provisions expire. From retirement account contribution limits and estate tax thresholds to Social Security updates and Medicare premiums, Gabriel shares how these shifts can affect individuals across various income levels. He also offers proactive guidance on strategies to optimize retirement contributions, manage tax liabilities, and prepare for future changes to tax brackets, estate exemptions, and the Tax Cuts and Jobs Act. Whether you're planning your legacy, managing income, or running a business, this episode provides practical insights to help protect your financial well-being. Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning

In this episode, Gabriel Shahin, CFP®, highlights key financial and tax planning updates for 2025 and beyond, emphasizing critical changes that may occur in 2026 if current tax provisions expire. From retirement account contribution limits and estate tax thresholds to Social Security updates and Medicare premiums, Gabriel shares how these shifts can affect individuals across various income levels. He also offers proactive guidance on strategies to optimize retirement contributions, manage tax liabilities, and prepare for future changes to tax brackets, estate exemptions, and the Tax Cuts and Jobs Act. Whether you're planning your legacy, managing income, or running a business, this episode provides practical insights to help protect your financial well-being. Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning

Join Gabriel Shahin, CFP®, as he shares 10 transformative financial goals to elevate your financial health and set you on a path to success. In this episode, Gabriel moves beyond common resolutions, offering actionable insights to help you save more, spend smarter, and build lasting wealth.Packed with relatable stories and expert guidance, this episode provides a clear roadmap to financial empowerment. Whether you're just starting or ready to refine your financial game plan, these tips will help you take control of your money and make 2025 your best financial year yet. Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning

Join Gabriel Shahin, CFP® as he blends last weeks holiday cheer with practical financial wisdom. This episode explores how to spark meaningful money conversations during family gatherings and turn the season of giving into an opportunity for thoughtful financial planning. Discover creative strategies for handling unwanted gifts—whether regifting, donating, or selling online—and learn how to leverage charitable giving for tax benefits. With humor and actionable insights, this will help you make the most of your holiday season by fostering gratitude, strengthening family bonds, and approaching financial decisions with purpose. Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning

 In this festive and insightful episode, Gabriel Shahin, CFP®, shares the historical and cultural origins of Santa Claus while delivering 25 actionable tips for saving money during the holiday season. From the generosity of Saint Nicholas to the modern-day Santa shaped by marketing, Gabriel connects the timeless spirit of giving to practical financial strategies. Learn how to embrace mindful spending, simplify gift-giving, and prioritize meaningful experiences over materialism—all while fostering financial well-being. This episode is a perfect blend of history, holiday cheer, and financial wisdom to help you make the season both joyful and budget-friendly. Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning

In this episode, Gabriel Shahin—President of Falcon Wealth Planning and Certified Financial Planner™—explores the latest financial trends, including record highs for Tesla, Apple, NVIDIA, and Bitcoin's surge past $100,000. He presents tailored investment strategies for wealth levels from under $2 million to over $25 million, emphasizing liquidity and diversification. Gabriel also addresses recent fraudulent activities and market volatility, offering expert advice on portfolio management and risk assessment to protect and grow your wealth responsibly. Tune in to gain actionable insights and empower your financial journey.

Financial planning isn't one-size-fits-all—it evolves as you move through life. In this episode, Gabriel breaks down essential strategies for every financial stage: starting out, building wealth, and navigating retirement. Learn why early saving matters, how to balance competing priorities during your working years, and the smart moves for a tax-efficient retirement. Whether you're just starting out or planning your legacy, this episode has actionable insights for everyone. Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning

Finances can feel like a taboo topic at family gatherings, much like politics or religion—but does it have to be that way? In this episode, Gabriel Shahin, CFP® explores how to transform potentially awkward holiday conversations into opportunities for meaningful connection and financial growth. Discover 10 thought-provoking questions that can spark engaging discussions about budgeting, retirement, investing, and more. Whether you're sharing strategies or gaining new insights, Gabriel offers tips for keeping these conversations inclusive, judgment-free, and enlightening. Tune in to learn how money talk can strengthen bonds, foster mutual learning, and inspire personal growth this holiday season. Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning

Join Gabriel Shahin as he explores the spirit of Thanksgiving through stories of gratitude, family, and financial reflection. Discover fascinating Thanksgiving facts, from the history of the holiday to quirky turkey trivia, while gaining insights into the deeper meaning of personal finance.  Gabriel shares heartfelt lessons from his own journey, including the origins of Falcon Wealth Planning and the values that drive its client-first philosophy. Learn how to appreciate your financial progress, embrace gratitude, and build a life centered on what truly matters. Perfect for the holiday season, this episode is a reminder to celebrate blessings, both big and small. Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning

In this episode, Gabriel Shahin dives into the unique financial challenges of affluent individuals, from buying private jets to managing luxury purchases and navigating complex tax strategies. Using real-life client stories, he highlights how even the wealthy benefit from thoughtful financial advice tailored to their goals. Gabriel explores the emotional and practical sides of wealth management, the role of adversity in financial success, and the universal need for a trusted financial partner. Whether you're a high-net-worth individual or striving for financial growth, discover actionable insights and strategies to make smarter financial decisions. Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning

In this episode, Gabriel Shahin offers a clear-headed perspective on how to navigate market reactions following a presidential election, highlighting why separating political beliefs from financial decisions is key to long-term success. As election results stir emotions across the country, Gabriel dives into the post-election market performance, showing why indices like the Dow, S&P 500, NASDAQ, and even Bitcoin have reacted positively to the election's outcome. He discusses the impact of policy clarity on tax reform, crime, and regulatory shifts, advising investors to stay focused on the market's inherent resilience rather than short-term reactions. With practical insights and historical examples, Gabriel underscores the importance of keeping a steady, unbiased approach to investing—no matter the political climate. Tune in to learn how a long-term, pragmatic strategy can help you stay on track regardless of who holds office. Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning

In this episode, Gabriel Shahin, CFP® dives into the buzz around the upcoming election season and what it means for the financial world. Looking back at historical patterns from presidents Bush through Biden, he explains how the markets might react with temporary dips and swings but often recover and stabilize.  Gabriel emphasizes the importance of sticking to a long-term financial plan that remains steady, no matter the political climate. He highlights how topics like tax policies, healthcare, foreign relations, and inflation can influence personal finances—and why reacting to every political shift might not be the best move.  Instead, Gabriel encourages focusing on local ballot measures that could directly impact your finances and staying disciplined with an investment strategy that stands the test of time. Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning 

In this episode, CERTIFIED FINANCIAL PLANNER, CFP® Gabriel Shahin blends personal finance insights with reflections on life, current events, and the upcoming U.S. elections. Gabriel emphasizes the importance of not letting political stress consume personal happiness or financial well-being. He encourages listeners to enjoy life's simple pleasures—especially during festive times like Halloween—while offering practical tips for managing holiday expenses. Discover how personal finance can serve as a tool to enhance life rather than complicate it. Gabriel also explores how wealth magnifies personality traits, the importance of staying positive, and the joy found in everyday moments. Tune in for valuable financial advice intertwined with life philosophy, offering a reminder to live in the moment while planning for the future. Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning

In this episode, President Gabriel Shahin, CFP® explores the complex relationship between politics and market performance, revealing why presidential terms shouldn't dictate investment decisions. Drawing on historical data from 1929 to today, Gabriel discusses key periods like the Great Depression and Dot-Com Bubble, offering insight into market returns under various presidents. Listeners will gain valuable tips on how to capitalize on market downturns, why global diversification is essential, and the importance of working with a financial planner to ensure long-term success, regardless of political shifts. Tune in for practical strategies to strengthen your portfolio during unpredictable times Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning

In this episode of the "More Knowledge, More Wealth" podcast, Gabriel Shahin, CERTIFIED FINANCIAL PLANNER PROFESSIONAL CFP® and President of Falcon Wealth Planning, shares his candid thoughts on financial decisions that defy logic. Drawing on his experience as the head of a fee-only, non-commissioned fiduciary firm, Gabriel highlights the importance of consulting unbiased professionals to make smarter choices. He dives into two surprising client scenarios—a couple prematurely buying a retirement home and a parent investing in a vintage car for a toddler—that reveal the pitfalls of ignoring financial logic for sentiment. Gabriel stresses the need to challenge one's own financial assumptions and offers practical advice on balancing life goals with sound money management. Tune in to learn how to avoid costly mistakes and why a second opinion from a financial expert could save you millions. Schedule a free assessment:https://www.falconwealthplanning.com/... Follow our socials:https://linktr.ee/falconwealthplannin

In this episode, Certified Financial Planner Gabriel Shahin, CFP® unpacks the recent controversy surrounding OpenAI's shift from a nonprofit to a for-profit company. He delves into the dramatic events leading to Sam Altman's return as CEO and how OpenAI's rapid growth, including Elon Musk's early $50 million investment, spurred tensions. Gabriel explores the legal and financial ramifications of converting nonprofits to for-profits, shedding light on California regulations versus IRS guidelines. ​Listeners will also gain valuable insights into philanthropy and financial planning as Gabriel discusses setting up private 501(c)(3) foundations, tax-saving strategies, and the role of charitable giving in building a lasting legacy. He connects these themes to Falcon Wealth Planning's own use of AI technology, illustrating how AI is revolutionizing financial advising and client management. ​​Whether you're interested in nonprofit management, the ethical debates around AI, or strategic charitable giving, this episode offers a thoughtful exploration of the financial intricacies behind these important topics. Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning

In this episode, Gabriel Shahin, CFP®, shares how the wealthy approach investing and stay disciplined during market ups and downs. He talks about common financial mistakes people make and how you can avoid them. Using real-life examples and social media posts, Gabriel covers topics like alternative investments, long-term planning, and why it's smart to let professionals handle complicated financial tasks. He also breaks down how to handle market downturns, when to increase your portfolio contributions, and the top five mistakes retirees often make. If you're looking for simple, practical advice to improve your financial future, this episode has you covered. Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning

Remember when we thought the pandemic was going to cause complete economic destruction? What did the Fed do to try to thwart it? They lowered already all-time low interest rates.Did it work? No. Not really. Our government shut down, heck, the world shut down! The Fed was a little out of their depth there.But here we go again. We're starting to see signs of an economic downturn. So, what did the Fed do? This week, they lowered interest rates by .5% again. In this podcast episode, I unpack the Federal Reserve's aggressive rate cut, explain how it's rooted in the Taylor Rule, and explore what this means for borrowers, savers, and investors. With proactive financial planning, you can navigate these economic shifts and adjust your financial strategy. Listen to my podcast to get the full scope of what these rate cuts could mean for you.

Feeling lost in today's unpredictable market? Gabriel dives into the difference between small-cap and large-cap stocks and the ongoing growth vs. value debate. The key takeaway: Diversification isn't just important—it's essential for long-term success. When the market gets rough, staying calm and disciplined is what separates the pros from the amateurs. The episode covers how the Federal Reserve's rate cuts are impacting bonds, and where the rich are finding hidden opportunities in bear markets. Now's the time to position your portfolio for real, lasting growth. Don't sit back and play around with your future—it's time to get proactive. Falcon Wealth Planning, a fee-only fiduciary firm, is here to make planning simple with a free financial assessment. Tune in for real, no-nonsense advice to handle the ups and downs of the market. #followgabe for more tips! Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning

In this episode, Gabriel Shahin shines a light on the Fed's lowering interest rates. Interest rate cuts can affect both personal and business finances. Lower rates may help companies manage debt and improve cash flow, which could impact stock market performance. For consumers, lower rates might make homes more affordable, but they could also lead to higher home prices. Looking at failed banking strategies, like those used by Silicon Valley Bank, gives important insights into bond investments when rates are falling. Recent tax cuts for businesses may affect stock prices, and some people are moving away from the 'buy and hold' approach, choosing a more active strategy during uncertain times. Falcon Wealth Planning offers free financial assessments to help you review your portfolio and explore strategies for today's changing economy. Remember, investing involves risk, and it's important to match your strategies with your goals and risk level. Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning

In this episode, host Gabriel Shahin dives into the unintended consequences of California's new law mandating a $20 minimum wage for fast food workers at chains with 50 or more locations. Shahin explores the broader economic implications of this policy, including job cuts, reduced employee benefits, and the increased reliance on automation. He discusses how these changes may lead to higher consumer prices, potentially making fast food more expensive than sit-down restaurants. Beyond the fast food industry, Shahin touches on inflation, technological advancements, and shifting consumer behaviors, highlighting the importance of adapting to these economic shifts. The episode issues actionable advice on leveraging technology for personal financial growth and the necessity of seeking professional financial guidance to navigate the evolving landscape.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® and President of Falcon Wealth Planning, explores managing finances amid market volatility. He critiques the tech industry's overvaluation, discusses the impact of high interest rates, and advises against relying solely on the S&P 500. Gabriel emphasizes diversification and proactive portfolio management, offering practical strategies to mitigate risk. Tune in for essential insights on navigating today's financial challenges.

In this episode of "More Knowledge, More Wealth," Gabriel Shahin, Certified Financial Planner and President of Falcon Wealth Planning, delves into the essential relationship between effective leadership and financial stability. Shahin contrasts the management missteps at Starbucks under former CEO Laxman Narasimhan with the remarkable growth achieved by Chipotle under Brian Niccol's leadership. As global events fuel market volatility, Shahin emphasizes the importance of a long-term investment strategy and the value of working with a fee-only financial advisor who prioritizes clients' best interests. The episode also explores how leadership shapes company culture and financial performance, offering key insights for personal finance and business management. Tune in to understand how leadership can influence financial outcomes and why the right guidance is crucial in today's unpredictable market. 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®, delves into navigating recent market volatility, highlighting the importance of professional financial advice and strategic planning. He discusses the decline in the AI sector, risks of 24-hour trading platforms, broader market trends, and the significance of diversification. Gabriel also warns against predatory sales tactics and underscores the value of working with a true fiduciary to develop robust financial strategies during uncertain times.

In this episode of "More Knowledge, More Wealth," Gabriel Shahin, Certified Financial Planner and president of Falcon Wealth Planning, dives into the top 10 reasons for considering retirement, switching careers, or making significant job changes. Gain valuable insights as Gabriel talks about recognizing key signs that it might be time to retire, from job satisfaction and financial readiness to health considerations and emotional fulfillment. Join us as Gabriel provides valuable insights and actionable advice on how to navigate these major life transitions and ensure your financial well-being. Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning

In this compelling episode of "More Knowledge, More Wealth," Gabriel Shahin, a Certified Financial Planner and President of Falcon Wealth Planning, delves into critical financial planning topics against the backdrop of recent shocking news events. The assassination attempt on former President Donald Trump serves as a poignant reminder of life's unpredictability. Gabriel underscores the importance of robust financial planning, emphasizing estate planning, insurance, and business succession planning as key components. Conversely, he highlights the chaos and financial strain that can ensue when these crucial steps are neglected. Join us as Gabriel provides valuable insights and actionable advice to help you safeguard your financial future, no matter what unexpected events life may bring.

In this insightful episode of "More Knowledge, More Wealth," Gabriel Shahin, Certified Financial Planner and President of Falcon Wealth Planning, dives deep into critical personal finance topics to help listeners achieve financial independence. Gabriel addresses the current economic climate, highlighting mid-2024 inflation updates, the housing market's impact, and strategic financial planning. He offers practical advice on personal budgeting, debt management, and the importance of saving for retirement. Learn about the challenges posed by rising costs, "shrinkflation," and institutional investments in real estate, and discover actionable steps to enhance your financial well-being.

In this episode of "More Knowledge, More Wealth," Certified Financial Planner Gabriel Shahin delves into essential personal finance topics, underscoring the value of Falcon Wealth Planning as a fee-only, true fiduciary firm. Discover key market trends, the significance of understanding market fluctuations, and why disciplined investing is crucial. Gabriel critiques sensational market predictions from firms like Morgan Stanley and highlights the implications of market drops and highs for investors. Learn about the advantages of fee-only advisory services and the pitfalls of commission-based financial advice. Tune in to understand how Falcon Wealth Planning's client-centric approach can help you navigate the complexities of the financial world.

Join Gabriel Shahin, CFP® and President of Falcon Wealth Planning, as he delves into essential strategies for managing your finances through economic ups and downs. In this episode, Gabriel explores the impact of market volatility on investments, emphasizing the importance of staying informed and prepared. Discover why diversified index investing can mitigate risks in uncertain times and learn how to align your financial strategy with current market dynamics. Tune in to gain valuable insights and learn how Falcon Wealth Planning can guide you toward financial success!

Join Gabriel Shahin, CFP® and President of Falcon Wealth Planning, on this episode where he delves into the complexities of market dynamics and investment strategies. This discussion covers a range of critical topics including the effects of stock fluctuations in major companies like NVIDIA and Tesla, and the strategic financial maneuvers companies employ during market shifts. Gabriel provides a deep dive into the principles of stock valuations, the impact of stock splits, and the traps of meme stock phenomena. Listeners will gain invaluable insights on navigating the market with a focus on long-term investment stability and how to discern solid investment opportunities from hype. Tune in to arm yourself with the knowledge to make informed decisions and optimize your investments amidst an ever-changing financial landscape.