More Knowledge, More Wealth with Gabriel Shahin

Hosted by Falcon Wealth Planning

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Episodes

238

Latest episode

Oct 2026

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About the show

Financial Planning is a key element to Gabriel Shanin’s success as he meticulously spends the time to understand his clients to help serve their needs with the company’s niche in Tax Planning. His mission to help serve his clients make the best possible decision and take control of their financial futures.

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October 23, 202611 min

The Hidden Cost of Sitting in Cash

🔗 Give Zealth a try!! https://zealth.io 📅 Schedule a Free Financial Assessment https://www.falconwealthplanning.com/.. .Is holding cash safer than investing right now? Gabriel Shahin, CFP®, explains how inflation can erode purchasing power, why market timing is so difficult, and how your time horizon should shape your investment strategy. He compares cash, stocks, bonds, Treasuries, real estate, and money markets, while explaining when it may make sense to stay liquid and when long-term money should stay invested.👍 Like, Subscribe, and follow for more insights on wealth building, investing strategies, and financial education.🎙️ Follow Gabriel Shahin, CFP®:Website – https://gabrielshahin.com/ Instagram – / / falconoffinance LinkedIn – / / followgabriel X (Twitter) – https://x.com/falconoffinance?s=21&t=.. .🔗 Follow Falcon Wealth Planning:Linktree – https://linktr.ee/falconwealthplanning Instagram – / / falconwealthplanning LinkedIn – / / falc. .YouTube – @FalconWealthInc For business or podcast inquiries, please contact: Marketing@falconwp.com #WealthBuilding #Investing #FinancialPlanning -----------------------------------Disclaimer: Advisory services are offered through Falcon Wealth Planning, an SEC registered investment adviser. The views expressed in this op-ed are solely those of the author and do not necessarily reflect the opinions or policies of Falcon Wealth, its editors, or any affiliated entities. Any information provided herein is for informational purposes only and should not be construed as professional advice. Please consult a qualified financial professional for personalized guidance.For educational and informational purposes only. Historical market trends and asset class behaviors do not guarantee future results. Equities, bonds, and cash equivalents carry inherent risks, including the potential loss of principal. Falcon Wealth Planning is a fee-only registered investment adviser. Nothing in this video constitutes individual investment, legal, or tax advice.

October 16, 202629 min

Will AI Replace Financial Advisors? (A CFP's Take)

🔗 Give Zealth a try!! https://zealth.io 📅 Schedule a Free Financial Assessment https://www.falconwealthplanning.com/... Can AI make financial planning accessible to everyone? Gabriel Shahin, CFP®, and tech entrepreneur Yaroslav Lazar explore the future of AI-powered financial planning, personal finance, and wealth management. Discover how their new fintech platform, Zealth, aims to simplify budgeting, debt management, retirement planning, and financial independence through personalized guidance and interactive tools. Plus, hear Yaroslav's story of helping build Calendly and missing a potential $250 million opportunity.👍 Like, Subscribe, and follow for more insights on wealth building, investing strategies, and financial education.🎙️ Follow Gabriel Shahin, CFP®:Website – https://gabrielshahin.com/ Instagram – / / falconoffinance LinkedIn – / / followgabriel X (Twitter) – https://x.com/falconoffinance?s=21&t=...🔗 Follow Falcon Wealth Planning:Linktree – https://linktr.ee/falconwealthplanningInstagram – / / falconwealthplanning LinkedIn – / https://www.linkedin.com/company/falc...YouTube – @FalconWealthInc For business or podcast inquiries, please contact: Marketing@falconwp.com#WealthBuilding #Investing #FinancialPlanning -----------------------------------Disclaimer: Advisory services are offered through Falcon Wealth Planning, an SEC registered investment adviser. The views expressed in this op-ed are solely those of the author and do not necessarily reflect the opinions or policies of Falcon Wealth, its editors, or any affiliated entities. Any information provided herein is for informational purposes only and should not be construed as professional advice. Please consult a qualified financial professional for personalized guidance.This content is for educational and informational purposes only and is not individual investment, legal, or tax advice. Past performance does not guarantee future results, and all investing involves risk, including possible loss of principal. Mention of specific securities (e.g., Apple, Microsoft, Amazon) is for illustrative purposes only and is not a recommendation to buy or sell. Falcon Wealth Planning, LLC is an SEC-registered investment adviser. For personalized advice, consult a financial professional or review our Form ADV at FWP ADV Part 2A ( https://www.falconwealthplanning.com/wp-content/uploads/2026/07/20260611-Form-ADV-Part-2A-Falcon-Wealth-Planning-Inc.pdf )

October 9, 202611 min

Private Credit Explained (And Why Everyone Wants It)

What is private credit, and is it still worth investing in during 2026? Gabriel Shahin, CFP®, explains why private credit attracts high-net-worth investors, how direct lending works, and the risks behind higher yields. He covers redemption gates, illiquidity, floating-rate loans, borrower defaults, concentration risk, and why strong underwriting matters before adding private credit to a diversified portfolio.

October 5, 202611 min

How Much Privacy Are You Trading for AI?

🔗 Give Zealth a try!! https://zealth.io 📅 Schedule a Free Financial Assessment https://www.falconwealthplanning.com/.. .How safe is your data when AI connects to your financial life? Gabriel Shahin, CFP®, explores AI in financial services, including CRM integrations, client data, privacy risks, changing terms and conditions, and the tradeoff between convenience and security. He also examines how AI could expand into healthcare and investing—and why understanding who has access to your information may matter more than ever.👍 Like, Subscribe, and follow for more insights on wealth building, investing strategies, and financial education.🎙️ Follow Gabriel Shahin, CFP®:Website – https://gabrielshahin.com/ Instagram – / / falconoffinance LinkedIn – / / followgabriel X (Twitter) – https://x.com/falconoffinance?s=21&t=.. .🔗 Follow Falcon Wealth Planning:Linktree – https://linktr.ee/falconwealthplanning Instagram – / / falconwealthplanning LinkedIn – / https://www.linkedin.com/company/falc... YouTube – @FalconWealthInc For business or podcast inquiries, please contact: Marketing@falconwp.com #WealthBuilding #Investing #FinancialPlanning -----------------------------------Disclaimer: Advisory services are offered through Falcon Wealth Planning, an SEC registered investment adviser. The views expressed in this op-ed are solely those of the author and do not necessarily reflect the opinions or policies of Falcon Wealth, its editors, or any affiliated entities. Any information provided herein is for informational purposes only and should not be construed as professional advice. Please consult a qualified financial professional for personalized guidance.For educational/informational purposes only. Views expressed are subject to change and do not constitute investment advice or a recommendation to buy or sell any security. Mentions of specific securities (e.g., Nvidia) or third-party providers (e.g., Schwab, Fidelity) are for illustrative purposes only and are not recommendations or endorsements. Past performance is no guarantee of future results.

September 28, 202611 min

Rental Property vs S&P 500 in 2026

🔗 Give Zealth a try!! https://zealth.io 📅 Schedule a Free Financial Assessment https://www.falconwealthplanning.com/.. .Real estate vs. the S&P 500 in 2026—which investment makes more sense? Gabriel Shahin, CFP®, breaks down the true cost of a $500,000 rental property, including mortgage payments, taxes, insurance, maintenance, vacancies, appreciation, depreciation, and property management. He then compares those numbers with S&P 500 investing, liquidity, and long-term returns to show why investors should run the math before choosing where to put their money.👍 Like, Subscribe, and follow for more insights on wealth building, investing strategies, and financial education.🎙️ Follow Gabriel Shahin, CFP®:Website – https://gabrielshahin.com/ Instagram – / / falconoffinance LinkedIn – / / followgabriel X (Twitter) – https://x.com/falconoffinance?s=21&t=.. .🔗 Follow Falcon Wealth Planning:Linktree – https://linktr.ee/falconwealthplanning Instagram – / / falconwealthplanning LinkedIn – / https://www.linkedin.com/company/falc... YouTube – @FalconWealthInc For business or podcast inquiries, please contact: Marketing@falconwp.com #WealthBuilding #Investing #FinancialPlanning -----------------------------------Disclaimer: Advisory services are offered through Falcon Wealth Planning, an SEC registered investment adviser. The views expressed in this op-ed are solely those of the author and do not necessarily reflect the opinions or policies of Falcon Wealth, its editors, or any affiliated entities. Any information provided herein is for informational purposes only and should not be construed as professional advice. Please consult a qualified financial professional for personalized guidance.For educational and informational purposes only; not personalized investment, tax, or legal advice. Past performance does not guarantee future results, and market investments involve risk of loss. S&P 500 and real estate estimates are hypothetical examples. Consult a qualified professional regarding your specific situation. Falcon Wealth Planning, LLC is an SEC-registered investment adviser.

September 28, 20268 min

The Silver Tsunami (how it changes your inheritance)

🔗 Give Zealth a try!! https://zealth.io 📅 Schedule a Free Financial Assessment https://www.falconwealthplanning.com/.. .What happens when you inherit money during the Great Wealth Transfer? Gabriel Shahin, CFP® explains how inheritances work, including trusts, inherited IRAs, real estate, brokerage accounts, beneficiary rules, step-up in cost basis, and potential tax consequences. Learn what happens after a parent passes away, common inheritance mistakes to avoid, and why you should never build your financial future around money you expect to inherit.👍 Like, Subscribe, and follow for more insights on wealth building, investing strategies, and financial education.🎙️ Follow Gabriel Shahin, CFP®:Website – https://gabrielshahin.com/ Instagram – / / falconoffinance LinkedIn – / / followgabriel X (Twitter) – https://x.com/falconoffinance?s=21&t=.. .🔗 Follow Falcon Wealth Planning:Linktree – https://linktr.ee/falconwealthplanning Instagram – / / falconwealthplanning LinkedIn – / https://www.linkedin.com/company/falc... YouTube – @FalconWealthInc For business or podcast inquiries, please contact: Marketing@falconwp.com #WealthBuilding #Investing #FinancialPlanning -----------------------------------Disclaimer: Advisory services are offered through Falcon Wealth Planning, an SEC registered investment adviser. The views expressed in this op-ed are solely those of the author and do not necessarily reflect the opinions or policies of Falcon Wealth, its editors, or any affiliated entities. Any information provided herein is for informational purposes only and should not be construed as professional advice. Please consult a qualified financial professional for personalized guidance.

September 28, 20268 min

How Rich People Make Money With Debt

🔗 Give Zealth a try!! https://zealth.io 📅 Schedule a Free Financial Assessment https://www.falconwealthplanning.com/.. .How do wealthy investors make their money work harder? Gabriel Shahin, CFP®, explains financial arbitrage, box spreads, Treasury rates, high-yield savings accounts, leverage, and tax strategies sophisticated investors use to build wealth. Learn how borrowing at 4% while earning 6% could create additional income, how Section 1256 tax treatment works, and why having more invested capital can unlock advanced investment opportunities.👍 Like, Subscribe, and follow for more insights on wealth building, investing strategies, and financial education.🎙️ Follow Gabriel Shahin, CFP®:Website – https://gabrielshahin.com/ Instagram – / / falconoffinance LinkedIn – / / followgabriel X (Twitter) – https://x.com/falconoffinance?s=21&t=.. .🔗 Follow Falcon Wealth Planning:Linktree – https://linktr.ee/falconwealthplanning Instagram – / / falconwealthplanning LinkedIn – / https://www.linkedin.com/company/falc... YouTube – @FalconWealthInc For business or podcast inquiries, please contact: Marketing@falconwp.com #WealthBuilding #Investing #FinancialPlanning -----------------------------------Disclaimer: Advisory services are offered through Falcon Wealth Planning, an SEC registered investment adviser. The views expressed in this op-ed are solely those of the author and do not necessarily reflect the opinions or policies of Falcon Wealth, its editors, or any affiliated entities. Any information provided herein is for informational purposes only and should not be construed as professional advice. Please consult a qualified financial professional for personalized guidance.

September 28, 20266 min

Is Gold a Good Investment? (What the Data Shows)

🔗 Give Zealth a try!! https://zealth.io 📅 Schedule a Free Financial Assessment https://www.falconwealthplanning.com/.. .Is gold really the best hedge against inflation? In this episode, CFP® Gabriel Shahin explains the truth about investing in gold, the difference between a Troy ounce and a standard ounce, and how precious metals are priced. Learn how gold has historically performed versus inflation, the hidden costs of buying and selling physical gold, and why many investors misunderstand its long-term returns. Discover whether gold or the stock market is the better strategy for building long-term wealth.👍 Like, Subscribe, and follow for more insights on wealth building, investing strategies, and financial education.🎙️ Follow Gabriel Shahin, CFP®:Website – https://gabrielshahin.com/ Instagram – / / falconoffinance LinkedIn – / / followgabriel X (Twitter) – https://x.com/falconoffinance?s=21&t=.. .🔗 Follow Falcon Wealth Planning:Linktree – https://linktr.ee/falconwealthplanning Instagram – / / falconwealthplanning LinkedIn – / https://www.linkedin.com/company/falc... YouTube – @FalconWealthInc For business or podcast inquiries, please contact: Marketing@falconwp.com #WealthBuilding #Investing #FinancialPlanning -----------------------------------Disclaimer: Advisory services are offered through Falcon Wealth Planning, an SEC registered investment adviser. The views expressed in this op-ed are solely those of the author and do not necessarily reflect the opinions or policies of Falcon Wealth, its editors, or any affiliated entities. Any information provided herein is for informational purposes only and should not be construed as professional advice. Please consult a qualified financial professional for personalized guidance.

August 31, 202615 min

What I Wish I Knew About Money at 11

🔗 Give Zealth a try!! https://zealth.io📅 Schedule a Free Financial Assessmenthttps://www.falconwealthplanning.com/...Can kids learn investing, saving, and financial planning? In this episode, CFP® Gabriel Shahin is interviewed by his 11-year-old daughter as they explore money, first jobs, investing, taxes, retirement, and smart financial habits. Learn simple lessons on building wealth, avoiding money mistakes, making your money work for you, and teaching children financial literacy. A fun, family-friendly conversation packed with practical personal finance advice for every generation.👍 Like, Subscribe, and follow for more insights on wealth building, investing strategies, and financial education.🎙️ Follow Gabriel Shahin, CFP®:Website – https://gabrielshahin.com/Instagram – / https://www.instagram.com/falconoffinance/LinkedIn – / https://www.linkedin.com/in/followgabriel/X (Twitter) – https://x.com/falconoffinance?s=21&t=...🔗 Follow Falcon Wealth Planning:Linktree – https://linktr.ee/falconwealthplanningInstagram – / https://www.instagram.com/falconwealthplanning/LinkedIn – / https://www.linkedin.com/company/falcon-wealth-planning-inc-/?viewAsMember=trueYouTube – @FalconWealthInc For business or podcast inquiries, please contact: Marketing@falconwp.com#WealthBuilding #Investing #FinancialPlanning -----------------------------------Disclaimer: Advisory services are offered through Falcon Wealth Planning, an SEC registered investment adviser. The views expressed in this op-ed are solely those of the author and do not necessarily reflect the opinions or policies of Falcon Wealth, its editors, or any affiliated entities. Any information provided herein is for informational purposes only and should not be construed as professional advice. Please consult a qualified financial professional for personalized guidance.

August 24, 202610 min

Is Buying a Home Still Worth It?

📅 Schedule a Free Financial Assessmenthttps://www.falconwealthplanning.com/...Rent vs. buy—which builds more wealth? In this episode, CFP® Gabriel Shahin breaks down the real financial math behind homeownership, mortgage tax deductions, home equity, rising rent costs, and long-term investing. Learn why buying a home may outperform renting for many households, how housing impacts retirement planning, and the hidden costs most rent-vs.-buy videos ignore. Get practical financial planning insights to help you decide if buying a home is the right move for you.👍 Like, Subscribe, and follow for more insights on wealth building, investing strategies, and financial education.🎙️ Follow Gabriel Shahin, CFP®:Website – https://gabrielshahin.com/Instagram – / https://www.instagram.com/falconoffinance/LinkedIn – / https://www.linkedin.com/in/followgabriel/X (Twitter) – https://x.com/falconoffinance?s=21&t=...🔗 Follow Falcon Wealth Planning:Linktree – https://linktr.ee/falconwealthplanningInstagram – / https://www.instagram.com/falconwealthplanning/LinkedIn – / https://www.linkedin.com/company/falcon-wealth-planning-inc-/?viewAsMember=trueYouTube – @FalconWealthInc For business or podcast inquiries, please contact: Marketing@falconwp.com#WealthBuilding #Investing #FinancialPlanning -----------------------------------Disclaimer: Advisory services are offered through Falcon Wealth Planning, an SEC registered investment adviser. The views expressed in this op-ed are solely those of the author and do not necessarily reflect the opinions or policies of Falcon Wealth, its editors, or any affiliated entities. Any information provided herein is for informational purposes only and should not be construed as professional advice. Please consult a qualified financial professional for personalized guidance.