OM DENNE PODCAST 🔗
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.
Værter:
Opdateringsfrekvens:
every 5 days
Gennemsnitlig lydlængde:
23 minutes
Har sponsorer
Engelsk
USA
240 episoder
siden 15. januar 2022
episodic
SENESTE EPISODE 🔗
🔗 Give Zealth a try!! https://zealth.io📅 Schedule a Free Financial Assessmenthttps://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 financ…
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SIDSTE EPISODER 🔗
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,…
🔗 Give Zealth a try!! https://zealth.io📅 Schedule a Free Financial Assessmenthttps://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, changi…
🔗 Give Zealth a try!! https://zealth.io📅 Schedule a Free Financial Assessmenthttps://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,…
🔗 Give Zealth a try!! https://zealth.io📅 Schedule a Free Financial Assessmenthttps://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 ac…
🔗 Give Zealth a try!! https://zealth.io📅 Schedule a Free Financial Assessmenthttps://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…
🔗 Give Zealth a try!! https://zealth.io📅 Schedule a Free Financial Assessmenthttps://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 o…
🔗 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…
📅 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…
📅 Schedule a Free Financial Assessmenthttps://www.falconwealthplanning.com/...How do you choose the right financial advisor? Gabriel Shahin, CFP®, shares the key questions to ask before hiring a financial advisor. Learn how advisor fees work, what fee-only means, why fiduciary status matters, which…
Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Falcon Wealth Planning, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
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