ABOUT THIS 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 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)
