Listen in as Gabriel Shahin, CFP® and CEO of Falcon Wealth Planning, discuss whether it's important to still have a financial advisor while AI such as ChatGPT exists. 
If any of the material discussed in this podcast sounds like you or someone you know or raises more questions, give us a call at (855) 963-2526 or reach out to us at FalconWealthPlanning.com. Let us know you're a listener and we can set you up with a no-cost, no-obligation Financial assessment.
You can also e-mail your questions over to radio@falconwp.com and tune in to see if it's been answered.

Ep 193: Grading ChatGPT on Financial Advice

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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Join Gabriel Shahin, CFP® and host of "More Knowledge, More Wealth," as he delves into the vital role of financial advisors beyond just managing investments. In this episode, Gabriel sheds light on the misconceptions surrounding robo-advisors and challenges the notion that investment management alone suffices as financial guidance. He emphasizes the importance of holistic financial planning, which encompasses tax strategies, estate planning, and business considerations. 



Ep. 238 - The True Value of Your Financial Advisor

In this episode of "More Knowledge, More Wealth," Gabriel Shahin, Certified Financial Planner and President of Falcon Wealth Planning, dives into the current landscape of tax proposals and their potential impact on personal finance. With a blend of insight, frustration, and humor, Gabriel unpacks the illogical aspects of proposals like taxing unrealized gains and raising capital gains rates to 44.6%. He offers a critical analysis of the implications for businesses, investments, and the middle class, emphasizing the importance of proactive financial planning. 

Ep. 237 - Tax Proposals and Financial Strategy

In this episode of "More Knowledge, More Wealth," Gabriel Shahin, Certified Financial Planner and President of Falcon Wealth Planning, delves into the buzz surrounding Bitcoin. As Bitcoin's value skyrockets and its recent halving event draws attention, Gabriel breaks down the fundamentals of this digital currency.



Ep. 236 - The Mystery Behind Bitcoin

In this episode of More Knowledge, More Wealth, Gabriel Shahin sits down with Wendy Dudley, a relationship manager at Falcon Wealth Planning. Together, they delve into the unique challenges and opportunities faced by business owners in managing both their business and personal finances.

Ep. 235 - From Dream to Fortune

Join Gabriel Shahin, certified financial planner and host of "More Knowledge, More Wealth," as he delves into the complexities of personal finance with guest Kevin Mayo, a managing director at Falcon Wealth Planning. In this episode, Gabriel and Kevin discuss a wide range of topics, including the importance of tax planning, common mistakes made by individual investors, and the evolving role of technology in financial services.



Ep 193: Grading ChatGPT on Financial Advice

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