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In this week's episode of "More Knowledge, More Wealth," Gabriel Shahin, CFP® and President of Falcon Wealth Planning, breaks down the significant tax changes coming in 2026. He covers the return of exemptions, reduced standard deductions, AMT taxes, and updates to mortgage interest deductions and the SALT cap. Gabriel also emphasizes the importance of estate tax planning and the benefits of the Qualified Business Income (QBI) deduction. With rising tax brackets on the horizon, he offers essential strategies for proactive financial planning. Tune in for key tips on navigating these upcoming tax changes.
In this episode of "More Knowledge, More Wealth," Gabriel Shahin, CFP®, explores the difference between business owners and entrepreneurs, highlighting how true entrepreneurs scale and diversify their ventures. He shares insights from successful figures like Tom Brady and LeBron James, showing how strategic investments can grow wealth.
Shahin offers practical advice for aspiring entrepreneurs on having a clear vision, commitment, and resilience. He emphasizes the importance of financial planning and reinvesting profits. Listeners are invited to a free financial assessment from Falcon Wealth Planning to enhance their financial situations.
Join Gabriel Shahin on 'More Knowledge, More Wealth' for expert advice on starting a business. Learn step-by-step how to launch your venture, from planning to navigating legal and financial hurdles. Discover why traditional business plans aren't always necessary and get practical tips for success. Tune in now to kickstart your entrepreneurial journey!
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.
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.
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.
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.
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.
In this episode of "More Knowledge, More Wealth," host Gabriel Shahin, has a conversation with his brother Matthew about his recent transition from Vanguard to Falcon Wealth Planning. Together, they compare and contrast their experiences at Vanguard and Falcon Wealth, shedding light on the differences in approach and services offered.
In this episode of "More Knowledge, More Wealth," Gabriel Shahin, Certified Financial Planner and host, dives deep into the intricate world of retirement planning. Shahin provides invaluable insights into various aspects of retirement planning, debunking common misconceptions and shedding light on often overlooked factors. He stresses the necessity of comprehensive financial assessments tailored to individual situations, advocating for proactive strategies that prioritize tax efficiency and financial security.
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