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As we close out the year, this episode brings a full recap of 2025 and a clear-eyed look at how to position yourself for 2026.
In this special year-end episode of More Knowledge, More Wealth, Gabriel Shahin, CFP®, reflects on the biggest themes, questions, and lessons investors faced in 2025—covering taxes, investing, AI, private markets, real estate, and long-term portfolio discipline.
What you’ll learn:
• Practical ways to save and invest more without feeling overwhelmed
• Smarter approaches to education costs, student loans, and employer tuition benefits
• Why market volatility creates opportunity—not panic • How to think clearly about AI, private investments, and speculative trends
• What to know before chasing private stock deals and SPVs • Why profitability and discipline matter more than hype • How to evaluate real estate as an investment—not an emotional decision
• Why no one can predict the market—and what actually works instead
Wealth isn’t built by guessing what happens next year. It’s built by discipline, consistency, and understanding where your money is working. Use this recap to reflect on 2025, reset your priorities, and move into 2026 with clarity and confidence.
📅 Schedule a Free Financial Assessmenthttps://www.falconwealthplanning.com/...🎙️ Follow Gabriel Shahin, CFP®:Website – https://gabrielshahin.com/Instagram – / falconoffin. .LinkedIn – / followgab. .X (Twitter) – https://x.com/falconoffinance?s=21&t=...🔗 Follow Falcon Wealth Planning:Linktree – https://linktr.ee/falconwealthplanningInstagram – / falconwealt. .LinkedIn – / falc. .YouTube – @FalconWealthInc For business or podcast inquiries, please contact: Marketing@falconwp.com-----------------------------------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.
By Falcon Wealth Planning4.8
2121 ratings
As we close out the year, this episode brings a full recap of 2025 and a clear-eyed look at how to position yourself for 2026.
In this special year-end episode of More Knowledge, More Wealth, Gabriel Shahin, CFP®, reflects on the biggest themes, questions, and lessons investors faced in 2025—covering taxes, investing, AI, private markets, real estate, and long-term portfolio discipline.
What you’ll learn:
• Practical ways to save and invest more without feeling overwhelmed
• Smarter approaches to education costs, student loans, and employer tuition benefits
• Why market volatility creates opportunity—not panic • How to think clearly about AI, private investments, and speculative trends
• What to know before chasing private stock deals and SPVs • Why profitability and discipline matter more than hype • How to evaluate real estate as an investment—not an emotional decision
• Why no one can predict the market—and what actually works instead
Wealth isn’t built by guessing what happens next year. It’s built by discipline, consistency, and understanding where your money is working. Use this recap to reflect on 2025, reset your priorities, and move into 2026 with clarity and confidence.
📅 Schedule a Free Financial Assessmenthttps://www.falconwealthplanning.com/...🎙️ Follow Gabriel Shahin, CFP®:Website – https://gabrielshahin.com/Instagram – / falconoffin. .LinkedIn – / followgab. .X (Twitter) – https://x.com/falconoffinance?s=21&t=...🔗 Follow Falcon Wealth Planning:Linktree – https://linktr.ee/falconwealthplanningInstagram – / falconwealt. .LinkedIn – / falc. .YouTube – @FalconWealthInc For business or podcast inquiries, please contact: Marketing@falconwp.com-----------------------------------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.

39,197 Listeners