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Gabriel Shahin joins us in our recent Virtual U.S. Financial Advisors podcast episode. He is the Principal and Founder of Falcon Wealth Planning. Our guest has extensive experience in advanced tax planning, portfolio analysis, and investment management and has helped families and individuals reach their financial goals since 2003.He is on a quest to create a firm that can cater to all aspects of wealth planning, Wealth Management, wealth accumulation, and wealth retention. He talks about how taxes are the biggest expense to the clients. In addition, he discusses why it’s crucial to save money and why cash is king for a business owner.According to Gabriel, your taxes have to be done right. It is crucial to consult with a knowledgeable and experienced firm. In addition, high-net-worth individuals have too many moving parts that are a part of their wealth. So, it’s important to have a team that has different experts. It is all about the mentality shift, to look at spending money as making money in the long-term. Moreover, he gives us insights regarding different tax-reducing strategies that can be used in quarters 3 and 4.Tune in to the episode to know what else Gabriel shares in taxes and overall wealth management.Gabriel Talks About:(((((((More About GabrielBefore founding Falcon Wealth Planning, Gabriel served as an Investment Consultant specializing in asset guidance for high-net-worth individuals at TD Ameritrade. He also held his FINRA Series 7 and 66 licenses before working with a fee-only advisory firm. Gabriel received his Bachelor’s of Science degree in Business from the WP Carey School of Business at Arizona State University and his Master’s from the University of Massachusetts.You can reach out to him via his website: www.falconwealthplanning.comDisclaimer:The content has been made available for informational and educational purposes only. The content is not intended to be a substitute for professional investment, legal or tax advice. Always seek the advice of your financial advisor or other qualified professionals with any questions you may have regarding your business or personal planning.#financialadvisorpodcast #financialeducation #BeEminent #VirtualFinancialAdvisor


