EPISODE · Mar 10, 2026 · 45 MIN
Beating the S&P 500: Tax Loopholes & Wealth Strategy
from The Steve Weiss Journey · host Steve Weiss
Most financial advisors are salespeople in disguise. Gabriel Shaheen, CEO of Falcon Wealth Planning, breaks down the massive difference between "Fee-Based" and "Fee-Only" advisors and why that distinction could save your retirement. We dive deep into tax planning strategies, why he often advises against standard diversification, and the psychological struggle entrepreneurs face when selling their "baby" (their business) for a pile of cash.
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Beating the S&P 500: Tax Loopholes & Wealth Strategy
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