Beating the S&P 500: Tax Loopholes & Wealth Strategy episode artwork

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.

Episode metadata supplied by the publisher feed · Published Mar 10, 2026

Embed this episode

NOW PLAYING

Beating the S&P 500: Tax Loopholes & Wealth Strategy

0:00 45:05

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

No similar episodes found.

No similar podcasts found.

Frequently Asked Questions

How long is this episode of The Steve Weiss Journey?

This episode is 45 minutes long.

When was this The Steve Weiss Journey episode published?

This episode was published on March 10, 2026.

Can I download this The Steve Weiss Journey episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.
URL copied to clipboard!