Ep. 218 - Financial Advisor Woes and 7 Essential Year-End Planning Techniques

from More Knowledge, More Wealth with Gabriel Shahin · host Falcon Wealth Planning

Join Gabriel Shahin, CFP® and the host of More Knowledge, More Wealth, as he discusses responsible financial advising, using a recent JP Morgan case as an example. Gabriel provides a concise year-end checklist, covering retirement accounts, charitable giving, and spending evaluations. Tune in for practical advice, expert insights, and tips to navigate the financial challenges within your own life. If you're looking for personalized guidance, Falcon Wealth Planning is here to help. Call (855) 963-2526 or visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠falconwealthplanning.com⁠⁠⁠⁠⁠⁠⁠⁠⁠ for a free financial assessment tailored to your unique situation.

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This episode is 28 minutes long.

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This episode was published on December 16, 2023.

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