EPISODE · Dec 28, 2024 · 21 MIN
Ep.272-Meaningful Gifting and Money Conversations
from More Knowledge, More Wealth with Gabriel Shahin · host Falcon Wealth Planning
Join Gabriel Shahin, CFP® as he blends last weeks holiday cheer with practical financial wisdom. This episode explores how to spark meaningful money conversations during family gatherings and turn the season of giving into an opportunity for thoughtful financial planning. Discover creative strategies for handling unwanted gifts—whether regifting, donating, or selling online—and learn how to leverage charitable giving for tax benefits. With humor and actionable insights, this will help you make the most of your holiday season by fostering gratitude, strengthening family bonds, and approaching financial decisions with purpose. Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning
What this episode covers
Join Gabriel Shahin, CFP® as he blends last weeks holiday cheer with practical financial wisdom. This episode explores how to spark meaningful money conversations during family gatherings and turn the season of giving into an opportunity for thoughtful financial planning. Discover creative strategies for handling unwanted gifts—whether regifting, donating, or selling online—and learn how to leverage charitable giving for tax benefits. With humor and actionable insights, this will help you make the most of your holiday season by fostering gratitude, strengthening family bonds, and approaching financial decisions with purpose. Schedule a free assessment: https://www.falconwealthplanning.com/... Follow our socials: https://linktr.ee/falconwealthplanning
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Ep.272-Meaningful Gifting and Money Conversations
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