1. EachPod

Ep. 238 - The True Value of Your Financial Advisor

Author
Falcon Wealth Planning
Published
Sat 04 May 2024
Episode Link
https://podcasters.spotify.com/pod/show/moreknowledgemorewealth/episodes/Ep--238---The-True-Value-of-Your-Financial-Advisor-e2j7h36

Join Gabriel Shahin, CFP® and host of "More Knowledge, More Wealth," as he delves into the vital role of financial advisors beyond just managing investments. In this episode, Gabriel sheds light on the misconceptions surrounding robo-advisors and challenges the notion that investment management alone suffices as financial guidance. He emphasizes the importance of holistic financial planning, which encompasses tax strategies, estate planning, and business considerations.

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