Gabriel Shahin, CFP®

Watch this emotional episode of Office Hours With Gabriel now!!!

"Maximize Your Survivor Benefits Before It's Too Late"

In this episode we explore how a 62-year-old widow with a terminal illness can maximize Social Security survivor benefits and reduce taxes to protect her 14-year-old son financial future. Gabriel uncovers strategies involving widow benefits, Roth conversions, inheritance planning, and tax-efficient wealth transfer that could add hundreds of thousands of dollars to the family's long-term legacy.

2 days ago | [YT] | 1

Gabriel Shahin, CFP®

New episode of Office Hours With Gabriel!!

"Your Retirement Plan Is Missing This Critical Piece"

If you’re a business owner, high-income earner, or planning to retire before Medicare eligibility and you’re unclear how income affects taxes and healthcare costs before the age of 65, then this video was made for you. Learn smart retirement tax strategies, how to reduce healthcare costs, and why spending and taxable income are NOT the same.

#RetirementPlanning #EarlyRetirement #TaxStrategy #WealthManagement

2 weeks ago | [YT] | 1

Gabriel Shahin, CFP®

New episode of Office Hours With Gabriel is available now!!

🎥 I'm 42 with $2 Million Can I Retire Early?

Can you retire at 42 with $2M? In this real case study, Gabriel Shahin breaks down a high earner’s finances to see if early retirement is possible. From spending and taxes to inflation and timing, the results may surprise you. Learn how small changes—like working one more year—can make a huge difference in your retirement plan.

4 weeks ago | [YT] | 0

Gabriel Shahin, CFP®

They make over $200K a year… and were still on track to run out of money.

That’s not a spending problem — it’s a planning problem.

In this episode of Office Hours With Gabriel, we break down a financial plan that was quietly failing — and the small shifts that changed everything.

Watch it before you assume you’re on track.

1 month ago | [YT] | 0

Gabriel Shahin, CFP®

New episode of Office Hours With Gabriel is available now!!

🎥 How to Build Generational Wealth After a Big Exit

What should you do after selling a business for $75 million? In this episode, Gabriel breaks down a real high-net-worth case involving wealth management, estate planning, charitable giving, and costly financial mistakes. From whole life insurance inefficiencies to smarter tax and legacy strategies, this episode shows how wealthy families can better structure their money after a major liquidity event.

1 month ago | [YT] | 0

Gabriel Shahin, CFP®

New episode of Office Hours With Gabriel is available now!!

🎥 Massive RSU Gains: How to Actually Keep Them

What should you do if your company stock made you rich—but also put your future at risk? In this episode, we break down a $40M financial case involving RSUs, tax strategy, and retirement planning. Learn how smart moves like diversification, Roth strategies, and tax-efficient giving can help reduce risk and keep more money in your pocket.

1 month ago | [YT] | 0

Gabriel Shahin, CFP®

New episode of Office Hours With Gabriel is available now!!

🎥 How High Earners Accidentally Destroy Their Wealth

This Office Hours episode breaks down a couple earning over $600K a year—yet still feeling behind on retirement. With debt, poor financial structure, and a future $950K inheritance, we analyze what they’re doing wrong and how to fix it. Learn how financial analysis can help high earners approach their retirement strategically, optimize cashflow, and use inheritance the right way to aid in long-term wealth building.

And if there's a case scenario you'd like to see Gabriel work through, please write it in the comment section of the video.

2 months ago | [YT] | 0

Gabriel Shahin, CFP®

New episode of Office Hours With Gabriel is available now!!

🎥 Can an 18 Year Old Really Build Wealth This Fast | Office Hours With Gabriel

An 18-year-old making $41K already has $7K invested and big goals: college, a new car, a house by 32, and early retirement. Sounds smart—but one small mistake today could quietly derail his entire future. In this episode, we run the numbers using proper financial planning and reveal the wealth building decisions that could make him wealthy… or cost him decades of financial progress before he even realizes it.

2 months ago | [YT] | 2

Gabriel Shahin, CFP®

New episode of Office Hours With Gabriel is available now to the public. If you prefer we release these on Sunday, let us know by watching the video and leaving a comment. Enjoy!!

🎥 The Shocking Path to Early Retirement on a Normal Income

A 29-year-old making $85,000 in California wants to retire in her 50s. On paper, she’s doing “everything right” — investing, saving, even set to inherit a home.
But when we ran her numbers through real financial planning software… the result was not what she expected.
If you’re in your 20s or 30s and think you’re on track, this could expose a mistake that costs you decades of freedom. Watch before you assume you’re safe.

3 months ago | [YT] | 1