Gabriel Shahin, CFP®

🎥 Annuities Are Bad - Here's What to Do Instead | Office Hours With Gabriel

The latest episode of Office Hours is now available for everyone (paid members and the public). We hope you enjoy it!

Think a $1.6M annuity guarantees retirement security? One overlooked strategy could quietly cost you $500K+ in taxes and lost legacy wealth. In this breakdown, Gabriel Shahin reveals the hidden flaw most retirees miss — and the simple shift that could add $1.5M to a portfolio. If you’re wealthy and nearing retirement, missing this could be very expensive.

1 day ago | [YT] | 0

Gabriel Shahin, CFP®

🎥 Rule 72(t): The Most MISUNDERSTOOD Retirement Tool | Office Hours With Gabriel

Tune in to watch Gabriel Shahin work through a financial plan for a married couple worth just over $12 million. Learn the benefits of financial planning and how to avoid these common retirement planning errors so you keep more money for yourself and your heirs—not the IRS.

This series is released every Monday. Please write a comment if there's a financial planning scenario you'd like to see Gabriel work through.

1 week ago (edited) | [YT] | 1

Gabriel Shahin, CFP®

Paid members of our channels now have early access to new episodes of our series “Office Hours with Gabriel” before they become public on Mondays. More members perks will be announced next week.

Thanks for supporting our channel. We look forward to providing you with helpful financial planning tips as well as some entertainment.

1 week ago | [YT] | 0

Gabriel Shahin, CFP®

Which of these two financial planning cases would you like to see Gabriel Shahin, CFP® work through?

1 week ago | [YT] | 0

Gabriel Shahin, CFP®

🎥 Office Hours Ep5: Why $6M Isn't Enough Without This Strategy

Ever wonder how the ultra-wealthy actually plan their finances?

In our latest video, we break down a case study of a high-net-worth family with $6M—showing exactly how we aligned their investments, tax strategy, and legacy goals into one powerful financial plan.

This isn't theory—it's a behind-the-scenes look at the same strategies used by top 1% earners.

ALSO, watch our next HOT episode coming out Monday next week (Feb 9th @9AM). You won't want to miss it!!

2 weeks ago | [YT] | 0

Gabriel Shahin, CFP®

🎥 Office Hours Ep 4: The Hidden Cost of “Smart” Retirement Moves (You’ll Be Shocked)

Most retirees don’t go broke from the market—they lose money from products they never needed. In this episode, Gabriel Shaheen reveals the biggest financial traps silently draining your retirement. You might already be at risk, so before you make another move, watch this… it could save you thousands and protect your peace of mind.

3 weeks ago | [YT] | 0

Gabriel Shahin, CFP®

🎥 Office Hours Ep 3: How This Couple Went From $1M to Living Their Dream Retirement

Don’t miss this episode—Gabriel unpacks a scenario that could change how you think about your own plan. What if adding just a few smart moves could buy you 6+ more years of freedom and travel without slashing your lifestyle? Watch now to see the exact strategy—and what you might be missing.

3 weeks ago | [YT] | 1

Gabriel Shahin, CFP®

🎥 Make sure to watch: "Broke at 66. Here’s a Different Path"

Discover why we treat money differently depending on how it shows up—like tax refunds vs. paychecks—and how that affects your financial stability. In this episode, Gabriel Shahin, CFP®, breaks down the truth about emergency funds, first-time homebuyer programs, and when DIY financial planning becomes dangerous.

If you think you're making smart moves… but you’re still not building the financial freedom you want, this video could save you from a massive mistake.

🎯 Watch now before another year slips by with nothing to show for it

4 weeks ago | [YT] | 1