In our informative podcasts, the team at Quraishi Law Firm & Wealth Management discusses topics such as what Mark Twain can teach us about managing our money, how to retire without regret, tips for meaningful legacy planning, and what you can learn from celebrity estate planning mistakes. Listen on your favorite podcast platform, then contact us to discuss how we can help you reach your financial goals.
- Page 1
-
Episode 55: Securing Your Retirement: Dynamic Income Strategies to Safeguard Your Financial FutureOn this episode, Carrie talks about retirement income strategies.
-
Episode 54: Financial Wellness for WomenOn this episode, Carrie and JR discuss financial wellness for women.
-
Episode 53: Tax Efficient Strategies for Smart Wealth GrowthOn this episode, Carrie and Jr Quraishi discuss tax efficient investing strategies.
-
Episode 52: Beyond Tax Season: The Year-Round Benefits of Proactive Tax PlanningOn this episode, we're shifting our focus beyond the usual hustle and bustle of tax season. Host Carrie Quraishi is joined by her new co-host Jr Quraishi to discuss proactive tax planning.
-
Episode 51: The Incomplete Financial PlanAre you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete. On this episode, we'll be pointing out the most common areas people overlook when planning and provide actionable tips to ensure that your plan is as comprehensive as possible.
-
Episode 50: Four Ways The SECURE Act 2.0 Might Impact YouAfter being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you.
-
Episode 49: 5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?On this episode, we’ll address five, unfortunately, common beneficiary mistakes. Are you making one of these beneficiary mistakes? If so, it could cost you and your loved ones dearly. Some of the simplest mistakes can completely spoil an otherwise well-done retirement plan.
-
Episode 48: 2023 Edition: 10 Point Checklist For Retirement PreparednessAnother year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations.
-
Episode 47: The Retirement Marathon: Finishing The RaceGetting through retirement can be a lot like running a marathon. Let’s talk about some similarities of getting to the finish line in racing and retirement.
-
Episode 46: Are You Thankful For The Financial Advice You Receive?As we celebrate Thanksgiving and the holiday season, have you found yourself expressing thanks for those who provide financial leadership
-
Episode 45: How Procrastination Dooms Your Financial FuturePeople have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them…
-
Episode 44: Should You Follow These Popular Retirement Rules of Thumb?You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a chance of leading us astray.
-
Episode 43: Why Your Retirement Plan Needs A Volatility BufferThe challenge in building an effective retirement income plan is to use available income tools and tactics in a strategic manner to meet the financial goals of retirement while also managing the risks confronting those goals.
-
Episode 42: Introducing Attorney Stuart MathewsQuraishi Law & Wealth has a new team member. Today we'll meet Stuart Mathews, JD, L.L.M. Listen to learn about Stuart's background, how his prior work experience led him to Carrie's team, what he likes most about working at the firm, and how his LLM designation sets him apart. We'll also ask Stuart about his favorite places to travel, his go-to veggies to garden, and fun family nicknames. We'll also answer a listener question about retiring early! Don't miss this fun episode.
-
Episode 41: Home Run Retirement Planning: How Baseball Principles Also Score Financial RunsAfter listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let’s take the financial field.
-
Episode 40: The Ins And Outs Of Long-Term Care PlanningAbout half of people turning age 65 will require some type of paid long-term care in their lifetimes. Women will need 3.7 years of care, on average, while males will need an average of 2.2 years. The cost of nursing-home care in a private room has passed the $100,000/year mark, and in major urban areas, the cost of care runs even higher than that. Yet despite those daunting figures--or possibly because of them--many people delay installing a long-term-care plan.
-
Episode 39: Who Even Needs A Financial Advisor?Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor…
-
Episode 38: Do You Have A Money Bias? What's It Costing You?On this episode, we’ll break down a recent CNBC article that analyzes a recent Morningstar study. The study found that most of us have at least one money bias, some of us more than one, and that those biases are very possibly costing us money in our checking, savings, investing, and retirement accounts.