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  • Avoid These 4 Mistakes When Naming Life Insurance Beneficiaries

Avoid These 4 Mistakes When Naming Life Insurance Beneficiaries

Investing in life insurance is a foundational part of estate planning. However, when naming your policy’s beneficiaries, there are a number of mistakes you can make that could lead to potentially dire consequences for the very people you’re trying to protect and support.   The following four mistakes are among the most common we see [...]

By Quraishi Law| 2020-07-13T15:56:04+00:00 February 24th, 2020|Estate Planning|0 Comments
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  • Episode #18: Which Excuses Keep You From Retiring?

Episode #18: Which Excuses Keep You From Retiring?

On this episode: Sometimes people say they don’t want to retire…and sometimes they really mean it. Other times it’s just a defense mechanism to compensate for the fact that they feel like they can’t retire. So, let’s explore some of the possible meanings behind the statement, “I don’t want to retire.” We'll also [...]

By Quraishi Law| 2020-02-06T14:44:21+00:00 February 6th, 2020|Podcast|0 Comments
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  • Episode #11: How The Proposed SECURE Act Might Damage Your Legacy

Episode #11: How The Proposed SECURE Act Might Damage Your Legacy

On this episode: "The consequences of this bill will be devastating to people who have worked hard their entire lives, played by the rules, and accumulated significant amounts of money in their IRAs and retirement plans." That's a direct quote from Carrie in this week's program. Congress is in the midst of passing [...]

By Quraishi Law| 2019-07-17T18:32:14+00:00 July 18th, 2019|Podcast|0 Comments
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  • Episode #10: What Popular Proverbs Teach Us About Money

Episode #10: What Popular Proverbs Teach Us About Money

On this episode: There are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway. We’ll show you the hidden money meanings behind some of these popular sayings… We'll also answer a listener question about strategies to avoid exposure to [...]

By Quraishi Law| 2019-06-21T15:19:52+00:00 July 3rd, 2019|Podcast|0 Comments
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  • Episode #8: Don’t Utter These Famous Last Words

Episode #8: Don’t Utter These Famous Last Words

On this episode: Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a few phrases that you don’t want to be your famous last words either… Subscribe to the show: [...]

By Quraishi Law| 2019-06-18T16:16:39+00:00 June 6th, 2019|Podcast|0 Comments
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  • Episode #7: Summer Vacation

Episode #7: Summer Vacation

On this episode: As summer rounds the corner and we start planning vacations and road trips, Carrie has some tips that can also apply to your financial and estate planning future. We'll also find out about Carrie's favorite movies, as well as answer a question from the mailbag about marrying into debt. [...]

By Quraishi Law| 2019-05-22T23:44:10+00:00 May 16th, 2019|Podcast|0 Comments
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  • Episode #6: Lessons From Celebrity Estate Planning Mistakes

Episode #6: Lessons From Celebrity Estate Planning Mistakes

On this episode: Most of us enjoy gossiping about celebrities, but today we'll talk about them and learn some really importand do's and don'ts when it comes to estate planning. We'll learn from the mistakes (and good decisions) of celebrities like Paul Walker, Muhammed Ali, Heath Ledger and more. Mary has a great [...]

By Quraishi Law| 2019-04-18T17:22:21+00:00 May 2nd, 2019|Podcast|0 Comments
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  • Episode #5: The Proper Steps To Name Legal Guardians For Your Children

Episode #5: The Proper Steps To Name Legal Guardians For Your Children

On this episode: When it comes to estate planning, naming your legal guardians for your minor children in the event something happens to you and your spouse is probably one of the hardest, but most important, decisions you’ll make. On today's podcast, we'll cover the 6 critical steps you should follow to select [...]

By Quraishi Law| 2019-04-18T14:43:34+00:00 April 18th, 2019|Podcast|0 Comments
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  • Episode #4: Icebreakers: Best Ways To Kickstart The Retirement Conversation

Episode #4: Icebreakers: Best Ways To Kickstart The Retirement Conversation

On this episode: Talking about money can be hard for some people, so it's sometimes useful to have good questions to help get the conversation rolling. Let's go over some helpful icebreakers and see if they get you in the proper mindset to plan for your retirement future. Subscribe to the show: [...]

By Quraishi Law| 2019-04-09T14:11:46+00:00 April 4th, 2019|Podcast|0 Comments
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  • Episode #3: The 5 Most Common “Pain Points” In Your Financial Life

Episode #3: The 5 Most Common “Pain Points” In Your Financial Life

On this episode: When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Let's talk about some times where Carrie has helped her clients through some of these pain points. Subscribe to the show: [...]

By Quraishi Law| 2019-04-09T15:18:05+00:00 March 21st, 2019|Podcast|0 Comments
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  • Episode 29: The Things Nobody Says To Their Financial Advisor
    January 7th, 2021
  • Episode 28: End Of Year Planning Tasks
    December 17th, 2020
  • 4 Ways Wise Planning Can Protect Your Family’s Assets
    December 15th, 2020
  • 6 Things You Should NOT Include In Your Will
    December 1st, 2020
  • 4 Tips For Discussing Estate Planning With Your Family This Holiday Season
    November 19th, 2020
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