Our Estate, Wealth and Tax Planning Podcasts

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.

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Episode 60: How Kids & Grandkids Influence YOUR Retirement Planning
Kids and grandkids play a crucial role in shaping financial plans. In this episode, we'll dive into the most common scenarios where future generations influence retirement planning. From funding college educations to creating lasting financial legacies, we'll explore how to balance your retirement goals with the needs of your family.
Episode 59: Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning
Remember when you were a kid, always asking 'How do you know?' about everything, like why the sky is blue or where the sun goes at night? That curiosity doesn't go away as we get older; it just turns into different questions, like the ones we face when planning for retirement.
Episode 58: Mistakes When Choosing a Financial Advisor
Uncover the critical mistakes many make when choosing a financial advisor. We're cutting through the noise to highlight what often goes wrong—from misplaced trust in big names to overlooking the fine print.
Episode 57: Tax-Saving Tips for Small Business Owners: Strategies to Minimize Your Tax Burden
We dive deep into essential tax-saving strategies for small business owners.
Episode 56: Retirement Questions That Every Generation Is Asking
On this episode, we’ll share insights into the unique retirement concerns that echo across different age groups
Episode 55: Securing Your Retirement: Dynamic Income Strategies to Safeguard Your Financial Future
On this episode, Carrie talks about retirement income strategies.
Episode 54: Financial Wellness for Women
On this episode, Carrie and JR discuss financial wellness for women.
Episode 53: Tax Efficient Strategies for Smart Wealth Growth
On this episode, Carrie and Jr Quraishi discuss tax efficient investing strategies.
Episode 52: Beyond Tax Season: The Year-Round Benefits of Proactive Tax Planning
On 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 Plan
Are 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 You
After 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 Preparedness
Another 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 Race
Getting 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 Future
People 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 Buffer
The 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.

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