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 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.
  • Episode 42: Introducing Attorney Stuart Mathews Quraishi 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 Runs After 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 Planning About 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.
  • Episode 37: End of Year Tax Tips with Jeff Wicker, CPA Our final episode of 2021 is packed with lots of great information about tax tips for the end of the year. But you'll also learn a lot about what to expect as we head into 2022 and beyond. We'll discuss the Infrastructure Investment and Jobs Act, tax savings steps for individuals and businesses, plus much more. RMDs, QCDs, child tax credits, donations, appreciation... You get the idea. We're going to cover it all on this episode. To help us navigate it all we've brought onto the show Jeff Wicker, CPA. He's the Managing Partner in the Jonesboro office of Thomas, Speight and Noble, the region's largest CPA firm.
  • Episode 36: Charitable Planning Ideas With Special Guest Rebecca Hendrix, Food Bank of Northeast Arkansas It's the perfect time of year to start thinking about how charitable giving fits into your financial plan and goals. Rebecca Hendrix from the Food Bank of Northeast Arkansas joins Carrie for a great discussion on how you can help the Food Bank this winter. They'll also cover other charitable topics like gifting cash & appreciated securities, using your 401(k) or IRA to give to charity to take care of tax advantages, donor advised funds, and much more. We'll also answer a great listener question about balancing the competing priorities of wanting to allocate enough of your savings for your own retirement vs. passing money to the next generation vs. giving to charity.
  • Episode 35: What To Know About Cyber Liability Insurance October is Cyber Awareness Month and the topic has never been more important for small business owners to understand. In fact, in the wake of COVID-19, cyber-crime has risen exponentially. Hackers are preying on our increasing need for digital communication. Andy Runyan and Phillip Greer from Block Insurance join the show again to share stories about everyday business owners who have been impacted by cyber crime. They'll also explore with Carrie what cyber policies cover in case you're looking for a way to protect yourself and your business. If you have any questions, reach out to Block Insurance online at https://www.blockinsurance.com/ or call 870-236-8744.
  • Episode 34: What Every Business Owner Needs To Know About Health Insurance How is health insurance changing for small-to-medium sized employers? What are the benefits to employers and employees of self-funded plans? Guests Andy Runyan and Phillip Greer from Block Insurance help Carrie answer these questions and more on today's episode. And if you have any questions, reach out to Block Insurance online at https://www.blockinsurance.com/ or call 870-236-8744.
  • Episode 33: Will Rogers' Retirement Advice What can we learn about retirement planning from the great Will Rogers? We'll explore some of his famous quotes and see what lessons we can learn.
  • Episode 32: Financial Fact or Fiction Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity.
  • Episode 31: Retirement Planning For Business Owners Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues…
  • Episode 30: How Women Can Make Sure They’re Involved In Financial Decisions On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions.
  • Episode 29: The Things Nobody Says To Their Financial Advisor You’ve probably never heard anyone make these statements that we’ll provide on today’s episode.
  • Episode 27: What Retirees Should Know About Wills & Trusts In this episode, Carrie will explore some of the critical questions you should ask about these strategies as you prepare for retirement.
  • Episode 26: Following The Financial Commandments On this episode, we present you with five commandments that are worthy of being written on stone tablets in your retirement plan.