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 37: End of Year Tax Tips with Jeff Wicker, CPAOur 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.
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Episode 36: Charitable Planning Ideas With Special Guest Rebecca Hendrix, Food Bank of Northeast ArkansasIt'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.
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Episode 35: What To Know About Cyber Liability InsuranceOctober 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.
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Episode 34: What Every Business Owner Needs To Know About Health InsuranceHow 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.
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Episode 33: Will Rogers' Retirement AdviceWhat 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.
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Episode 32: Financial Fact or FictionSometimes 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.
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Episode 31: Retirement Planning For Business OwnersBusiness owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues…
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Episode 30: How Women Can Make Sure They’re Involved In Financial DecisionsOn 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.
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Episode 29: The Things Nobody Says To Their Financial AdvisorYou’ve probably never heard anyone make these statements that we’ll provide on today’s episode.
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Episode 27: What Retirees Should Know About Wills & TrustsIn this episode, Carrie will explore some of the critical questions you should ask about these strategies as you prepare for retirement.
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Episode 26: Following The Financial CommandmentsOn this episode, we present you with five commandments that are worthy of being written on stone tablets in your retirement plan.
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Episode 25: Financial & Estate Issues Particularly Challenging For WomenLet’s take a look at some of the financial and retirement challenges that are unique to women.
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Episode 24: Meet New Attorney Kalee HaywoodThe newest member of the Quraishi Law & Wealth team, Attorney Kalee Haywood, joins the show.
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Episode 23: Be Careful With DIY Legal Documents During COVIDYou should think twice before using a simple online form or free service to handle your most important financial and legal documents.
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Episode 22: What Mark Twain Can Teach Us About MoneyLet’s explore some of Twain’s favorite quotes and see what they can teach us about money and finances.
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Episode #21: How to Set Financial and Retirement GoalsAre your goals for retirement realistic? We discuss finding a purpose for your retirement savings and give several examples of attainable goals in this episode.
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Episode #20: Vital Takeaways From the Coronavirus Stimulus Bill for Individuals and Small Business OwnersOn this episode of our podcast, Carrie will examine some of the key provisions of the coronavirus stimulus bill and how you can take advantage of them.
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Episode #19: What’s Your Desire to Retire?What do people really mean when they make comments about retirement? We explore common statements about the desire to retire in this episode of our podcast.