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 #18: Which Excuses Keep You From Retiring?We tackle excuses that keep people from retiring and answer a listener question about investing an inheritance in this episode of our wealth planning podcast.
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Episode #17: Where NOT to Get Financial and Legal AdviceWho are you getting legal and financial advice from? If it's one of these sources, we encourage you to stop immediately. Find out why in this podcast episode.
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Episode #16: How to Live a Retirement Without RegretWhat is the secret to a good retirement? We think it is living without regret. In this episode of our podcast, we share tips for retiring with no regrets.
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Episode #15: Retirement Constants That Affect EveryoneWe have found that everyone struggles with a few of the same issues in planning for retirement. In this episode, we share advise on how to plan around them.
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Episode #14: Why Are You Making Excuses for Sticking With the Wrong Advisor?There is no reason to stay with a financial advisor who is not working for you. We share some of the silly excuses we have heard for staying with a bad advisor.
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Episode #13: 3rd and 4th Quarter Planning To-Do ListIn this episode, we give retirees and pre-retirees a to-do list for the second half of the financial year. Find out if you are focusing on the right tasks.
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Episode #12: Protecting Business AssetsHave you given much thought to protecting your business's assets? We give small business owners five valuable tips for for doing just that in this episode.
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Episode #11: How the Proposed SECURE Act Might Damage Your LegacyDiscover how the SECURE Act could affect your retirement savings. In this episode, we explain why you might need to make some changes to your legacy plan now.
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Episode #10: What Popular Proverbs Teach Us About MoneyIn this episode, learn the hidden money lessons behind several well-known proverbs and sayings. Our wealth management team shares important financial lessons.
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Episode #9: Tips & Tools for Meaningful Legacy PlanningIn this episode, we cover some of the tips and tools you can use to help create a legacy plan that passes on your family's stories, values, and history.
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Episode #8: Don't Utter These Famous Last WordsWhen it comes to financial planning, you do not want to be caught saying these famous last words. Learn what to avoid in this helpful and entertaining podcast.
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Episode #7: Summer VacationHow is financial planning like a summer road trip? Carrie explains that and discusses other interesting topics in this summer vacation podcast.
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Episode #6: Lessons From Celebrity Estate Planning MistakesWhat can we learn from the estate plans of celebrities? It turns out, we can learn a lot about what NOT to do! Get the celebrity gossip--and useful tips--here.
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Episode #5: The Proper Steps to Name Legal Guardians For Your ChildrenIf you have young children, it is essential that you name guardians to care for them if something happens to you. Get tips here for choosing the right people.
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Episode 4: Icebreakers: Best Ways to Kickstart the Retirement ConversationAre you avoiding the retirement conversation? Try these conversation kickstarters to get the ball rolling. This discussion is too important to keep putting off!
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Episode #3: The 5 Most Common “Pain Points” in Your Financial LifeWhat makes you uncomfortable when you think about estate planning? Learn how to overcome your "pain points" to create the right plan for you.
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Episode #2: Unique Estate Planning Needs For Farmers and RanchersAre you a farmer or rancher? Find out if you're making one of these common estate planning mistakes and how to change course if you are. Get valuable tips here.
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Episode #1: Retirement & Legal Planning – When DIY Works (And When it Doesn’t)In the first episode of our legacy planning podcast, we take a look at do-it-yourself retirement and financial planning and how you can avoid common pitfalls.