Smart, Simple Wealth
Copyright Carrie Quraishi 20231
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SubscribersYou wouldn’t necessarily expect Mike Tyson, Kim Kardashian, and Snooki to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bi...
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- 1 year ago
21:56
The financial landscape is changing rapidly, and if you’re focused on retirement, these shifts can’t be ignored. In today’s episode, we break down the trends that will define the rest of 2024 and what...
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- 1 year ago
25:32
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 colle...
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- 1 year ago
25:04
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 ...
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- 2 years ago
21:46
Next up: 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 ...
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- 2 years ago
22:37
Join us on our latest episode as we dive deep into essential tax-saving strategies for small business owners- from maximizing deductions and exploring valuable tax credits to choosing the right busine...
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- 2 years ago
21:06
Each generation is currently navigating a unique part of the retirement planning experience. With many baby boomers preparing for the transition into retirement and the early half of Generation Z taki...
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- 2 years ago
20:38
Today we’re talking about retirement income strategies. You’ve saved up, accumulated, a certain level of wealth, now we need to talk about how to turn it into an income stream, and make sure you don’t...
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- 2 years ago
19:59
On this episode, Carrie and JR discuss financial wellness for women. Including strategies to help them financially in the long run.
FREE Retirement Report Card
Is your retirement on track for the h...
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- 2 years ago
19:00
On this episode, Carrie and Jr Quraishi discuss tax efficient investing strategies. While most people think about what they invest in, they aren't thinking about how tax implications of those investme...
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- 2 years ago
15:03
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, Tax Strategist at Quraishi Law and Wealth. Th...
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- 3 years ago
20:00
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-ter...
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- 3 years ago
24:50
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 i...
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- 3 years ago
20:42
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 simp...
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- 3 years ago
17:49
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 concre...
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- 3 years ago
26:39
Getting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing and retirement.
Don't Worry, Retire Happy - Seven Ste...
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- 3 years ago
17:52
As we celebrate Thanksgiving and the holiday season, have you found yourself expressing thanks for those who provide financial leadership in your life? If not, perhaps it’s time to explore why and whe...
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- 3 years ago
20:47
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...
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- 3 years ago
17:29
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 w...
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- 4 years ago
21:29
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...
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- 4 years ago
24:47
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 like...
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- 4 years ago
21:41
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 c...
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- 4 years ago
17:48
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 ...
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- 4 years ago
22:51
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...
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- 4 years ago
18:45
On this episode, we’ll breakdown 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 ...
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- 4 years ago
26:26
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 discu...
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- 4 years ago
38:21
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 d...
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- 4 years ago
23:06
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...
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- 4 years ago
23:06
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 h...
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- 4 years ago
22:47
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.
Important Links:
Quraishi Law Firm: https://quraishil...
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- 5 years ago
21:38
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 ...
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- 5 years ago
25:47
Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues…
Important Links:
Quraishi Law Firm: https://qurais...
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- 5 years ago
23:36
A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick t...
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- 5 years ago
29:35
You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why…
Important Links:
Quraishi Law Firm: https://quraishilaw.com/
Wealt...
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- 5 years ago
24:35
Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021.
Important Links:
Quraishi Law Firm: https://quraishilaw.com/
Wealth Protection Toolkit:...
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- 5 years ago
19:45
People often overlook the estate planning side of preparing for retirement. There are a lot of misunderstandings about trusts and wills and the roles they play in the equation. On this episode, we’ll ...
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- 5 years ago
25:01
On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement plan.
Important Links:
Quraishi Law Firm: https://quraishilaw.com/
Wealth Pro...
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- 5 years ago
17:22
Many financial and legal issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of ...
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- 5 years ago
24:49
The newest member of the Quraishi Law & Wealth team, Attorney Kalee Haywood, joins the show. Kalee completed her undergraduate work at Arkansas State University before obtaining her Juris Doctor Degre...
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- 6 years ago
17:18
During COVID-19 you might be tempted to take the easy way out on some things like getting your legal and financial house in order. But think twice before using a simple online form or free service to ...
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- 6 years ago
20:53
"Apparently there is nothing that cannot happen today." That's a famous Mark Twain quote and it also seems to perfectly describe life in 2020. What can happen is certainly happening this year. And tha...
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- 6 years ago
22:57
We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goal...
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- 6 years ago
19:15
The $2 trillion coronavirus (COVID-19) economic stimulus bill was signed into law on March 27, 2020 aimed to provide relief and opportunities for individuals and businesses impacted negatively by the ...
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- 6 years ago
28:09
Different people have different levels of desire when it comes to finding their retirement date. Let’s explore these different levels of desire, as indicated by the statements people might make, and d...
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- 6 years ago
22:09
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 ...
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- 6 years ago
19:29
We spend a lot of time talking about the importance of good financial and legal advice, but today we’re going to discuss some places where you should not be going to get this type of advice. We'll als...
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- 6 years ago
27:50
Simple mistakes can sometimes lead to larger regrets in retirement. On today’s show, we’ll explore some of the things you can do to avoid living with regret in retirement.
Important Links:
Quraishi La...
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- 6 years ago
21:24
While there are some factors that are different for everyone in retirement planning, there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around the...
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- 6 years ago
23:54
Very often we see a broker or advisor who’s doing a less than stellar job, but folks continue to work with him or her simply because they feel that he or she is a nice guy/gal. Let’s talk about the ri...
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- 6 years ago
23:04
As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on, especially if you’re a retiree or pre-retiree, to make sure you’re still on the right fi...
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- 6 years ago
22:04
Description
Integrating your financial, legal & tax planning all in one podcast. Carrie Quraishi is an estate & wealth planning attorney at Quraishi Law & Wealth, and JR Quraishi is a Tax Strategist at Quraishi Tax & Accounting. Together, Carrie & JR are dedicated to using their wealth of experience, mastery of the law and commitment to a client-first approach to help you protect what matters most – your wealth, loved ones, and legacy – and make informed and educated decisions about your money, so you can live a life by design, and not by default.
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