Carrie Quraishi - Podcast Details

Shows

Smart, Simple WealthEpisode 62: Kim Kardashian’s Advice Could Save Your Retirement: Unlikely Financial WisdomYou 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 bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources. Important Links: Quraishi Law & Wealth: https://quraishilaw.com/ Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb book: https://www.quraishilaw.com/reports/defuse-7-steps-to-protecting-your-401k-fro...2024-11-0821 min

Smart, Simple WealthEpisode 61: Happening Now: How Current Economic Shifts Could Affect Your RetirementThe 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 they mean for your retirement plan. Important Links: Quraishi Law & Wealth: https://quraishilaw.com/ Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb book: https://www.quraishilaw.com/reports/defuse-7-steps-to-protecting-your-401k-from-the-ticking-tax-time-bomb.cfm 2024-10-1125 min

Smart, Simple WealthEpisode 60: How Kids & Grandkids Influence YOUR Retirement PlanningKids 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. Important Links: Quraishi Law & Wealth: https://quraishilaw.com/ Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb book: https://www.quraishilaw.com/reports/defuse-7-steps-to-protecting-your-401k...2024-09-1325 min

Smart, Simple WealthEpisode 59: Never Stop Asking 'How Do You Know?' - Navigating Retirement PlanningRemember 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. Today, we’re digging into the 'How Do You Knows' of retirement planning. Important Links: Quraishi Law & Wealth: https://quraishilaw.com/ Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm Defuse: 7 Steps to Protecting Your 401(k...2024-08-1621 min

Smart, Simple WealthEpisode 58: Mistakes When Choosing A Financial AdvisorNext 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 the fine print. This episode is your essential guide to avoiding those pitfalls and making informed decisions that align with your financial goals. Important Links: Quraishi Law & Wealth: https://quraishilaw.com/ Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb book: https://www.qur...2024-07-1222 min

Smart, Simple WealthEpisode 57: Tax-Saving Tips for Small Business Owners: Strategies to Minimize Your Tax BurdenJoin 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 business entity and leveraging depreciation. All to help you minimize your tax burden and optimize your financial health. Important Links: Quraishi Law & Wealth: https://quraishilaw.com/ Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb book: https://www.quraishilaw.com/reports/defuse-7-steps-to-protecting-your-401k-from-the-ticking-tax-time-bomb.cfm 2024-06-1421 min

Smart, Simple WealthEpisode 56: Retirement Questions That Every Generation Is AskingEach 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 taking their initial steps into the career field, these major life events come with a handful of financial planning questions. In today’s episode, we’ll share insights into the unique concerns that echo across different age groups. These are the retirement questions that every generation is asking. Important Links: Quraishi Law & Wealth: https://quraishilaw.com/ Smart, Simple Wealth book: https://www.q...2024-05-1020 min

Smart, Simple WealthEpisode 55: Securing Your Retirement: Dynamic Income Strategies to Safeguard Your Financial FutureToday 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 run out of money in retirement. We also want to talk about some outdated advice as well. FREE Retirement Report Card Is your retirement on track for the honor roll, or are you heading to summer school? Find out with our free retirement report card. We will look at 5 key areas of retirement success, and give you...2024-04-1119 min

Smart, Simple WealthEpisode 54: Financial Wellness for WomenOn 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 honor roll, or are you heading to summer school? Find out with our free retirement report card. We will look at 5 key areas of retirement success, and give you guidance on any areas that need improvement. Call us at 870-275-4304 or go to www.quraishilaw.com for more info. UPCOMING WORKSHOPS Quraishi Law and Wealth is happ...2024-01-1719 min

Smart, Simple WealthEpisode 53: Tax Efficient Strategies for Smart Wealth GrowthOn 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 investments can impact their returns overall. FREE Retirement Report Card Is your retirement on track for the honor roll, or are you heading to summer school? Find out with our free retirement report card. We will look at 5 key areas of retirement success, and give you guidance on any areas that need improvement. Call us at 870-275-4304 or go to www.quraishilaw.com f...2023-09-0115 min

Smart, Simple WealthEpisode 52: Beyond Tax Season: The Year-Round Benefits of Proactive Tax PlanningOn 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. They discuss the importance of proactive tax planning and some strategies to help business owners. FREE Retirement Report Card Is your retirement on track for the honor roll, or are you heading to summer school? Find out with our free retirement report card. We will look at 5 key areas of retirement success, and give you guidance on any areas that...2023-08-1720 min

Smart, Simple WealthEpisode 51: The Incomplete Financial PlanAre 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. FREE Retirement Report Card Is your retirement on track for t...2023-04-0624 min

Smart, Simple WealthEpisode 50: Four Ways The SECURE Act 2.0 Might Impact YouAfter 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. FREE Retirement Report Card Is your retirement on track for the honor roll, or are you heading to summer school? Find out with our free retirement report card. We will look at 5 key areas of retirement success, and give you guidance on any areas that need improvement. Call us at 870-275-4304 for more i...2023-03-0220 min

Smart, Simple WealthEpisode 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. FREE Retirement Report Card Is your retirement on track for the honor roll, or are you heading to summer school? Find out with our free retirement report card. We will look at 5 key areas of retirement success, and give you guidance on any areas that need improvement. Call us at 870-275-4...2023-02-0117 min

Smart, Simple WealthEpisode 48: 2023 Edition: 10 Point Checklist For Retirement PreparednessAnother 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. Don't Worry, Retire Happy - Seven Steps to Retirement Security: https://www.quraishilaw.com/reports/bad-advisors-how-to-identify-them-and-how-to-avoid-them.cfm Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishilaw.com/toolki...2023-01-0526 min

Smart, Simple WealthEpisode 47: The Retirement Marathon: Finishing The RaceGetting 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 Steps to Retirement Security: https://quraishilaw.com/ Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb book: https://www.quraishilaw.com/reports/defuse-7-steps-to-protecting-your-401k-from-the-ticking-tax-time-bomb.cfm 2022-12-0117 min

Smart, Simple WealthEpisode 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 in your life? If not, perhaps it’s time to explore why and whether you’re getting enough value from your relationship with your financial advisor or other advice-givers. On this episode, we’ll explore some of the top reasons you should be thanking your financial advisor. Don't Worry, Retire Happy - Seven Steps to Retirement Security: https://quraishilaw.com/ Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm Defuse: 7 Steps to Pro...2022-11-0320 min

Smart, Simple WealthEpisode 45: How Procrastination Dooms Your Financial FuturePeople 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… Don't Worry, Retire Happy - Seven Steps to Retirement Security: https://quraishilaw.com/ Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb book: https://www.quraishilaw.com/reports/defuse-7-steps-to-protecting-your-401k-from-the-ticking-tax-time-bomb.cfm 2022-09-0817 min

Smart, Simple WealthEpisode 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. Don't Worry, Retire Happy - Seven Steps to Retirement Security: https://www.quraishilaw.com/reports/bad-advisors-how-t...2022-08-1121 min

Smart, Simple WealthEpisode 43: Why Your Retirement Plan Needs A Volatility BufferThe 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. The primary financial goal for most retirees relates to spending: maximize spending power in such a way that spending can remain consistent and sustainable without any drastic reductions, no matter how long the retirement lasts. Other important goals may include leaving assets for subsequent generations and maintaining sufficient reserves for unexpected expenses and contingencies in retirement. In today’s world, it’s crit...2022-07-0724 min

Smart, Simple WealthEpisode 42: Introducing Attorney Stuart MathewsQuraishi 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. Important Links: Sequence Of Returns Risk PDF: https://www.quraishilaw.com...2022-06-1621 min

Smart, Simple WealthEpisode 41: Home Run Retirement Planning: How Baseball Principles Also Score Financial RunsAfter 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. Important Links: Get your free copy of "Bad Advisors" here: https://www.quraishilaw.com/reports/bad-advisors-how-to-identify-them-and-how-to-avoid-them.cfm Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishila...2022-05-2617 min

Smart, Simple WealthEpisode 40: The Ins And Outs Of Long-Term Care PlanningAbout 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. Important Links: Get your free copy of "Bad Advisors" here: https://www.quraishilaw.com/reports/bad-advisors-how-to-identify-them-and-how-to-avoid-them.cfm 2022-05-0522 min

Smart, Simple WealthEpisode 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… Important Links: Special Report: The #1 Thing Wasting Your Hard-Earned Dollars: https://www.quraishilaw.com/reports/the-1-thing-wasting-your-hard-earned-dollars.cfm Related Blog: Do I Need A Financial Advisor or Can I DIY? - https://www.quraishilaw.com/blog...2022-03-1018 min

Smart, Simple WealthEpisode 38: Do You Have A Money Bias? What’s It Costing You?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 biases are very possibly costing us money in our checking, savings, investing and retirement accounts. Listen to see if you might be impacted by a specific money bias and for strategies to get it back under control. Important Links: Special Report: The #1 Thing Wasting Your Hard-Earned Dollars: https://www.quraishilaw.com/reports/the-1-thing-wasting-your-hard-earned-dollars.cfm CN...2022-02-1726 min

Smart, Simple WealthEpisode 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...2021-12-0938 min

Smart, Simple WealthEpisode 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...2021-11-1123 min

Smart, Simple WealthEpisode 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...2021-10-0723 min

Smart, Simple WealthEpisode 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. Important Links: Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new Smart, Simple Wealth Book: https://go.quraishilaw.com/freebook Defuse: 7 Steps to Protecting you...2021-09-1622 min

Smart, Simple WealthEpisode 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. Important Links: Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new Smart, Simple Wealth Book: https://go.quraishilaw.com/freebook Defuse: 7 Steps to Protecting your 401k from the Ticking Tax Time Bomb: https://bit.ly/3fXcEhT 2021-05-1321 min

Smart, Simple WealthEpisode 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. Important Links: Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new Smart, Simple Wealth Book: https://go.quraishilaw.com/freebook 2021-04-1525 min

Smart, Simple WealthEpisode 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… Important Links: Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new Smart, Simple Wealth Book: https://go.quraishilaw.com/freebook 2021-03-1123 min

Smart, Simple WealthEpisode 30: How Women Can Make Sure They’re Involved In Financial DecisionsA 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 their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this is a bad idea because one day you might become the lead decision maker. On this episode, let’s go over some tips for how women can get back in the game when it comes to involv...2021-02-1829 min

Smart, Simple WealthThe Things Nobody Says To Their Financial AdvisorYou’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/ Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new Smart, Simple Wealth Book: https://go.quraishilaw.com/freebook 2021-01-0724 min

Smart, Simple WealthEnd Of Year Planning TasksLet’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: https://go.quraishilaw.com/toolkit-new Smart, Simple Wealth Book: https://go.quraishilaw.com/freebook 2020-12-1719 min

Smart, Simple WealthWhat Retirees Should Know About Wills & TrustsPeople 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 explore some of the critical questions you should ask about these strategies as you prepare for retirement. Important Links: Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new Smart, Simple Wealth Book: https://go.quraishilaw.com/freebook 2020-11-1225 min

Smart, Simple WealthFollowing The Financial CommandmentsOn 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 Protection Toolkit: https://go.quraishilaw.com/toolkit-new Smart, Simple Wealth Book: https://go.quraishilaw.com/freebook 2020-10-1917 min

Smart, Simple WealthFinancial & Estate Issues Particularly Challenging For WomenMany 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 the financial and retirement challenges that are unique to women. Important Links: Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new Smart, Simple Wealth Book: https://go.quraishilaw.com/freebook 2020-09-0324 min

Smart, Simple WealthMeet New Attorney Kalee HaywoodThe 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 Degree from the University of Arkansas School of Law. Before joining the firm, she was an attorney specialist with the Office of Chief Counsel of the Arkansas Department of Human Services and also worked in private practices. Learn more about Kalee's background, what she brings to the table, and welcome to her to the team by tuning into today's episode! Important Links: Quraishi Law Firm: https://q...2020-08-1417 min

Smart, Simple WealthBe Careful With DIY Legal Documents During COVIDDuring 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 handle your most important financial and legal documents. Some really simple mistakes you can make when doing the DIY approach can really mess up your overall plan. On this episode, Carrie will talk to us about some of the close calls she's seen people make the past few months and how you can avoid falling into a similar trap. We'll also answer...2020-07-0920 min

Smart, Simple WealthWhat Mark Twain Can Teach Us About Money"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 that's not the only wise and intriguing saying Mark Twain ever had. Let's explore some of Twain's favorite quotes and see what they can teach us about money and finances. We'll also answer a question from Leo about trusts as part of an estate and financial plan. Important Links: Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishilaw.co...2020-06-1822 min

Smart, Simple WealthHow To Set Financial & Retirement GoalsWe 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 goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this episode. Important Links: Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new Smart, Simple Wealth Book: https://go.quraishilaw.com/freeboo 2020-05-0719 min

Smart, Simple WealthVital Takeaways From The Coronavirus Stimulus Bill For Individuals & Small Business OwnersThe $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 current pandemic. On this episode, Carrie will cover some of the key provisions in the bill and how you can take advantage of them. Important Links: Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new Smart, Simple Wealth Book: https://go.quraishilaw.com/freebook 2020-04-0228 min

Smart, Simple WealthWhat’s Your Desire To Retire?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 discuss how we’d help someone at these different levels. Important Links: Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new Smart, Simple Wealth Book: https://go.quraishilaw.com/freebook 2020-03-1222 min

Smart, Simple WealthWhich Excuses Keep You From Retiring?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 explore some of the possible meanings behind the statement, “I don’t want to retire.” We'll also answer a listener's question about inheriting a good bit of cash and whether it's wise to turn around and invest those dollars immediately. Important Links: Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new 2020-02-0619 min

Smart, Simple WealthWhere NOT To Get Financial & Legal AdviceWe 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 also answer a listener question about the appropriate amount of risk for a retiree. Important Links: Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new 2020-01-0227 min

Smart, Simple WealthHow To Live A Retirement Without RegretSimple 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 Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new 2019-12-0521 min

Smart, Simple WealthRetirement Constants That Affect EveryoneWhile 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 these constants? Important Links: Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new 2019-11-0723 min

Smart, Simple WealthWhy Are You Making Excuses For Sticking With The Wrong Advisor?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 ridiculousness of actual statements we’ve heard from clients and why it’s important for people to get help and advice that they really need, instead of just maintaining a relationship for strictly personal reasons. Important Links: Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-ne 2019-10-0323 min

Smart, Simple Wealth3rd & 4th Quarter Planning To-Do ListAs 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 financial track. Are you focusing on the right things? Listen to today’s podcast to find out. We'll also answer Emily's question about what the different designations mean for financial advisors. Important Links: Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new 2019-09-0522 min

Smart, Simple WealthProtecting Business AssetsConsider all the time you have spent or will spend building your business – and then consider how much energy you have spent on how to protect it or protect your family from it. Unfortunately, many small business owners don’t give much thought to asset protection until it’s too late – when a suit is filed, a divorce happens or a creditor comes after them. On today's show, we'll give small business owners 5 tips to help protect assets. Important Links: Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-ne 2019-08-0117 min

Smart, Simple WealthHow The Proposed SECURE Act Might Damage Your Legacy"The consequences of this bill will be devastating to people who have worked hard their entire lives, played by the rules, and accumulated significant amounts of money in their IRAs and retirement plans." That's a direct quote from Carrie in this week's program. Congress is in the midst of passing the SECURE Act, which brings some small benefits to retirees, but also contains some major impacts that could shake the foundation of an ill-executed legacy plan. We'll cover the ins and outs of the bill's implications on the show. 2019-07-1823 min

Smart, Simple WealthWhat Popular Proverbs Teach Us About MoneyThere are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway. We’ll show you the hidden money meanings behind some of these popular sayings. We'll also answer a listener question about strategies to avoid exposure to estate taxes. 2019-07-0321 min

Smart, Simple WealthTips & Tools for Meaningful Legacy PlanningPlanning isn’t just about preserving and passing on your financial wealth and property in the event of your death or incapacity. When done right, it equates to sharing your family’s stories, values, life lessons, and experiences, so your legacy carries on long after you (and your money) are gone. On this podcast, we'll cover some of the tips and tools you can use to help create a meaningful legacy plan. We'll also answer a listener's question about whether it's wise to take social security while you're still working. 2019-06-2027 min

Smart, Simple WealthDon't Utter These Famous Last WordsHopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a few phrases that you don’t want to be your famous last words either… 2019-06-0618 min

Smart, Simple WealthSummer VacationAs summer rounds the corner and we start planning vacations and road trips, Carrie has some tips that can also apply to your financial and estate planning future. We'll also find out about Carrie's favorite movies, as well as answer a question from the mailbag about marrying into debt. 2019-05-1631 min

Smart, Simple WealthLessons From Celebrity Estate Planning MistakesMost of us enjoy gossiping about celebrities, but today we'll talk about them and learn some really importand do's and don'ts when it comes to estate planning. We'll learn from the mistakes (and good decisions) of celebrities like Paul Walker, Muhammed Ali, Heath Ledger and more. Mary has a great question about the difference between a will and a living will. Want to learn something new about your host, Carrie? You'll be surprised to learn what skill she hasn't mastered yet. 2019-05-0223 min

Smart, Simple WealthThe Proper Steps To Name Legal Guardians For Your ChildrenWhen it comes to estate planning, naming your legal guardians for your minor children in the event something happens to you and your spouse is probably one of the hardest, but most important, decisions you’ll make. On today's podcast, we'll cover the 6 critical steps you should follow to select and name the right guardians for kids. We'll also answer Lou's question about being in a different tax bracket in retirement. And we'll have some fun asking Carrie about what kinds of clothing she used to wear that now makes her chuckle. 2019-04-1829 min

Smart, Simple WealthIcebreakers: Best Ways To Kickstart The Retirement ConversationTalking about money can be hard for some people, so it's sometimes useful to have good questions to help get the conversation rolling. Let's go over some helpful icebreakers and see if they get you in the proper mindset to plan for your retirement future. 2019-04-0426 min

Smart, Simple WealthThe 5 Most Common “Pain Points” In Your Financial LifeWhen it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Let's talk about some times where Carrie has helped her clients through some of these common pain points. 2019-03-2136 min

Smart, Simple WealthUnique Estate Planning Needs For Farmers & RanchersFarmers and ranchers often don't realize that their estate planning needs come with some additional complications. Passing wealth, land and assets to the next generation can get complicated and tricky if you're not careful. On this episode, Carrie shares with us some of the common mistakes farmers and ranchers make and how you can avoid them. We'll also answer some listener questions about an estate tied up in probate court and another one about relying on an inheritance as part of your financial and retirement plan. https://quraishilaw.com/podcast/ 2019-03-0722 min

Smart, Simple WealthRetirement & Legal Planning - When DIY Works (And When It Doesn't)Welcome to the first episode of "Smart, Simple Wealth." Carrie will introduce herself to start off the show and then we'll get into a great conversation about DIY retirement and legal planning. We'll uncover some pitfalls of applying the do-it-yourself mentality to this part of your life and how to avoid some of the common mistakes that others make. https://quraishilaw.com/podcast/ 2019-02-2130 min

Smart, Simple WealthComing Soon - An Introduction To The "Smart, Simple Wealth" PodcastLaunching in mid-February of 2019 is the "Smart, Simple Wealth" Podcast with Carrie Quraishi of Quraishi Law Firm in Arkansas and Texas. The podcast will feature a variety of topics spanning the words of financial, legal and life planning and bring them together to make sure you're formulating the best possible wealth building and preservation plan for your future. 2019-02-0701 min