By Carrie Quraishi
4
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The podcast currently has 61 episodes available.
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 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-from-the-ticking-tax-time-bomb.cfm
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 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) 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
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 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.quraishilaw.com/reports/defuse-7-steps-to-protecting-your-401k-from-the-ticking-tax-time-bomb.cfm
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 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
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 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.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
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 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 guidance on any areas that need improvement. Call us at 870-275-4304 for more info.
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
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 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 happy to announce we are bringing back our free, in-person live workshops! Go to our website to the "Free Resources" section to see what workshops are scheduled. We'd love to see you!
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 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 for more info.
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. 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 need improvement. Call us at 870-275-4304 or go to www.quraishilaw.com for more info.
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-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 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 info.
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
The podcast currently has 61 episodes available.