Smart, Simple Wealth

Smart, Simple Wealth

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Smart, Simple Wealth episodes

  • Episode 62: Kim Kardashian’s Advice Could Save Your Retirement: Unlikely Financial Wisdom

    You 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-from-the-ticking-tax-time-bomb.cfm

    22 min
  • Episode 61: Happening Now: How Current Economic Shifts Could Affect Your Retirement

    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 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

    26 min
  • Episode 60: How Kids & Grandkids Influence YOUR Retirement Planning

    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

    26 min
  • Episode 59: Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning

    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

    22 min
  • Episode 58: Mistakes When Choosing A Financial Advisor

    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

    23 min
  • Episode 57: Tax-Saving Tips for Small Business Owners: Strategies to Minimize Your Tax Burden

    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

    22 min
  • Episode 56: Retirement Questions That Every Generation Is Asking

    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

    21 min
  • Episode 55: Securing Your Retirement: Dynamic Income Strategies to Safeguard Your Financial Future

    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

    20 min
  • Episode 54: Financial Wellness for Women

    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! 

    19 min
  • Episode 53: Tax Efficient Strategies for Smart Wealth Growth

    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.

    16 min

About Smart, Simple Wealth

From the publisher's feed

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…