Smart, Simple Wealth

"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.com/toolkit-new

Smart, Simple Wealth Book: https://go.quraishilaw.com/freebook

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 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/freebook

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 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

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

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

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 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

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 Law Firm: https://quraishilaw.com/

Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new

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 these constants?

Important Links:

Quraishi Law Firm: https://quraishilaw.com/

Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new

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-new

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 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