Smart, Simple Wealth
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.
Episodes
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.qurai...
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-p...
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: ht...
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/
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/
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.quraishila...
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 gro...
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 ou...
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-...
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 ...
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 wit...
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 act...
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 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 suc...
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 ...
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 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...
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 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
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.
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…
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
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 g...
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 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
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