Smart, Simple Wealth
By Carrie Quraishi
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Category: Investing
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Episodes: 63
Description
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.
| Episode | Date |
|---|---|
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Episode 62: Kim Kardashian’s Advice Could Save Your Retirement: Unlikely Financial Wisdom
|
Nov 08, 2024 |
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Episode 61: Happening Now: How Current Economic Shifts Could Affect Your Retirement
|
Oct 11, 2024 |
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Episode 60: How Kids & Grandkids Influence YOUR Retirement Planning
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Sep 13, 2024 |
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Episode 59: Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning
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Aug 16, 2024 |
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Episode 58: Mistakes When Choosing A Financial Advisor
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Jul 12, 2024 |
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Episode 57: Tax-Saving Tips for Small Business Owners: Strategies to Minimize Your Tax Burden
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Jun 14, 2024 |
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Episode 56: Retirement Questions That Every Generation Is Asking
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May 10, 2024 |
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Episode 55: Securing Your Retirement: Dynamic Income Strategies to Safeguard Your Financial Future
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Apr 11, 2024 |
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Episode 54: Financial Wellness for Women
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Jan 17, 2024 |
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Episode 53: Tax Efficient Strategies for Smart Wealth Growth
|
Sep 01, 2023 |
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Episode 52: Beyond Tax Season: The Year-Round Benefits of Proactive Tax Planning
|
Aug 17, 2023 |
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Episode 51: The Incomplete Financial Plan
|
Apr 06, 2023 |
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Episode 50: Four Ways The SECURE Act 2.0 Might Impact You
|
Mar 02, 2023 |
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Episode 49: 5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?
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Feb 01, 2023 |
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Episode 48: 2023 Edition: 10 Point Checklist For Retirement Preparedness
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Jan 05, 2023 |
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Episode 47: The Retirement Marathon: Finishing The Race
|
Dec 01, 2022 |
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Episode 46: Are You Thankful For The Financial Advice You Receive?
|
Nov 03, 2022 |
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Episode 45: How Procrastination Dooms Your Financial Future
|
Sep 08, 2022 |
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Episode 44: Should You Follow These Popular Retirement Rules of Thumb?
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Aug 11, 2022 |
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Episode 43: Why Your Retirement Plan Needs A Volatility Buffer
|
Jul 07, 2022 |
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Episode 42: Introducing Attorney Stuart Mathews
|
Jun 16, 2022 |
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Episode 41: Home Run Retirement Planning: How Baseball Principles Also Score Financial Runs
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May 26, 2022 |
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Episode 40: The Ins And Outs Of Long-Term Care Planning
|
May 05, 2022 |
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Episode 39: Who Even Needs A Financial Advisor?
|
Mar 10, 2022 |
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Episode 38: Do You Have A Money Bias? What’s It Costing You?
|
Feb 17, 2022 |
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Episode 37: End of Year Tax Tips with Jeff Wicker, CPA
|
Dec 09, 2021 |
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Episode 36: Charitable Planning Ideas With Special Guest Rebecca Hendrix, Food Bank of Northeast Arkansas
|
Nov 11, 2021 |
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Episode 35: What To Know About Cyber Liability Insurance
|
Oct 07, 2021 |
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Episode 34: What Every Business Owner Needs To Know About Health Insurance
|
Sep 16, 2021 |
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Episode 33: Will Rogers' Retirement Advice
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May 13, 2021 |
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Episode 32: Financial Fact or Fiction
|
Apr 15, 2021 |
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Episode 31: Retirement Planning For Business Owners
|
Mar 11, 2021 |
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Episode 30: How Women Can Make Sure They’re Involved In Financial Decisions
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Feb 18, 2021 |
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The Things Nobody Says To Their Financial Advisor
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Jan 07, 2021 |
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End Of Year Planning Tasks
|
Dec 17, 2020 |
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What Retirees Should Know About Wills & Trusts
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Nov 12, 2020 |
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Following The Financial Commandments
|
Oct 19, 2020 |
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Financial & Estate Issues Particularly Challenging For Women
|
Sep 03, 2020 |
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Meet New Attorney Kalee Haywood
|
Aug 14, 2020 |
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Be Careful With DIY Legal Documents During COVID
|
Jul 09, 2020 |
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What Mark Twain Can Teach Us About Money
|
Jun 18, 2020 |
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How To Set Financial & Retirement Goals
|
May 07, 2020 |
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Vital Takeaways From The Coronavirus Stimulus Bill For Individuals & Small Business Owners
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Apr 02, 2020 |
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What’s Your Desire To Retire?
|
Mar 12, 2020 |
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Which Excuses Keep You From Retiring?
|
Feb 06, 2020 |
|
Where NOT To Get Financial & Legal Advice
|
Jan 02, 2020 |
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How To Live A Retirement Without Regret
|
Dec 05, 2019 |
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Retirement Constants That Affect Everyone
|
Nov 07, 2019 |
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Why Are You Making Excuses For Sticking With The Wrong Advisor?
|
Oct 03, 2019 |
|
3rd & 4th Quarter Planning To-Do List
|
Sep 05, 2019 |
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Protecting Business Assets
|
Aug 01, 2019 |
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How The Proposed SECURE Act Might Damage Your Legacy
|
Jul 18, 2019 |
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What Popular Proverbs Teach Us About Money
|
Jul 03, 2019 |
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Tips & Tools for Meaningful Legacy Planning
|
Jun 20, 2019 |
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Don't Utter These Famous Last Words
|
Jun 06, 2019 |
|
Summer Vacation
|
May 16, 2019 |
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Lessons From Celebrity Estate Planning Mistakes
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May 02, 2019 |
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The Proper Steps To Name Legal Guardians For Your Children
|
Apr 18, 2019 |
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Icebreakers: Best Ways To Kickstart The Retirement Conversation
|
Apr 04, 2019 |
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The 5 Most Common “Pain Points” In Your Financial Life
|
Mar 21, 2019 |
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Unique Estate Planning Needs For Farmers & Ranchers
|
Mar 07, 2019 |
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Retirement & Legal Planning - When DIY Works (And When It Doesn't)
|
Feb 21, 2019 |
|
Coming Soon - An Introduction To The "Smart, Simple Wealth" Podcast
|
Feb 07, 2019 |