Smart, Simple Wealth
Smart, Simple Wealth
Carrie Quraishi
Integrating your financial, legal & life planning all in one podcast. Carrie Quraishi is an estate & wealth planning attorney at Quraishi Law Firm in Arkansas and Texas. Carrie is dedicated to using her 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.
Financial & Estate Issues Particularly Challenging For Women
Many financial and legal issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women. 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
Sep 3, 2020
24 min
Meet New Attorney Kalee Haywood
The newest member of the Quraishi Law & Wealth team, Attorney Kalee Haywood, joins the show. Kalee completed her undergraduate work at Arkansas State University before obtaining her Juris Doctor Degree from the University of Arkansas School of Law. Before joining the firm, she was an attorney specialist with the Office of Chief Counsel of the Arkansas Department of Human Services and also worked in private practices. Learn more about Kalee's background, what she brings to the table, and welcome to her to the team by tuning into today's 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
Aug 14, 2020
17 min
Be Careful With DIY Legal Documents During COVID
During COVID-19 you might be tempted to take the easy way out on some things like getting your legal and financial house in order. But think twice before using a simple online form or free service to handle your most important financial and legal documents. Some really simple mistakes you can make when doing the DIY approach can really mess up your overall plan. On this episode, Carrie will talk to us about some of the close calls she's seen people make the past few months and how you can avoid falling into a similar trap. We'll also answer a question from Emily about seeking protection instead of growth during this time of market volatility. 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
Jul 9, 2020
20 min
What Mark Twain Can Teach Us About Money
"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
Jun 18, 2020
22 min
How To Set Financial & Retirement Goals
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
May 7, 2020
19 min
Vital Takeaways From The Coronavirus Stimulus Bill For Individuals & Small Business Owners
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
Apr 2, 2020
28 min
What’s Your Desire To Retire?
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
Mar 12, 2020
22 min
Which Excuses Keep You From Retiring?
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
Feb 6, 2020
19 min
Where NOT To Get Financial & Legal Advice
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
Jan 2, 2020
27 min
How To Live A Retirement Without Regret
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
Dec 5, 2019
21 min
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