Smart, Simple Wealth Carrie Quraishi

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 success, and give you guidance on any areas that need improvement.  Call us at 870-275-4304 for more info.
 
Important Links:
Get your free copy of "Bad Advisors" here: https://www.quraishilaw.com/reports/bad-advisors-how-to-identify-them-and-how-to-avoid-them.cfm
Quraishi Law Firm: https://quraishilaw.com/
Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new
Smart, Simple Wealth Book: https://go.quraishilaw.com/freebook
Defuse: 7 Steps to Protecting your 401k from the Ticking Tax Time Bomb: https://bit.ly/3fXcEhT

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 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:
Get your free copy of "Bad Advisors" here: https://www.quraishilaw.com/reports/bad-advisors-how-to-identify-them-and-how-to-avoid-them.cfm
Quraishi Law Firm: https://quraishilaw.com/
Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new
Smart, Simple Wealth Book: https://go.quraishilaw.com/freebook
Defuse: 7 Steps to Protecting your 401k from the Ticking Tax Time Bomb: https://bit.ly/3fXcEhT

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: https://www.quraishilaw.com/reports/retire-happy-u-.cfm
 
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:
Get your free copy of "Bad Advisors" here: https://www.quraishilaw.com/reports/bad-advisors-how-to-identify-them-and-how-to-avoid-them.cfm
Quraishi Law Firm: https://quraishilaw.com/
Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new
Smart, Simple Wealth Book: https://go.quraishilaw.com/freebook
Defuse: 7 Steps to Protecting your 401k from the Ticking Tax Time Bomb: https://bit.ly/3fXcEhT

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://www.quraishilaw.com/reports/retire-happy-u-.cfm
 
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:
Get your free copy of "Bad Advisors" here: https://www.quraishilaw.com/reports/bad-advisors-how-to-identify-them-and-how-to-avoid-them.cfm
Quraishi Law Firm: https://quraishilaw.com/
Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new
Smart, Simple Wealth Book: https://go.quraishilaw.com/freebook
Defuse: 7 Steps to Protecting your 401k from the Ticking Tax Time Bomb: https://bit.ly/3fXcEhT

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.
Don't Worry, Retire Happy - Seven Steps to Retirement Security: https://www.quraishilaw.com/reports/retire-happy-u-.cfm
 
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:
Get your free copy of "Bad Advisors" here: https://www.quraishilaw.com/reports/bad-advisors-how-to-identify-them-and-how-to-avoid-them.cfm
Quraishi Law Firm: https://quraishilaw.com/
Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new
Smart, Simple Wealth Book: https://go.quraishilaw.com/freebook
Defuse: 7 Steps to Protecting your 401k from the Ticking Tax Time Bomb: https://bit.ly/3fXcEhT

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://www.quraishilaw.com/reports/retire-happy-u-.cfm
 
Important Links:
Get your free copy of "Bad Advisors" here: https://www.quraishilaw.com/reports/bad-advisors-how-to-identify-them-and-how-to-avoid-them.cfm
Quraishi Law Firm: https://quraishilaw.com/
Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new
Smart, Simple Wealth Book: https://go.quraishilaw.com/freebook
Defuse: 7 Steps to Protecting your 401k from the Ticking Tax Time Bomb: https://bit.ly/3fXcEhT