24 episodes

Integrating your financial, legal & life planning all in one podcast.

Smart, Simple Wealth Carrie Quraishi

    • Investing

Integrating your financial, legal & life planning all in one podcast.

    Be Careful With DIY Legal Documents During COVID

    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

    • 20 min
    What Mark Twain Can Teach Us About Money

    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

    • 22 min
    How To Set Financial & Retirement Goals

    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

    • 19 min
    Vital Takeaways From The Coronavirus Stimulus Bill For Individuals & Small Business Owners

    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

    • 28 min
    What’s Your Desire To Retire?

    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

    • 22 min
    Which Excuses Keep You From Retiring?

    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

    • 19 min

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