55 episodes

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.

Smart, Simple Wealth Carrie Quraishi

    • Business
    • 4.0 • 1 Rating

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 54: Financial Wellness for Women

    Episode 54: Financial Wellness for Women

    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 870-275-4304 or go to www.quraishilaw.com for more info.
    UPCOMING WORKSHOPS
    Quraishi Law and Wealth is happy to announce we are bringing back our free, in-person live workshops! Go to our website to the "Free Resources" section to see what workshops are scheduled. We'd love to see you! 

    • 19 min
    Episode 53: Tax Efficient Strategies for Smart Wealth Growth

    Episode 53: Tax Efficient Strategies for Smart Wealth Growth

    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 key areas of retirement success, and give you guidance on any areas that need improvement.  Call us at 870-275-4304 or go to www.quraishilaw.com for more info.

    • 15 min
    Episode 52: Beyond Tax Season: The Year-Round Benefits of Proactive Tax Planning

    Episode 52: Beyond Tax Season: The Year-Round Benefits of Proactive Tax Planning

    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 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 or go to www.quraishilaw.com for more info.

    • 20 min
    Episode 51: The Incomplete Financial Plan

    Episode 51: The Incomplete Financial Plan

    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 actionable tips to ensure that your plan is as comprehensive as possible.
     
    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

    • 24 min
    Episode 50: Four Ways The SECURE Act 2.0 Might Impact You

    Episode 50: Four Ways The SECURE Act 2.0 Might Impact You

    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

    • 20 min
    Episode 49: 5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?

    Episode 49: 5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan?

    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

    • 17 min

Customer Reviews

4.0 out of 5
1 Rating

1 Rating

Top Podcasts In Business

NerdWallet Personal Finance
Ramsey Network
Money News Network
NPR
DOAC
Ed Mylett | Cumulus Podcast Network