Carrie Quraishi

Smart, Simple Wealth

Business EN ↓ 63 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.

Be sure to visit the podcast's website and support the creator: smartsimplewealth.podbean.com

Author

Carrie Quraishi

Category

Business

Latest episode

Nov 8, 2024

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Episodes

Protecting Business Assets 01.08.2019

Consider all the time you have spent or will spend building your business – and then consider how much energy you have spent on how to protect it or protect your family from it. Unfortunately, many small business owners don’t give much thought to asset protection until it’s too late – when a suit is filed, a divorce happens or a creditor comes after them. On today's show, we'll give small business...

How The Proposed SECURE Act Might Damage Your Legacy 18.07.2019

"The consequences of this bill will be devastating to people who have worked hard their entire lives, played by the rules, and accumulated significant amounts of money in their IRAs and retirement plans." That's a direct quote from Carrie in this week's program. Congress is in the midst of passing the SECURE Act, which brings some small benefits to retirees, but also contains some major impacts th...

What Popular Proverbs Teach Us About Money 03.07.2019

There are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway. We’ll show you the hidden money meanings behind some of these popular sayings. We'll also answer a listener question about strategies to avoid exposure to estate taxes.

Tips & Tools for Meaningful Legacy Planning 20.06.2019

Planning isn’t just about preserving and passing on your financial wealth and property in the event of your death or incapacity. When done right, it equates to sharing your family’s stories, values, life lessons, and experiences, so your legacy carries on long after you (and your money) are gone. On this podcast, we'll cover some of the tips and tools you can use to help create a meaningful legacy...

Don't Utter These Famous Last Words 06.06.2019

Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a few phrases that you don’t want to be your famous last words either…

Summer Vacation 16.05.2019

As summer rounds the corner and we start planning vacations and road trips, Carrie has some tips that can also apply to your financial and estate planning future. We'll also find out about Carrie's favorite movies, as well as answer a question from the mailbag about marrying into debt.

Lessons From Celebrity Estate Planning Mistakes 02.05.2019

Most of us enjoy gossiping about celebrities, but today we'll talk about them and learn some really importand do's and don'ts when it comes to estate planning. We'll learn from the mistakes (and good decisions) of celebrities like Paul Walker, Muhammed Ali, Heath Ledger and more. Mary has a great question about the difference between a will and a living will. Want to learn something new about your...

The Proper Steps To Name Legal Guardians For Your Children 18.04.2019

When it comes to estate planning, naming your legal guardians for your minor children in the event something happens to you and your spouse is probably one of the hardest, but most important, decisions you’ll make. On today's podcast, we'll cover the 6 critical steps you should follow to select and name the right guardians for kids. We'll also answer Lou's question about being in a different tax b...

Icebreakers: Best Ways To Kickstart The Retirement Conversation 04.04.2019

Talking about money can be hard for some people, so it's sometimes useful to have good questions to help get the conversation rolling. Let's go over some helpful icebreakers and see if they get you in the proper mindset to plan for your retirement future.

The 5 Most Common “Pain Points” In Your Financial Life 21.03.2019

When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Let's talk about some times where Carrie has helped her clients through some of these common pain points.

Unique Estate Planning Needs For Farmers & Ranchers 07.03.2019

Farmers and ranchers often don't realize that their estate planning needs come with some additional complications. Passing wealth, land and assets to the next generation can get complicated and tricky if you're not careful. On this episode, Carrie shares with us some of the common mistakes farmers and ranchers make and how you can avoid them. We'll also answer some listener questions about an esta...

Retirement & Legal Planning - When DIY Works (And When It Doesn't) 21.02.2019

Welcome to the first episode of "Smart, Simple Wealth." Carrie will introduce herself to start off the show and then we'll get into a great conversation about DIY retirement and legal planning. We'll uncover some pitfalls of applying the do-it-yourself mentality to this part of your life and how to avoid some of the common mistakes that others make. https://quraishilaw.com/podcast/

Coming Soon - An Introduction To The "Smart, Simple Wealth" Podcast 07.02.2019

Launching in mid-February of 2019 is the "Smart, Simple Wealth" Podcast with Carrie Quraishi of Quraishi Law Firm in Arkansas and Texas. The podcast will feature a variety of topics spanning the words of financial, legal and life planning and bring them together to make sure you're formulating the best possible wealth building and preservation plan for your future.

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