Smart, Simple Wealth

Episode 42: Introducing Attorney Stuart Mathews

Quraishi Law & Wealth has a new team member. Today we'll meet Stuart Mathews, JD, L.L.M. Listen to learn about Stuart's background, how his prior work experience led him to Carrie's team, what he likes most about working at the firm, and how his LLM designation sets him apart. We'll also ask Stuart about his favorite places to travel, his go-to veggies to garden, and fun family nicknames. We'll also answer a listener question about retiring early! Don't miss this fun episode.

 

Important Links:

Sequence Of Returns Risk PDF:  https://www.quraishilaw.com/library/Sequence-of-Return-Risk_Bill-Sally.pdf

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

Episode 41: Home Run Retirement Planning: How Baseball Principles Also Score Financial Runs

After listening to today’s episode, you’ll never attend another baseball game with the family and look at it the same way. We’re going to show you how taking some of baseball’s most basic principles can also lead to financial success in your retirement portfolio. So, grab your peanuts and crackerjacks and let’s take the financial field.

 

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

Episode 40: The Ins And Outs Of Long-Term Care Planning

About half of people turning age 65 will require some type of paid long-term care in their lifetimes. Women will need 3.7 years of care, on average, while males will need an average of 2.2 years. The cost of nursing-home care in a private room has passed the $100,000/year mark, and in major urban areas, the cost of care runs even higher than that. Yet despite those daunting figures--or possibly because of them--many people delay installing a long-term-care plan.

 

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

Episode 39: Who Even Needs A Financial Advisor?

Some people feel that they’ll save money by handling their investments themselves instead of working with an advisor. Others may like the challenge of doing it themselves. Still others just don’t know who to trust so they end up not working with anyone. Let’s talk about some reasons that you might need an advisor…

 

Important Links:

Special Report: The #1 Thing Wasting Your Hard-Earned Dollars: https://www.quraishilaw.com/reports/the-1-thing-wasting-your-hard-earned-dollars.cfm

Related Blog: Do I Need A Financial Advisor or Can I DIY? - https://www.quraishilaw.com/blog/do-i-need-a-financial-advisor-or-can-i-do-it-myself-.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

Episode 38: Do You Have A Money Bias? What’s It Costing You?

On this episode, we’ll breakdown a recent CNBC article that analyzes a recent Morningstar study. The study found that most of us have at least one money bias, some of us more than one, and that those biases are very possibly costing us money in our checking, savings, investing and retirement accounts. Listen to see if you might be impacted by a specific money bias and for strategies to get it back under control.

Important Links:

Special Report: The #1 Thing Wasting Your Hard-Earned Dollars: https://www.quraishilaw.com/reports/the-1-thing-wasting-your-hard-earned-dollars.cfm

CNBC Article: https://www.cnbc.com/2022/01/14/98-percent-of-americans-have-at-least-1-money-bias-study.html

M&M Video on Delayed Gratification: https://clipsforclass.com/delayed-gratification-mms

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

Episode 37: End of Year Tax Tips with Jeff Wicker, CPA

Our final episode of 2021 is packed with lots of great information about tax tips for the end of the year. But you'll also learn a lot about what to expect as we head into 2022 and beyond. We'll discuss the Infrastructure Investment and Jobs Act, tax savings steps for individuals and businesses, plus much more. RMDs, QCDs, child tax credits, donations, appreciation... You get the idea. We're going to cover it all on this episode. To help us navigate it all we've brought onto the show Jeff Wicker, CPA. He's the Managing Partner in the Jonesboro office of Thomas, Speight and Noble, the region's largest CPA firm.

Important Links:

Jeff Wicker's Website: https://www.tsncpa.com/

Jeff Wicker's Phone Number: 870-336-0682

Jeff Wicker's Email: jlwicker@tsncpa.com

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

Episode 36: Charitable Planning Ideas With Special Guest Rebecca Hendrix, Food Bank of Northeast Arkansas

It's the perfect time of year to start thinking about how charitable giving fits into your financial plan and goals. Rebecca Hendrix from the Food Bank of Northeast Arkansas joins Carrie for a great discussion on how you can help the Food Bank this winter. They'll also cover other charitable topics like gifting cash & appreciated securities, using your 401(k) or IRA to give to charity to take care of tax advantages, donor advised funds, and much more. We'll also answer a great listener question about balancing the competing priorities of wanting to allocate enough of your savings for your own retirement vs. passing money to the next generation vs. giving to charity.

Important Links:

Northeast Arkansas Food Bank Website: foodbankofnea.org/donate

Northeast Arkansas Food Bank Phone Number: 870-932-3663

Northeast Arkansas Food Bank Mailing Address:  P.O. Box 2097, Jonesboro, AR 72402

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

Episode 35: What To Know About Cyber Liability Insurance

October is Cyber Awareness Month and the topic has never been more important for small business owners to understand. In fact, in the wake of COVID-19, cyber-crime has risen exponentially. Hackers are preying on our increasing need for digital communication. Andy Runyan and Phillip Greer from Block Insurance join the show again to share stories about everyday business owners who have been impacted by cyber crime. They'll also explore with Carrie what cyber policies cover in case you're looking for a way to protect yourself and your business. If you have any questions, reach out to Block Insurance online at https://www.blockinsurance.com/ or call 870-236-8744.

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

Defuse: 7 Steps to Protecting your 401k from the Ticking Tax Time Bomb: https://bit.ly/3fXcEhT

Episode 34: What Every Business Owner Needs To Know About Health Insurance

How is health insurance changing for small-to-medium sized employers? What are the benefits to employers and employees of self-funded plans? Guests Andy Runyan and Phillip Greer from Block Insurance help Carrie answer these questions and more on today's episode. And if you have any questions, reach out to Block Insurance online at https://www.blockinsurance.com/ or call 870-236-8744.

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

Defuse: 7 Steps to Protecting your 401k from the Ticking Tax Time Bomb: https://bit.ly/3fXcEhT

Episode 33: Will Rogers’ Retirement Advice

What can we learn about retirement planning from the great Will Rogers? We'll explore some of his famous quotes and see what lessons we can learn.

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

Defuse: 7 Steps to Protecting your 401k from the Ticking Tax Time Bomb: https://bit.ly/3fXcEhT

Episode 32: Financial Fact or Fiction

Sometimes the easiest way to learn about something is make it really simple. Like some of the first true/false tests you might have taken in school, let’s play a round of fact or fiction to test your financial planning acuity.

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

Episode 31: Retirement Planning For Business Owners

Business owners are particularly vulnerable to some misconceptions and false assumptions about their retirement. Let’s address a few of these issues…

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

Episode 30: How Women Can Make Sure They’re Involved In Financial Decisions

A recent survey found that nearly half of the female respondents said they defer major financial and investment decisions to their spouses. Most of the explanations amounted to just wanting to stick their heads in the sand. They want to just know they’re taken care of, but not get mired in the minutia. But we’ve heard countless stories of why this is a bad idea because one day you might become the lead decision maker. On this episode, let’s go over some tips for how women can get back in the game when it comes to involvement in the process of making financial decisions.

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

The Things Nobody Says To Their Financial Advisor

You’ve probably never heard anyone make these statements that we’ll provide on today’s episode. And there are some great reasons why…

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

End Of Year Planning Tasks

Let’s explore some of the things you should be thinking about and checking on as we wrap up 2020 and begin 2021.

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

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