Smart, Simple Wealth
Episodes
Thursday Jul 09, 2020
Be Careful With DIY Legal Documents During COVID
Thursday Jul 09, 2020
Thursday Jul 09, 2020
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
Thursday Jun 18, 2020
What Mark Twain Can Teach Us About Money
Thursday Jun 18, 2020
Thursday Jun 18, 2020
"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
Thursday May 07, 2020
How To Set Financial & Retirement Goals
Thursday May 07, 2020
Thursday May 07, 2020
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
Thursday Apr 02, 2020
Thursday Apr 02, 2020
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
Thursday Mar 12, 2020
What’s Your Desire To Retire?
Thursday Mar 12, 2020
Thursday Mar 12, 2020
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
Thursday Nov 07, 2019
Retirement Constants That Affect Everyone
Thursday Nov 07, 2019
Thursday Nov 07, 2019
While there are some factors that are different for everyone in retirement planning, there are also constants that affect everyone, no matter the specifics of your situation. How do we plan around these constants?
Important Links:
Quraishi Law Firm: https://quraishilaw.com/
Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new
Thursday Aug 01, 2019
Protecting Business Assets
Thursday Aug 01, 2019
Thursday Aug 01, 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 owners 5 tips to help protect assets.
Important Links:
Quraishi Law Firm: https://quraishilaw.com/
Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new
Thursday Jul 18, 2019
How The Proposed SECURE Act Might Damage Your Legacy
Thursday Jul 18, 2019
Thursday Jul 18, 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 that could shake the foundation of an ill-executed legacy plan. We'll cover the ins and outs of the bill's implications on the show.
Wednesday Jul 03, 2019
What Popular Proverbs Teach Us About Money
Wednesday Jul 03, 2019
Wednesday Jul 03, 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.
Thursday Jun 20, 2019
Tips & Tools for Meaningful Legacy Planning
Thursday Jun 20, 2019
Thursday Jun 20, 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 plan. We'll also answer a listener's question about whether it's wise to take social security while you're still working.