Smart, Simple Wealth
Episodes
Thursday Feb 06, 2020
Which Excuses Keep You From Retiring?
Thursday Feb 06, 2020
Thursday Feb 06, 2020
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
Thursday Oct 03, 2019
Why Are You Making Excuses For Sticking With The Wrong Advisor?
Thursday Oct 03, 2019
Thursday Oct 03, 2019
Very often we see a broker or advisor who’s doing a less than stellar job, but folks continue to work with him or her simply because they feel that he or she is a nice guy/gal. Let’s talk about the ridiculousness of actual statements we’ve heard from clients and why it’s important for people to get help and advice that they really need, instead of just maintaining a relationship for strictly personal reasons.
Important Links:
Quraishi Law Firm: https://quraishilaw.com/
Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new
Thursday Sep 05, 2019
3rd & 4th Quarter Planning To-Do List
Thursday Sep 05, 2019
Thursday Sep 05, 2019
As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on, especially if you’re a retiree or pre-retiree, to make sure you’re still on the right financial track. Are you focusing on the right things? Listen to today’s podcast to find out. We'll also answer Emily's question about what the different designations mean for financial advisors.
Important Links:
Quraishi Law Firm: https://quraishilaw.com/
Wealth Protection Toolkit: https://go.quraishilaw.com/toolkit-new