Smart, Simple Wealth
Episodes
Thursday Dec 05, 2019
How To Live A Retirement Without Regret
Thursday Dec 05, 2019
Thursday Dec 05, 2019
Simple mistakes can sometimes lead to larger regrets in retirement. On today’s show, we’ll explore some of the things you can do to avoid living with regret in retirement.
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