Smart, Simple Wealth

On this episode, we're shifting our focus beyond the usual hustle and bustle of tax season. Host Carrie Quraishi is joined by her new co-host Jr Quraishi, Tax Strategist at Quraishi Law and Wealth. They discuss the importance of proactive tax planning and some strategies to help business owners. 
 
FREE Retirement Report Card
Is your retirement on track for the honor roll, or are you heading to summer school?  Find out with our free retirement report card.  We will look at 5 key areas of retirement success, and give you guidance on any areas that need improvement.  Call us at 870-275-4304 or go to www.quraishilaw.com for more info.

Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete. On this episode, we'll be pointing out the most common areas people overlook when planning and provide actionable tips to ensure that your plan is as comprehensive as possible.
 
FREE Retirement Report Card
Is your retirement on track for the honor roll, or are you heading to summer school?  Find out with our free retirement report card.  We will look at 5 key areas of retirement success, and give you guidance on any areas that need improvement.  Call us at 870-275-4304 for more info.
 
Important Links:
Quraishi Law & Wealth: https://quraishilaw.com/
Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm
Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb book: https://www.quraishilaw.com/reports/defuse-7-steps-to-protecting-your-401k-from-the-ticking-tax-time-bomb.cfm

After being discussed in Congress for nearly a year and a half, the SECURE Act 2.0 passed in January. Listen to today’s episode to see what you need to know and learn four ways the new changes might impact you.
 
FREE Retirement Report Card
Is your retirement on track for the honor roll, or are you heading to summer school?  Find out with our free retirement report card.  We will look at 5 key areas of retirement success, and give you guidance on any areas that need improvement.  Call us at 870-275-4304 for more info.
 
Important Links:
Quraishi Law & Wealth: https://quraishilaw.com/
Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm
Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb book: https://www.quraishilaw.com/reports/defuse-7-steps-to-protecting-your-401k-from-the-ticking-tax-time-bomb.cfm

On this episode, we’ll address five, unfortunately, common beneficiary mistakes. Are you making one of these beneficiary mistakes? If so, it could cost you and your loved ones dearly. Some of the simplest mistakes can completely spoil an otherwise well-done retirement plan.
 
FREE Retirement Report Card
Is your retirement on track for the honor roll, or are you heading to summer school?  Find out with our free retirement report card.  We will look at 5 key areas of retirement success, and give you guidance on any areas that need improvement.  Call us at 870-275-4304 for more info.
 
Important Links:
Quraishi Law & Wealth: https://quraishilaw.com/
Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm
Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb book: https://www.quraishilaw.com/reports/defuse-7-steps-to-protecting-your-401k-from-the-ticking-tax-time-bomb.cfm

Another year is upon us and it’s a great time to ask yourself 10 questions to assess how ready you are for retirement to kick off 2023. If you’re retiring this year, it’s essential to have some concrete answers to these questions. If you’re still a few years from the milestone, tune in so you can start thinking about these critical conversations.
Don't Worry, Retire Happy - Seven Steps to Retirement Security: https://www.quraishilaw.com/reports/retire-happy-u-.cfm
 
FREE Retirement Report Card
Is your retirement on track for the honor roll, or are you heading to summer school?  Find out with our free retirement report card.  We will look at 5 key areas of retirement success, and give you guidance on any areas that need improvement.  Call us at 870-275-4304 for more info.
 
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

Getting through retirement can be a lot like running a marathon. Let’s talk about some of the similarities of getting to the finish line in racing and retirement.
Don't Worry, Retire Happy - Seven Steps to Retirement Security: https://www.quraishilaw.com/reports/retire-happy-u-.cfm
 
FREE Retirement Report Card
Is your retirement on track for the honor roll, or are you heading to summer school?  Find out with our free retirement report card.  We will look at 5 key areas of retirement success, and give you guidance on any areas that need improvement.  Call us at 870-275-4304 for more info.
 
Important Links:
Quraishi Law & Wealth: https://quraishilaw.com/
Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm
Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb book: https://www.quraishilaw.com/reports/defuse-7-steps-to-protecting-your-401k-from-the-ticking-tax-time-bomb.cfm

As we celebrate Thanksgiving and the holiday season, have you found yourself expressing thanks for those who provide financial leadership in your life? If not, perhaps it’s time to explore why and whether you’re getting enough value from your relationship with your financial advisor or other advice-givers. On this episode, we’ll explore some of the top reasons you should be thanking your financial advisor.
Don't Worry, Retire Happy - Seven Steps to Retirement Security: https://www.quraishilaw.com/reports/retire-happy-u-.cfm
 
FREE Retirement Report Card
Is your retirement on track for the honor roll, or are you heading to summer school?  Find out with our free retirement report card.  We will look at 5 key areas of retirement success, and give you guidance on any areas that need improvement.  Call us at 870-275-4304 for more info.
 
Important Links:
Quraishi Law & Wealth: https://quraishilaw.com/
Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm
Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb book: https://www.quraishilaw.com/reports/defuse-7-steps-to-protecting-your-401k-from-the-ticking-tax-time-bomb.cfm

People have many reasons for procrastinating when it comes to putting a retirement plan together. Let’s explore some of those excuses and why they can be dangerous, and talk about how to overcome them…
Don't Worry, Retire Happy - Seven Steps to Retirement Security: https://www.quraishilaw.com/reports/retire-happy-u-.cfm
 
Important Links:
Quraishi Law & Wealth: https://quraishilaw.com/
Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm
Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb book: https://www.quraishilaw.com/reports/defuse-7-steps-to-protecting-your-401k-from-the-ticking-tax-time-bomb.cfm

You’ve most likely heard plenty of “rules” you’re supposed to follow to retire successfully. Some of these rules are stated so confidently, you’d be crazy not to immediately accept them as fact. But we don’t mind the threat of being called crazy, so let’s dive into some of the most popular retirement “rules of thumb” to see if they truly lead us down the path of good financial guidance or run a chance of leading us astray.
Don't Worry, Retire Happy - Seven Steps to Retirement Security: https://www.quraishilaw.com/reports/retire-happy-u-.cfm
 
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

The challenge in building an effective retirement income plan is to use available income tools and tactics in a strategic manner to meet the financial goals of retirement while also managing the risks confronting those goals. The primary financial goal for most retirees relates to spending: maximize spending power in such a way that spending can remain consistent and sustainable without any drastic reductions, no matter how long
the retirement lasts. Other important goals may include leaving assets for subsequent generations and maintaining sufficient reserves for unexpected expenses and contingencies in retirement. In today’s world, it’s critical that you have a volatility buffer built into your retirement plan. We're going to talk all about the major categories of risk in a retirement plan, why you need to especially understand "sequence of returns", and give you plenty of examples of effective volatility buffers and why you need to consider this as part of your planning process.
 
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
 
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