Smart, Simple Wealth

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

What Retirees Should Know About Wills & Trusts

People often overlook the estate planning side of preparing for retirement. There are a lot of misunderstandings about trusts and wills and the roles they play in the equation. On this episode, we’ll explore some of the critical questions you should ask about these strategies as you prepare for retirement.
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

Following The Financial Commandments

On this episode, we present you with five commandments that are worth of being written on stone tablets in your retirement 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

Financial & Estate Issues Particularly Challenging For Women

Many financial and legal issues impact us all the same. But, of course, other challenges have varying impacts from person to person because our situations are all unique. Let’s take a look at some of the financial and retirement challenges that are unique to women.
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

Meet New Attorney Kalee Haywood

The newest member of the Quraishi Law & Wealth team, Attorney Kalee Haywood, joins the show. Kalee completed her undergraduate work at Arkansas State University before obtaining her Juris Doctor Degree from the University of Arkansas School of Law. Before joining the firm, she was an attorney specialist with the Office of Chief Counsel of the Arkansas Department of Human Services and also worked in private practices. Learn more about Kalee's background, what she brings to the table, and welcome to her to the team by tuning into today's 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

Be Careful With DIY Legal Documents During COVID

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