Smart, Simple Wealth
Integrating your financial, legal & tax planning all in one podcast. Carrie Quraishi is an estate & wealth planning attorney at Quraishi Law & Wealth, and JR Quraishi is a Tax Strategist at Quraishi Tax & Accounting. Together, Carrie & JR are dedicated to using their wealth of experience, mastery of the law and commitment to a client-first approach to help you protect what matters most – your wealth, loved ones, and legacy – and make informed and educated decisions about your money, so you can live a life by design, and not by default.
Integrating your financial, legal & tax planning all in one podcast. Carrie Quraishi is an estate & wealth planning attorney at Quraishi Law & Wealth, and JR Quraishi is a Tax Strategist at Quraishi Tax & Accounting. Together, Carrie & JR are dedicated to using their wealth of experience, mastery of the law and commitment to a client-first approach to help you protect what matters most – your wealth, loved ones, and legacy – and make informed and educated decisions about your money, so you can live a life by design, and not by default.
Episodes
Apr 15, 2021
Episode 32: Financial Fact or Fiction
Apr 15, 2021
Apr 15, 2021
25 min
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
Apr 15, 2021
25 min
Mar 11, 2021
Mar 11, 2021
23 min
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
Mar 11, 2021
23 min
Feb 18, 2021
Feb 18, 2021
29 min
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
Feb 18, 2021
29 min
Jan 7, 2021
Jan 7, 2021
24 min
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
Jan 7, 2021
24 min
Dec 17, 2020
End Of Year Planning Tasks
Dec 17, 2020
Dec 17, 2020
19 min
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
Dec 17, 2020
19 min
Nov 12, 2020
What Retirees Should Know About Wills & Trusts
Nov 12, 2020
Nov 12, 2020
25 min
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
Nov 12, 2020
25 min
Oct 19, 2020
Following The Financial Commandments
Oct 19, 2020
Oct 19, 2020
17 min
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
Oct 19, 2020
17 min
Sep 3, 2020
Sep 3, 2020
24 min
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
Sep 3, 2020
24 min
Aug 14, 2020
Meet New Attorney Kalee Haywood
Aug 14, 2020
Aug 14, 2020
17 min
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
Aug 14, 2020
17 min
Jul 9, 2020
Jul 9, 2020
20 min
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
Jul 9, 2020
20 min




