Smart, Simple Wealth

Smart, Simple Wealth

Por: Carrie Quraishi
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.
63 episodios disponibles

Latest episodes of the podcast Smart, Simple Wealth

Episode 62: Kim Kardashian’s Advice Could Save Your Retirement: Unlikely Financial Wisdom 08/11/2024
Episode 61: Happening Now: How Current Economic Shifts Could Affect Your Retirement 11/10/2024
Episode 60: How Kids & Grandkids Influence YOUR Retirement Planning 13/09/2024
Episode 59: Never Stop Asking 'How Do You Know?' - Navigating Retirement Planning 16/08/2024
Episode 58: Mistakes When Choosing A Financial Advisor 12/07/2024
Episode 57: Tax-Saving Tips for Small Business Owners: Strategies to Minimize Your Tax Burden 14/06/2024
Episode 56: Retirement Questions That Every Generation Is Asking 10/05/2024
Episode 55: Securing Your Retirement: Dynamic Income Strategies to Safeguard Your Financial Future 11/04/2024
Episode 54: Financial Wellness for Women 17/01/2024
Episode 53: Tax Efficient Strategies for Smart Wealth Growth 01/09/2023
Episode 52: Beyond Tax Season: The Year-Round Benefits of Proactive Tax Planning 17/08/2023
Episode 51: The Incomplete Financial Plan 06/04/2023
Episode 50: Four Ways The SECURE Act 2.0 Might Impact You 02/03/2023
Episode 49: 5 Beneficiary Mistakes: Are You Accidentally Spoiling Your Retirement Plan? 01/02/2023
Episode 48: 2023 Edition: 10 Point Checklist For Retirement Preparedness 05/01/2023
Episode 47: The Retirement Marathon: Finishing The Race 01/12/2022
Episode 46: Are You Thankful For The Financial Advice You Receive? 03/11/2022
Episode 45: How Procrastination Dooms Your Financial Future 08/09/2022
Episode 44: Should You Follow These Popular Retirement Rules of Thumb? 11/08/2022
Episode 43: Why Your Retirement Plan Needs A Volatility Buffer 07/07/2022
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