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

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Episode 42: Introducing Attorney Stuart Mathews 16/06/2022
Episode 41: Home Run Retirement Planning: How Baseball Principles Also Score Financial Runs 26/05/2022
Episode 40: The Ins And Outs Of Long-Term Care Planning 05/05/2022
Episode 39: Who Even Needs A Financial Advisor? 10/03/2022
Episode 38: Do You Have A Money Bias? What’s It Costing You? 17/02/2022
Episode 37: End of Year Tax Tips with Jeff Wicker, CPA 09/12/2021
Episode 36: Charitable Planning Ideas With Special Guest Rebecca Hendrix, Food Bank of Northeast Arkansas 11/11/2021
Episode 35: What To Know About Cyber Liability Insurance 07/10/2021
Episode 34: What Every Business Owner Needs To Know About Health Insurance 16/09/2021
Episode 33: Will Rogers' Retirement Advice 13/05/2021
Episode 32: Financial Fact or Fiction 15/04/2021
Episode 31: Retirement Planning For Business Owners 11/03/2021
Episode 30: How Women Can Make Sure They’re Involved In Financial Decisions 18/02/2021
The Things Nobody Says To Their Financial Advisor 07/01/2021
End Of Year Planning Tasks 17/12/2020
What Retirees Should Know About Wills & Trusts 12/11/2020
Following The Financial Commandments 19/10/2020
Financial & Estate Issues Particularly Challenging For Women 03/09/2020
Meet New Attorney Kalee Haywood 14/08/2020
Be Careful With DIY Legal Documents During COVID 09/07/2020
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