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Integrating your financial, legal & life planning all in one podcast. Carrie Quraishi is an estate & wealth planning attorney at Quraishi Law Firm in Arkansas and Texas. Carrie is dedicated to using her 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 & life planning all in one podcast. Carrie Quraishi is an estate & wealth planning attorney at Quraishi Law Firm in Arkansas and Texas. Carrie is dedicated to using her 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.
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Location:

United States

Description:

Integrating your financial, legal & life planning all in one podcast. Carrie Quraishi is an estate & wealth planning attorney at Quraishi Law Firm in Arkansas and Texas. Carrie is dedicated to using her 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.

Language:

English

Contact:

9193781410


Episodes

3rd & 4th Quarter Planning To-Do List

9/5/2019
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As we get into the 2nd half of 2019, there are several planning items you might want to run a quick checkup on, especially if you’re a retiree or pre-retiree, to make sure you’re still on the right financial track. Are you focusing on the right things? Listen to today’s podcast to find out. We'll also answer Emily's question about what the different designations mean for financial advisors. Important Links: Quraishi Law Firm: https://quraishilaw.com/ Wealth Protection Toolkit:...

Duration:00:22:04

Protecting Business Assets

8/1/2019
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Consider all the time you have spent or will spend building your business – and then consider how much energy you have spent on how to protect it or protect your family from it. Unfortunately, many small business owners don’t give much thought to asset protection until it’s too late – when a suit is filed, a divorce happens or a creditor comes after them. On today's show, we'll give small business owners 5 tips to help protect assets. Important Links: Quraishi Law Firm:...

Duration:00:17:35

How The Proposed SECURE Act Might Damage Your Legacy

7/18/2019
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"The consequences of this bill will be devastating to people who have worked hard their entire lives, played by the rules, and accumulated significant amounts of money in their IRAs and retirement plans." That's a direct quote from Carrie in this week's program. Congress is in the midst of passing the SECURE Act, which brings some small benefits to retirees, but also contains some major impacts that could shake the foundation of an ill-executed legacy plan. We'll cover the ins and outs of...

Duration:00:23:32

What Popular Proverbs Teach Us About Money

7/3/2019
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There are plenty of proverbs and axioms that aren’t meant to be about money, but we can easily learn a financial lesson from them anyway. We’ll show you the hidden money meanings behind some of these popular sayings. We'll also answer a listener question about strategies to avoid exposure to estate taxes.

Duration:00:21:41

Tips & Tools for Meaningful Legacy Planning

6/20/2019
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Planning isn’t just about preserving and passing on your financial wealth and property in the event of your death or incapacity. When done right, it equates to sharing your family’s stories, values, life lessons, and experiences, so your legacy carries on long after you (and your money) are gone. On this podcast, we'll cover some of the tips and tools you can use to help create a meaningful legacy plan. We'll also answer a listener's question about whether it's wise to take social security...

Duration:00:27:14

Don't Utter These Famous Last Words

6/6/2019
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Hopefully your famous last words in life won’t be “Hey y’all, watch this!” And in the financial world, there’s quite a few phrases that you don’t want to be your famous last words either…

Duration:00:18:55

Summer Vacation

5/16/2019
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As summer rounds the corner and we start planning vacations and road trips, Carrie has some tips that can also apply to your financial and estate planning future. We'll also find out about Carrie's favorite movies, as well as answer a question from the mailbag about marrying into debt.

Duration:00:31:49

Lessons From Celebrity Estate Planning Mistakes

5/2/2019
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Most of us enjoy gossiping about celebrities, but today we'll talk about them and learn some really importand do's and don'ts when it comes to estate planning. We'll learn from the mistakes (and good decisions) of celebrities like Paul Walker, Muhammed Ali, Heath Ledger and more. Mary has a great question about the difference between a will and a living will. Want to learn something new about your host, Carrie? You'll be surprised to learn what skill she hasn't mastered yet.

Duration:00:23:27

The Proper Steps To Name Legal Guardians For Your Children

4/18/2019
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When it comes to estate planning, naming your legal guardians for your minor children in the event something happens to you and your spouse is probably one of the hardest, but most important, decisions you’ll make. On today's podcast, we'll cover the 6 critical steps you should follow to select and name the right guardians for kids. We'll also answer Lou's question about being in a different tax bracket in retirement. And we'll have some fun asking Carrie about what kinds of clothing she...

Duration:00:29:51

Icebreakers: Best Ways To Kickstart The Retirement Conversation

4/4/2019
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Talking about money can be hard for some people, so it's sometimes useful to have good questions to help get the conversation rolling. Let's go over some helpful icebreakers and see if they get you in the proper mindset to plan for your retirement future.

Duration:00:26:20

The 5 Most Common “Pain Points” In Your Financial Life

3/21/2019
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When it comes to financial planning, everybody has some kind of pain point. Those pain points are different for each person, but everyone has something that bothers them. Let's talk about some times where Carrie has helped her clients through some of these common pain points.

Duration:00:36:21

Unique Estate Planning Needs For Farmers & Ranchers

3/7/2019
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Farmers and ranchers often don't realize that their estate planning needs come with some additional complications. Passing wealth, land and assets to the next generation can get complicated and tricky if you're not careful. On this episode, Carrie shares with us some of the common mistakes farmers and ranchers make and how you can avoid them. We'll also answer some listener questions about an estate tied up in probate court and another one about relying on an inheritance as part of your...

Duration:00:22:04

Retirement & Legal Planning - When DIY Works (And When It Doesn't)

2/21/2019
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Welcome to the first episode of "Smart, Simple Wealth." Carrie will introduce herself to start off the show and then we'll get into a great conversation about DIY retirement and legal planning. We'll uncover some pitfalls of applying the do-it-yourself mentality to this part of your life and how to avoid some of the common mistakes that others make. https://quraishilaw.com/podcast/

Duration:00:30:30

Coming Soon - An Introduction To The "Smart, Simple Wealth" Podcast

2/7/2019
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Launching in mid-February of 2019 is the "Smart, Simple Wealth" Podcast with Carrie Quraishi of Quraishi Law Firm in Arkansas and Texas. The podcast will feature a variety of topics spanning the words of financial, legal and life planning and bring them together to make sure you're formulating the best possible wealth building and preservation plan for your future.

Duration:00:01:25