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.
Episode 62: Kim Kardashian’s Advice Could Save Your Retirement: Unlikely Financial Wisdom
You wouldn’t necessarily expect Mike Tyson, Kim Kardashian, and Snooki to dispense valuable insights about financial planning matters. In fact, you’d probably expect the opposite. But with a little bit of creativity, we can get some financial planning pearls of wisdom from even the most unlikely of sources.
Important Links:
Quraishi Law & Wealth: https://quraishilaw.com/
Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm
Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb book: https://www.quraishilaw.com/reports/defuse-7-steps-to-protecting-your-401k-from-the-ticking-tax-time-bomb.cfm
11 Oct 2024
Episode 61: Happening Now: How Current Economic Shifts Could Affect Your Retirement
The financial landscape is changing rapidly, and if you’re focused on retirement, these shifts can’t be ignored. In today’s episode, we break down the trends that will define the rest of 2024 and what they mean for your retirement plan.
Important Links:
Quraishi Law & Wealth: https://quraishilaw.com/
Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm
Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb book: https://www.quraishilaw.com/reports/defuse-7-steps-to-protecting-your-401k-from-the-ticking-tax-time-bomb.cfm
13 Sept 2024
Episode 60: How Kids & Grandkids Influence YOUR Retirement Planning
Kids and grandkids play a crucial role in shaping financial plans. In this episode, we'll dive into the most common scenarios where future generations influence retirement planning. From funding college educations to creating lasting financial legacies, we'll explore how to balance your retirement goals with the needs of your family.
Important Links:
Quraishi Law & Wealth: https://quraishilaw.com/
Smart, Simple Wealth book: https://www.quraishilaw.com/reports/smart-simple-wealth-how-to-get-it-keep-it-and-pass-it-on.cfm
Defuse: 7 Steps to Protecting Your 401(k) from the Ticking Tax Time Bomb book: https://www.quraishilaw.com/reports/defuse-7-steps-to-protecting-your-401k-from-the-ticking-tax-time-bomb.cfm
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