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

Smart, Simple Wealth

Episode 31: Retirement Planning For Business Owners

October is Cyber Awareness Month and the topic has never been more important for small business owners to understand. In fact, in the wake of COVID-19, cyber-crime has risen exponentially. Hackers are preying on our increasing need for digital communication. Andy Runyan and Phillip Greer from Block Insurance join the show again to share stories about everyday business owners who have been impacted by cyber crime. They'll also explore with Carrie what cyber policies cover in case you're looking for a way to protect yourself and your business. If you have any questions, reach out to Block Insurance online at https://www.blockinsurance.com/ or call 870-236-8744. 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 Defuse: 7 Steps to Protecting your 401k from the Ticking Tax Time Bomb: https://bit.ly/3fXcEhT

Episode 35: What To Know About Cyber Liability Insurance

How is health insurance changing for small-to-medium sized employers? What are the benefits to employers and employees of self-funded plans? Guests Andy Runyan and Phillip Greer from Block Insurance help Carrie answer these questions and more on today's episode. And if you have any questions, reach out to Block Insurance online at https://www.blockinsurance.com/ or call 870-236-8744. 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 Defuse: 7 Steps to Protecting your 401k from the Ticking Tax Time Bomb: https://bit.ly/3fXcEhT

Episode 34: What Every Business Owner Needs To Know About Health Insurance

What can we learn about retirement planning from the great Will Rogers? We'll explore some of his famous quotes and see what lessons we can learn. 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 Defuse: 7 Steps to Protecting your 401k from the Ticking Tax Time Bomb: https://bit.ly/3fXcEhT

Episode 33: Will Rogers' Retirement Advice

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

Episode 32: Financial Fact or Fiction

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

Episode 30: How Women Can Make Sure They’re Involved In Financial Decisions

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

The Things Nobody Says To Their Financial Advisor

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

End Of Year Planning Tasks

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

What Retirees Should Know About Wills & Trusts

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

Following The Financial Commandments

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

Financial & Estate Issues Particularly Challenging For Women

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

Meet New Attorney Kalee Haywood

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

Be Careful With DIY Legal Documents During COVID

"Apparently there is nothing that cannot happen today." That's a famous Mark Twain quote and it also seems to perfectly describe life in 2020. What can happen is certainly happening this year. And that's not the only wise and intriguing saying Mark Twain ever had. Let's explore some of Twain's favorite quotes and see what they can teach us about money and finances. We'll also answer a question from Leo about trusts as part of an estate and financial 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

What Mark Twain Can Teach Us About Money

We talk all the time about how people need to give their dollars purpose or set goals for their retirement and even specifically for certain investments. But let’s dive deeper into what different goals look like for various folks approaching retirement. How do you determine if a goal is realistic or out of reach? We’ll tackle that conversation with plenty of examples on this 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

How To Set Financial & Retirement Goals

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.