Episode 51: The Incomplete Financial Plan

Episode 51 of the Smart, Simple Wealth podcast, hosted by Carrie Quraishi, titled "Episode 51: The Incomplete Financial Plan" was published on April 6, 2023 and runs 24 minutes.

April 6, 2023 ·24m · Smart, Simple Wealth

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Summary

Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete. On this episode, we'll be pointing out the most common areas people overlook when planning and provide actionable tips to ensure that your plan is as comprehensive as possible. FREE Retirement Report Card Is your retirement on track for the honor roll, or are you heading to summer school? Find out with our free retirement report card. We will look at 5 key areas of retirement success, and give you guidance on any areas that need improvement. Call us at 870-275-4304 for more info. 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

Episode Description

Are you confident that your financial plan is complete? Many people believe they have a solid plan in place, only to realize later that they've missed important areas. From not accounting for long-term care expenses to overlooking the impact of taxes on retirement income, there are many ways a financial plan can be incomplete. On this episode, we'll be pointing out the most common areas people overlook when planning and provide actionable tips to ensure that your plan is as comprehensive as possible.

FREE Retirement Report Card

Is your retirement on track for the honor roll, or are you heading to summer school? Find out with our free retirement report card. We will look at 5 key areas of retirement success, and give you guidance on any areas that need improvement. Call us at 870-275-4304 for more info.

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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