Sequoia Financial Group
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Episodes of Sequoia Investments and Insights
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Join Sequoia advisor Sara Gans and Chief Growth Officer, Leon LaBrecque as they discuss smart things you can do for your finances while quarantined at home during COVID-19. Learn ways you can protect yourself, your family and your assets as wel
This is the first episode of Sequoia's special edition mini-series, "Tips in Turbulent TImes" where we're exploring ways to review your financial health, protect your assets and feel more financially secure during COVID-19. Join Leon La
Join Sequoia's Sequoia's Senior Vice President of Family Wealth, Don Laubacher to learn how to make charity a part of the sale of your business. Wondering if it makes sense to transfer a portion of the business to a charity prior to the sale?
Join Sequoia advisor Alex Rupert for this episode on using a Roth IRA as an emergency fund. Alex defines what exactly an emergency fund should be used for, as well as the benefits that a Roth IRA can provide in both retirement savings and an em
Join Sequoia's Leon LaBrecque and Noel Villajuan as they discuss how to create opportunities for you and your family during a recession. We discussed what business owners can do in our last episode, but what bout employees? It doesn't matter if
Join Sequoia's Leon LaBrecque and Noel Villajuan to discuss recession opportunities for entrepreneurs. It sounds like an oxymoron right? Recession? Opportunities? You don't hear the two words together very often, but with the right plan, you ca
Sequoia's Leon LaBrecque and Noel Villajuan discuss the differences in previous recessions, and more importantly, what's different today versus what's been going on in the past.
Join Sequoia's Leon LaBrecque and Noel Villajuan as they continue their conversation on recessions. The nice thing about recessions is we do know some things happen in advance. There are several things that have always happened in prior recessi
Join Sequoia's Leon LaBrecque and Noel Villajuan to learn about recessions and what they could mean for your future. Let's dive right in to the basics of recessions.
I’m Alexis Cavanagh with Sequoia Financial Group, here to talk about the different professional designations you see on those linkedin profiles. As a client it can be overwhelming trying to sift through the seemingly endless and important look
In this podcast, Alex Rupert with Sequoia Financial Group, will be discussing “Finance Apps”, also known as “Fintech” and how they can be used to compliment a financial plan. From becoming more educated with finance to utilizing specific applic
Join Sequoia's Senior Manager of Wealth Planning, Michael Baker for five estate planning basics you should consider. This includes the importance of having a basic estate plan in place and five documents you should consider including in your es
Getting Ready for a Recession Means Being Prepared. Recessions happen because good times cause bad times and, fortunately, vice-versa. If you’re prepared, a recession can present planning opportunities. Take a journey with us and see the opport
Although many different labels are used, there are really just three types of financial advisors in the industry:Commission-based, Fee-based and Independent and fee-only.While there are excellent advisors in all three categories, and there
The Bitcoin CrazeCryptocurrency, and Bitcoin in particular, has been called everything from “revolutionary”, “forward-thinking”, and “brilliant”, to a “fraud” and a “scam” by some of the greatest minds in finance and technology. Its history g
We get asked all the time about the “best timing” and claiming strategies for social security. Most people know they can claim Social Security at 62, or wait as late as age 70. The pros and cons of now vs later are relatively straightforward,
Sequoia's Trevor Chuna and Megan Howell discuss how our latest technology updates are helping us enhance our client experience as a financial services company. Special Guests: Megan Howell and Trevor Chuna, CFP®, AEP®, CTFA, MSFS.
Serving as trustee can cause anxiety because many individuals do not have much experience with it. Should they be anxious? The answer partly depends on the complexity of the trust and the assets it contains. Regardless, there are duties and
Join Sequoia's wealth planning director, Heather Welsh, as she discusses 10 wealth planning related rules of thumb. You can use these guidelines to serve as a general financial checkup. Special Guest: Heather Welsh, CFP®, MSFS.
Russell Moenich, Chief Investment Officer, for Sequoia Financial Group discusses a fantastic book recommendation, The Triumph of the Optimist, which is incredibly valuable as a part of the foundation of the investment process at Sequoia.
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