Displaying episodes 1 - 25 of 25 in total

Navigating Employer Sponsored Retirement Plans

Learn how to navigate your employer sponsored retirement plan with Sequoia's Vice President of Wealth Planning, Heather Welsh and special guest, Kimberly Oros of CBiz ...

Teaching Your Kids About Money (Part 2)

Did you know studies show that many kids are ready to start learning about money as young as age three? Sequoia's Vice President of Wealth Planning, Heather Welsh and ...

Teaching Your Kids About Money

Join Sequoia advisor Ashley Male and Vice President of Wealth Planning, Heather Welsh as they discuss important things you can teach your kids or grandkids about finan...

Planning for Parenthood

Join Sequoia's Vice President of Wealth Planning, Heather Welsh and Senior Client Service Associate, Marian Pico for another special edition episode. Both new mothers ...

Planning For Marriage

Join Sequoia's Vice President of Wealth Planning, Heather Welsh and advisor, Sara Gans for this special edition episode on planning for marriage. The pair discuss how ...

Taking Control of Your Finances

Join our VP of Wealth Planning, Heather Welsh, and advisor, Laura Springer for the latest special edition podcast episode, “Taking Control of Your Finances”. The pair ...

Ins & Outs of Retirement Planning

As you think about retirement, we hope you have a vision of what that looks like for you. But how exactly do you pursue that vision? Join Sequoia’s Vice President of W...

The 3 Buckets of Money

Welcome to today’s special edition episode of Sequoia Investments & Insight podcast. In this mini-series you’ll hear from our female advisors, team members, partners a...

Smart Things To Do While Quarantined At Home

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 COVI...

Making Charity A Part Of The Sale Of Your Business

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...

Prepared: Use Your Roth IRA As An Emergency Fund

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 ...

Recession Opportunity Kit Part 5: Recession Opportunities for Individuals

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 own...

Recession Opportunity Kit Part 4: Recession Opportunities for Business Owners

Join Sequoia's Leon LaBrecque and Noel Villajuan to discuss recession opportunities for entrepreneurs. It sounds like an oxymoron right? Recession? Opportunities? You ...

Recession Opportunity Kit Part 3: History of Recessions

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...

Recession Opportunity Kit Part 2: What Triggers a Recession?

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...

Recession Opportunity Kit Part 1: What is A Recession?

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.

Professional Designations or Alphabet Soup?

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...

Is FinTech Useful?

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 financia...

5 Estate Planning Basics Everybody Should Consider

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 est...

Selecting Your Financial All-Star Team

Although many different labels are used, there are really just three types of financial advisors in the industry: Commission-based, Fee-based and Independent ...

Loopholes and Life Expectancy

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 ...

Better Servicing Our Clients with Innovative Technology

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...

Serving as Trustee of a Trust

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 complexit...

10 Wealth Planning Targets

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...

Triumph of the Optimist

Russell Moenich, Chief Investment Officer, for Sequoia Financial Group discusses a fantastic book recommendation, The Triumph of the Optimist, which is incredibly valu...

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