Sequoia Investments and Insights

Episode Archive

Episode Archive

17 episodes of Sequoia Investments and Insights since the first episode, which aired on August 15th, 2018.

  • Episode 17: Smart Things To Do While Quarantined At Home

    May 5th, 2020  |  12 mins 11 secs
    3 months savings, 6 months savings, budget, coronavirus, covid19, fdic insured bank account, financial advisor, financial planning, hippa, home insurance, pandemic, ppp, retirement, retirement planning, savings, savings account, stimulus check

    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 well as save for the future.

  • Episode 16: Making Charity A Part Of The Sale Of Your Business

    January 7th, 2020  |  9 mins 56 secs
    business, business owner, charitable contributions, charity, donations, donor, entrepreneur, gifting, selling my 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 sense to transfer a portion of the business to a charity prior to the sale? Doing so, compared to gifting cash after the sale, could offer excellent opportunities for both donors and charities, but it's a complex process that must be approached with great care.

  • Episode 15: Prepared: Use Your Roth IRA As An Emergency Fund

    December 5th, 2019  |  8 mins 2 secs
    college fund, emergency fund, finance, financial planning, ira, money, retirement savings, ria, roth, roth ira, savings, wealth planning

    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 emergency situation where you need additional finances.

  • Episode 14: Recession Opportunity Kit: Recession Opportunities for Individuals

    August 15th, 2019  |  15 mins 2 secs
    how do i prepare my family for a recession, how to prepare my business for a recession, how to save for retirement, how to survive a recession, is a recession coming, start saving now for a recession, what couses a recession, what if i get laid off during a recession, what is a recession, what triggers a recession, when is the next recession, when will there be a recession, will there be a recession in 2020

    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 you're a doctor, lawyer or you work on the line. You can plan for a recession and create good out of something negative.

  • Episode 13: Recession Opportunity Kit: Recession Opportunities for Business Owners

    August 15th, 2019  |  17 mins 24 secs
    how to prepare my business for a recession, how to save for retirement, how to survive a recession, is a recession coming, what couses a recession, what if the economy crashes, what is a recession, what to do in a recession, what triggers a recession, when is the next recession, will there be a recession in 2020

    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 can turn the next recession into opportunities for your business.

  • Episode 12: Recession Opportunity Kit: History of Recessions

    August 15th, 2019  |  8 mins 34 secs
    history of recession, how to prepare my business for a recession, how to save for retirement, how to survive a recession, is a recession coming, what couses a recession, what is a recession, what is the history of recessions, what to do in a recession, what triggers a recession, when is the next recession, will oil prices cause a recession, will there be a recession in 2020

    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.

  • Episode 11: Recession Opportunity Kit: What Triggers a Recession?

    August 15th, 2019  |  10 mins 39 secs
    does the stock market crash cause a recession, how to prepare for a recession, how to prepare my business for a recession, how to save for retirement, how to survive a recession, is a recession coming, what couses a recession, what is a recession, when is the next recession, will there be a recession in 2020

    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 recessions including a stock market decline. This happens in almost every case, so we consider the stock market as a preceding indicator or trigger to a coming recession.

  • Episode 10: Recession Opportunity Kit: What is A Recession?

    August 15th, 2019  |  13 mins 1 sec
    how to prepare my business for a recession, how to save for retirement, how to survive a recession, is a recession coming, what couses a recession, what is a recession, when is a recession coming, when is the next recession, will there be a recession in 2020

    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.

  • Episode 9: Professional Designations or Alphabet Soup?

    May 31st, 2019  |  7 mins 3 secs
    asset management, certified financial advisor, certified life underwriter, certified public accountant, certified senior advisor, cfa, cfp, chartered advisor in philanthropy, chartered special needs consultant, chsnc, clu, cmfc, cpa, designations, finance, financial planning, linkedin, retirement planning, wealth planning

    As a client it can be overwhelming trying to sift through the seemingly endless and important looking designations, to figure out which ones you’re looking for in an advisor. There’s been a proliferation in recent years thanks in part to online schools that offer certification in an endless list of specialties, so the best place to begin the discussion is with the “old-school” credentials that have been around long enough for most people to recognize. Join Alexis Cavanagh, Senior Manager at Sequoia Finanacial Group as she deciphers those professional designations you see on your LinkedIn profile.

  • Episode 8: Is FinTech Useful?

    May 12th, 2019  |  11 mins 28 secs
    apps, budgeting apps, finance, financial apps, financial technology, fintech, retirement planning, savings apps, savings goals, spending apps, technology

    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 applications for specific goals – we will be touching on different aspects in which you can become involved with fintech.

  • Episode 7: 5 Estate Planning Basics Everybody Should Consider

    May 11th, 2019  |  9 mins 46 secs
    death, durable healthcare power of attorney, estate, estate planning, finance, financial affairs, financial planning, financial power of attorney, hcpoa, healthcare, hippa, live savings, living will, poa, retirement planning, revocable living trust, revocable trust, savings, taxes, testament, wealth, will

    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 estate plan. Benjamin Franklin said it best, "Nothing in this world can be said to be certain, except death and taxes.” By the end of this episode you will have a better understanding of how to plan for those very certainties!

  • Episode 6: Selecting Your Financial All-Star Team

    May 1st, 2019  |  6 mins 25 secs
    certified financial planner, cfp, commission based, fee based, finance, financial planner, financial planning, registered investment advisor, retirement, ria, savings, wealth, wealth management, wealth planning

    Although many different labels are used, there are really just three types of financial advisors in the industry:

    1. Commission-based,
    2. Fee-based and
    3. Independent and fee-only.

    While there are excellent advisors in all three categories, and there is a place for each in this field, it is important for any informed consumer to understand how each is compensated, and how that can impact the advice the advisor delivers.

  • Episode 5: Loopholes and Life Expectancy

    November 28th, 2018  |  6 mins 36 secs
    bipartisan budget act, filing options, finance, health, income, life expectancy, retire, retired, social security, spousal benefits, wealth, wealth planning

    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, the longer you wait, the more you get.

  • Episode 4: Better Servicing Our Clients with Innovative Technology

    November 12th, 2018  |  9 mins 10 secs
    client service, eblast, finance, financial advisor, financial plan, pardot, salesforce, technology

    Sequoia's Trevor Chuna and Megan Howell discuss how our latest technology updates are helping us enhance our client experience.

  • Serving as Trustee of a Trust

    October 1st, 2018  |  6 mins 19 secs
    charitable giving, estate planning, family wealth, financial planning, generational planning, trust, trustee, trustee support

    Join Sequoia's Vice President, Don Laubacher, as he addresses questions and concerns about serving as trustee, including trustee duties and potential risks that must be handled properly to protect both your trustee and the trust. The good news for trustees? They’re not alone.

  • 10 Wealth Planning Targets

    August 18th, 2018  |  10 mins 43 secs
    financial checkup, financial freedom, wealth planning

    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.