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.
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.
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.
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!
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:
- Fee-based and
- 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.
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.
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.