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Sequoia Investments and Insights

Sequoia Financial Group

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Sequoia Investments and Insights

Sequoia Investments and Insights

Sequoia Financial Group

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About Us

Welcome to our Investments & Insights podcast! Join us and our Chief Investment Officer, Russell Moenich, for an inside look at the financial markets and how to preserve your wealth and plan for the future. We cover everything from wealth planning, investments and the financial markets, advice from Certified Financial Advisors (CFP®) and more. Listen and share today! Available on your favorite podcast app including Apple Podcasts, Spotify and Stitcher.

Latest Episodes

Episode 17: 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 COVID-19. Learn ways you can protect yourself, your family and your assets as well as save for the future.

12 MIN3 w ago
Comments
Episode 17: Smart Things To Do While Quarantined At Home

Episode 16: 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 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.Special Guest: Don Laubacher CFP, CPA, AEP.

9 MINJAN 7
Comments
Episode 16: Making Charity A Part Of The Sale Of Your Business

Episode 15: 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 the benefits that a Roth IRA can provide in both retirement savings and an emergency situation where you need additional finances. Special Guest: Alex Rupert.

8 MIN2019 DEC 6
Comments
Episode 15: Prepared: Use Your Roth IRA As An Emergency Fund

Episode 14: Recession Opportunity Kit: 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 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.

15 MIN2019 AUG 15
Comments
Episode 14: Recession Opportunity Kit: Recession Opportunities for Individuals

Episode 13: Recession Opportunity Kit: 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 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.

17 MIN2019 AUG 15
Comments
Episode 13: Recession Opportunity Kit: Recession Opportunities for Business Owners

Episode 12: Recession Opportunity Kit: 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 the past.

8 MIN2019 AUG 15
Comments
Episode 12: Recession Opportunity Kit: History of Recessions

Episode 11: Recession Opportunity Kit: 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 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.

10 MIN2019 AUG 15
Comments
Episode 11: Recession Opportunity Kit: What Triggers a Recession?

Episode 10: Recession Opportunity Kit: 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.

13 MIN2019 AUG 15
Comments
Episode 10: Recession Opportunity Kit: What is A Recession?

Episode 9: 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 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.Special Guest: Alexis Cavanagh.

7 MIN2019 JUN 1
Comments
Episode 9: Professional Designations or Alphabet Soup?

Episode 8: 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 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. We live in a time where we have access to a seemingly infinite amount of information. Technology is changing rapidly and becoming more and more dynamic. Once cumbersome tasks have become more automated. As we live through this time of innovation in finance, we should be asking ourselves what is the best way we can utilize these developments.Special Guest: Alex Rupert.

11 MIN2019 MAY 13
Comments
Episode 8: Is FinTech Useful?

Latest Episodes

Episode 17: 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 COVID-19. Learn ways you can protect yourself, your family and your assets as well as save for the future.

12 MIN3 w ago
Comments
Episode 17: Smart Things To Do While Quarantined At Home

Episode 16: 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 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.Special Guest: Don Laubacher CFP, CPA, AEP.

9 MINJAN 7
Comments
Episode 16: Making Charity A Part Of The Sale Of Your Business

Episode 15: 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 the benefits that a Roth IRA can provide in both retirement savings and an emergency situation where you need additional finances. Special Guest: Alex Rupert.

8 MIN2019 DEC 6
Comments
Episode 15: Prepared: Use Your Roth IRA As An Emergency Fund

Episode 14: Recession Opportunity Kit: 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 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.

15 MIN2019 AUG 15
Comments
Episode 14: Recession Opportunity Kit: Recession Opportunities for Individuals

Episode 13: Recession Opportunity Kit: 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 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.

17 MIN2019 AUG 15
Comments
Episode 13: Recession Opportunity Kit: Recession Opportunities for Business Owners

Episode 12: Recession Opportunity Kit: 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 the past.

8 MIN2019 AUG 15
Comments
Episode 12: Recession Opportunity Kit: History of Recessions

Episode 11: Recession Opportunity Kit: 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 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.

10 MIN2019 AUG 15
Comments
Episode 11: Recession Opportunity Kit: What Triggers a Recession?

Episode 10: Recession Opportunity Kit: 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.

13 MIN2019 AUG 15
Comments
Episode 10: Recession Opportunity Kit: What is A Recession?

Episode 9: 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 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.Special Guest: Alexis Cavanagh.

7 MIN2019 JUN 1
Comments
Episode 9: Professional Designations or Alphabet Soup?

Episode 8: 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 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. We live in a time where we have access to a seemingly infinite amount of information. Technology is changing rapidly and becoming more and more dynamic. Once cumbersome tasks have become more automated. As we live through this time of innovation in finance, we should be asking ourselves what is the best way we can utilize these developments.Special Guest: Alex Rupert.

11 MIN2019 MAY 13
Comments
Episode 8: Is FinTech Useful?
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