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...
Sequoia Investments and Insights
Share:
Listens: 13
About
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.
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. Wonde...
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...
Episode 14: 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 ...
Episode 13: 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? Op...
Episode 12: 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...
Episode 11: 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...
Episode 10: 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...
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 ...
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 comp...