Sequoia Investments and Insights
By Sequoia Financial Group
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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.
||CleanEpisode 5: 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 as age 70. The pros and cons of now vs later are relatively straightforward, the||11/28/2018||Free||View in iTunes|
||CleanEpisode 4: Episode 4: 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.||11/12/2018||Free||View in iTunes|
||CleanEpisode 3: Serving as Trustee of a Trust||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 trust||10/1/2018||Free||View in iTunes|
||CleanEpisode 2: 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 financial checkup.||8/18/2018||Free||View in iTunes|
||CleanEpisode 1: 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 valuable as a part of the foundation of the investment process at Sequoia.||8/15/2018||Free||View in iTunes|