As part of our monthly wellbeing webinar series, Sequoia partnered with Tyler Horn, head of planning at Origin, on the topic of “Savings Strategies to Build Your Financial Future.” Tyler shared valuable tips about short-term savings, how to grow savings through retirement plans, and how to consider investments for long term wealth.

You can catch up by viewing the recording.

Here are a few tips and takeaways you’ll learn from the webinar:

  • Conduct a spending analysis and create a budget. Tyler showed us the basics of setting up a 50/30/20 budget.
  • Understand the benefits of opening a high-yield savings account for your emergency savings and how to invest your savings for spending or retirement.
  • Learn how to manage your debt and how to check and monitor your credit.
  • Part of financial wellbeing is learning how to understand your own personal behavior around finances and psychological trends to reach the right goals for you.

For more information on Sequoia’s Wellbeing services, visit https://www.sequoia.com/services/wellbeing/

Jackie Ishibashi — Jackie is a Global Wellbeing Strategist at Sequoia, focusing on market insights and trends, and building best practice strategies for clients. Outside of work, Jackie enjoys trying new restaurants, spending time outdoors and gardening.