Beyond Your Balance Sheet
An Abundant Life is About More Than Money
Financial stability and success is far more than a spreadsheet full of numbers and a set of marching orders. As part of our job fulfillment here at The Sedoric Group, we aim to explore what is happening beyond your balance sheet and how various subjects contribute and/or detract from your life’s success, fulfillment, and overall happiness. Thus, we’ve launched “Beyond Your Balance Sheet”: A series designed to foster meaningful discussion and engaged enlightenment. Because having conversations about the complexities of today can lead to tomorrow’s wisdom. Enjoy! (And if you have ideas for future episodes, please reach out and let us know.)
Episode 16 The Intersection of Financial Planning and Life Goals
Laura Knoy, Tom Sedoric, and Casey Snyder
While we as advisors must analyze the data in your financial world, much of what we do focuses on emotions and behavior. We must ask relevant questions to help you uncover what you most want from your wealth. Life, after all, isn’t comprised of numbers, but of relationships, memories and passions.
In this episode of Beyond Your Balance Sheet, Tom Sedoric (Partner, Executive Managing Director, and Wealth Manager at The Sedoric Group) and Casey Snyder, CFP® (Partner, Managing Director, and Wealth Manager at The Sedoric Group) discuss the personal elements of wealth management and how effective financial planning is part science, part art.
Episode 15 Navigating Hospice and Palliative Care
Laura Knoy and Patricia O’Conner
Death can be an uncomfortable topic, but talking about the end of life can provide a welcome chance to express one’s thoughts, feelings, and wishes.
In this episode, host Laura Knoy speaks with Patricia O’Conner, a nurse practitioner who is Board certified in Hospice & Palliative Medicine and Adult Medicine. Patricia is also the author of Navigating Life’s Final Journey: Conversations, Choices, and Resources, and she offers a fresh perspective on end-of-life care as she discusses the importance of honest conversations and some misconceptions about hospice and palliative care.
Episode 14 Exploring The Accounting Profession
Laura Knoy and Robin Abbott
Re-considering Accounting: There’s more to this profession than meets the eye – or its reputation as a less-than-thrilling occupation.
Join us as host Laura Knoy speaks with the CEO of the New Hampshire Society of Certified Public Accountants, Robin Abbott, to discuss how this profession is evolving and what it means for future generations.
Episode 13 Continuing Care Retirement Communities
Laura Knoy, Tom Sedoric, and Cathleen Toomey
What if there was a way to live independently during retirement without the stress of house maintenance or the worry that you might one day become a burden to your children? In this episode of Beyond Your Balance Sheet, we discuss Continuing Care Retirement Communities (CCRCs) and how they provide a valuable support system for the aging population.
We talk with Partner and Executive Managing Director of The Sedoric Group, Tom Sedoric, and Cathleen Toomey, host of the “Seniority Authority” podcast and VP of marketing for the RiverWoods Group about the growing need for these types of communities, the benefits they offer, and some things you should consider as you make long-term care plans.
Episode 12 Financial Literacy
Laura Knoy, Dan Hebert, and Tom Kaempfer
Financial literacy—it’s a concept that is key to financial success, but one that is sorely lacking in our society.
In this episode of Beyond Your Balance Sheet, host Laura Knoy talks with two financial education experts to discuss the importance of financial literacy, how technology has impacted our view of money, and some ways we can shift our perspective in a productive direction. Her guests are Dan Hebert, State President of the New Hampshire Jump$tart Coalition and Senior Director of Education for Jump$tart’s National Coalition and Tom Kaempfer, adjunct professor of business and economics at Southern New Hampshire University.
Episode 11 The Encore Career
Laura Knoy and Christina Fitzpatrick
The definition of “retirement” is different for every individual. For some, it’s the freedom to step away from work entirely to travel, relocate, or spend more time with family. For others, it’s a chance to shift one’s focus and energy while remaining in the workforce.
In this episode of Beyond Your Balance Sheet, we discuss encore careers—later-in-life job opportunities and business ventures that are more meaningful, enjoyable, or flexible than one’s previous position. Host Laura Knoy speaks with Christina Fitzpatrick, the New Hampshire State Director of AARP, about how encore careers can help people transition into retirement, the benefits they offer, and tips for pursuing this kind of career change.
Episode 10 Taming Your Anxiety
Laura Knoy and Lynn Lyons
In the last decade, the subject of anxiety has become more and more widely acknowledged; individuals are openly admitting their struggles as our society encourages the conversation. But the conversations we have—and the mindsets we subsequently adopt—may not be as productive as we think.
In this episode of Beyond Your Balance Sheet, host Laura Knoy speaks with anxiety expert Lynn Lyons, who offers an encouraging perspective on this “epidemic.” Lyons is a licensed clinical social worker, psychotherapist, international speaker and trainer on the subject of anxiety, and author of The Anxiety Audit: 7 Sneaky Ways Anxiety Takes Hold and How to Escape Them.
Episode 9 The Diversity Factor
Laura Knoy and James McKim
“Diversity” is a word we hear frequently yet a concept that is often oversimplified. There are multiple factors and traits (beyond gender or race) that make us individuals and impact how we interact with the world—and these differences among us can lead to a richer, more productive, and innovative society—if we let them.
This episode of Beyond Your Balance Sheet examines how we can better understand and appreciate diversity from an organizational, business, and personal standpoint. Hear from guest James McKim, a coach, facilitator, speaker, entrepreneur, and author of The Diversity Factor: Igniting Superior Organizational Performance as he discusses how our perspectives of individuality shape our worldview, the difference between equity and equality, and how diversity can make our lives richer.
Episode 8 Mental Health First Aid
Laura Knoy and Suzanne Weete
Our culture is becoming increasingly aware of the importance of mental health and the challenges many people face. In this episode, host Laura Knoy speaks with mental health advocate Suzanne Weete to discuss a valuable tool that can help anyone—the mental health professional or the layperson—recognize and respond to a person in emotional distress: Mental Health First Aid. Suzanne is the Community Education & Engagement Manager at Community Partners, a provider of mental health, developmental, and family support services. She is also a founding member of the Dover Mental Health Alliance, a Mental Health First Aid trainer, and a Suicide Prevention trainer.
Episode 7 Multigenerational Households
Laura Knoy and Donna Butts
Multigenerational living—it’s a lifestyle that for many years was stigmatized in the U.S. and viewed only as a necessity for those with lesser means. But it’s a system that has permeated our societal makeup for centuries, and it’s making a comeback (with good reason). Join us as host Laura Knoy speaks with Donna Butts, Executive Director of Generations United, about this growing “trend” that has a host of societal, environmental, relational, and personal benefits.
Episode 6 Elder Fraud - The New Crime of the 21st Century
Laura Knoy and Paul Greenwood
Elder fraud—it’s an ever-evolving issue in our technologically advanced society. Learn from Paul Greenwood, retired Deputy District Attorney in San Diego and former Head of the Elder Abuse Prosecution Unit, as he talks with host Laura Knoy about the impact of this crime, ways to avoid it, and what you can do to help.
Episode 5 Adequate Insurance Coverage
Laura Knoy, Tod O’Dowd, and Casey Snyder
In our fifth episode of “Beyond Your Balance Sheet" our host, Laura Knoy, chats with her guests Tod O’Dowd, President of Avery Insurance, and Casey Snyder, CFP® of the Sedoric Group of Steward Partners to discuss the evolving world of personal life insurance coverage and what you need to know to protect your family, business, and your assets.
Episode 4 Navigating the Multigenerational Workplace
Laura Knoy and Gerri King
Join host Laura Knoy with her guest Gerri King to discuss the challenges of a multigenerational workplace and the steps you can take to bridge the gap.
Episode 3 Making Sense of this Crazy Real Estate Market – Tips and Tricks
Laura Knoy, Casey Snyder, Renee Welchman, and John Rice
The third episode of Beyond Your Balance Sheet features host Laura Knoy, Casey Snyder, and seacoast real estate experts Renee Welchman and John Rice who speak on developing trends and how to avoid expensive mistakes in one’s journey of buying property.
Episode 2 Failure, Rejection, and Resilience
Laura Knoy and D. Casey Snyder
The second episode of Beyond Your Balance Sheet features host Laura Knoy and The Sedoric Group's own D. Casey Snyder as they discuss some of Casey’s past life experiences and how he was able to convert a series of failures and setbacks into opportunities, and the importance of resilience in navigating life's challenges.
Episode 1 The Mental Health Crisis Among America’s Youth
Laura Knoy and John Broderick
In this inaugural episode, host Laura Knoy and John T. Broderick, former Chief Justice of the New Hampshire Supreme Court, discuss the mental health crisis among youth in America, what inspired his passion for mental health advocacy, and his initiatives to erase the stigma associated with mental illness.