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Launch Financial with Brad Sherman

Launch Financial is a podcast about your finances and improving your financial health & education. Launch financial is hosted by Brad Sherman, president of Sherman Wealth Management, fee-only registered investment advisory firm in Gaithersburg, MD.
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Launch Financial with Brad Sherman
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Mar 31, 2020

Listen in to hear about what the recent Stimulus Bill means for you and your finances during the time of the COVID-19 crisis.

Mar 4, 2020

Listen in on some great information about the current markets including some questions to ask yourself about your finances during a time of extreme volatility.

Feb 19, 2020

Hear how to avoid tax scams, ensure you aren't getting a huge tax refund and giving the government an interest-free loan and make sure you have all your documents in order to file this year's taxes.

Jan 29, 2020

For those of you eager to get a head start on filing your taxes this year, here are some important tips to help you navigate the process.  

Jan 28, 2020

Financial tips from a survey of retirees and what they wish they could tell their younger selves about their finances.

Jan 15, 2020

Find out about how you or your family can benefit from ABLE accounts if there is someone with a disability in your family.  

Jan 15, 2020

This podcast will provide you with details pertaining to the SECURE Act that went into effect on January 1, 2020 as it relates to you and your finances.

Nov 7, 2019

Hear about the changes to retirement savings account contribution limits in 2020.

Oct 31, 2019

Listen here for some key information on teaching your children about finances - it's never too early to start!

Oct 22, 2019

Listen in for some tips on how to better prepare financially for a recession.

Oct 28, 2016

Brad and Charlie and Josh (now... with #Schwaber!) talk about 401Ks and switching employment. Do you have a long-neglected account?

In today’s world, it is normal for mid-level professionals to jump between a few different jobs early in their career as they try to figure out their passion and path. When leaving a job, we often take with us the knowledge we gained from our experiences and hopefully some friendships we made as well.

Link to the BlogPost: In today’s world, it is normal for mid-level professionals to jump between a few different jobs early in their career as they try to figure out their passion and path. When leaving a job, we often take with us the knowledge we gained from our experiences and hopefully some friendships we made as well.

Link to blog post: www.shermanwealth.com/401k-when-you-change-jobs/

 
 
Mar 11, 2016

Brad talks to Stefanie O'Connell, author of The Broke and Beautiful Life, about investing and her finance adventures

Dec 8, 2015

Brad and Charlie talk about the next type of personalized advisors, for your future.

 

Dec 2, 2015

Brad Sherman, of Sherman Wealth Management, talks with Charlie Birney about financial standards - Fiduciary and Suitability. Do you know the difference?

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