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Launch Financial

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, and Ashley Perlmutter, Marketing Coordinator, fee-only registered investment advisory firm in Gaithersburg, MD.
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Launch Financial
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Now displaying: Page 1
Sep 17, 2021

Overview: 

Join us for a special Friday edition of Launch Financial with Ashley & Brad as we discuss the true value of a financial plan, understanding your employee benefits, inflation, and more! 

What You’ll Learn:

  • Understanding the true value of a financial plan 
  • What employee benefits you should look for 
  • How you can utilize financial planning software to your benefit 

Show Notes:

Improving Your Employee Education As a Small Business Owner

Understanding The True Value Of A Financial Plan

End of Summer Reflection & The Importance of an Emergency Fund

Sep 10, 2021

Overview: 

Happy Fall-We missed you all! Join us this week for our back to school & fall financial planning episode of Launch Financial as we discuss how to get your financial life organized for the last third of the year, emergency funds, investing, tax planning, bitcoin, and more! 

What You’ll Learn:

  • How to find the balance between your emergency fund and cash
  • The value of financial planning 
  • Access to determine your risk tolerance 

Show Notes:

Determine your Risk Tolerance Here

Ep. 49 Launch Financial-How To Assign Familial and Financial Duties within a Relationship with David Pearl

Aug 26, 2021

Overview: 

Join us on the 50th episode of Launch Financial as we discuss all time highs in the market, CryptoPunks, the Pfizer vaccine, and more! 

What You’ll Learn:

  • Despite market volatility, stick to your long term financial plan
  • What CryptoPunks are 
  • How financially strapped women can better their financial situation

Show Notes:

Riskalyze Recapitalized 

A Note To Women Out There Who Are Feeling Financially Stressed-You Are NOT Alone

Aug 23, 2021

Overview: 

Tune into this week's episode of Launch Financial as we are joined by recurring special guest, Music City Pysch's, David Pearl. On this episode, David discusses strategies couples should utilize when assigning financial duties to each other, and how communication is a key driver in that process. 

For more background on David, he aims to provide a safe and supportive environment to strengthen self-esteem and facilitate more meaningful connections with family, friends, professional colleagues, or teammates.

David obtained his Master’s degree from The Silver School of Social Work at NYU and his Bachelor’s degree in Human Development and Family Studies from the University of Wisconsin-Madison. He is formally trained in Acceptance & Commitment Therapy (ACT), and has certifications in Imago Relationship Therapy and Prepare/Enrich Premarital and Marital Counseling. David is dual licensed in New York and Tennessee, and works with clients on an ongoing basis in both locations.

Prior to founding Music City Psych in Nashville, TN, David provided psychotherapy and performance coaching at Union Square Practice in NYC, counseling to individuals, couples, and families struggling with hematologic cancers at Mount Sinai Hospital, as well as psychodynamically oriented individual and couples counseling at The National Institute for the Psychotherapies (NIP).

What You’ll Learn:

  • Strategies on how to effectively and positively communicate with your spouse or partner 
  • How to be intentional about your spending 
  • How to talk about financial duties and money with your partner 

Show Notes:

Ep. 40 Launch Financial- Does Money Buy Happiness with David Pearl

Aug 12, 2021

Overview: 

Check out this week’s episode of Launch Financial with Ashley & Brad as we recap the first few weeks of August, including inflation, the car market, delta variant, and the new infrastructure bill. 

What You’ll Learn:

  • Inflation numbers and how that's impacting what you may be in the market for
  • Details on the infrastructure bill 
  • Delta Variant's impact on the travel and dining industry. 

Show Notes:

In The Market For A New Car? Check This Data Out

Why To Start Early When Saving and Investing

Jul 29, 2021

Overview: 

Check out this week’s episode of Launch Financial with Ashley & Brad as we discuss a huge earnings week and the delta variant's impact on company's decisions regarding return to work. Check out the links in the show notes for our Financial Planning Checklist for College Grads and Short and Long-Term Goals blog. 

What You’ll Learn:

  • How your favorite companies performed this earnings season
  • How to create short vs. long-term goals 
  • Financial steps to take as a recent college graduate 

Show Notes:

Financial Planning Checklist For College Graduates

What Are Your Short and Long-Term Goals?

Jul 22, 2021

Overview: 

Check out this week’s episode of Launch Financial with Ashley & Brad as we discuss hot earnings reports such as Netflix and Chipotle, market volatility, gas prices, and more!

What You’ll Learn:

  • How companies are reporting during this earnings season
  • How inflated gas prices are affecting you and more 

Show Notes:

Here Are The Differences Between A Roth and Traditional 401(K)

Jul 20, 2021

Overview: 

Check out this week’s episode of Launch Financial with Ashley & Brad as we host an emergency press conference to discuss great market volatility, bond yields, and investing in such a volatile market. 

What You’ll Learn:

  • How to recognize investment biases that hinder your financial decisions 
  • What investing means in such a volatile market 

Show Notes:

Are These Psychological Biases Holding you Back from Building Wealth?

Jul 15, 2021

Overview: 

Check out this week’s episode of Launch Financial with Ashley & Brad as we discuss the beginning of earnings season, inflation, high-yields savings accounts, credit score, more! 

What You’ll Learn:

  • How inflation is affecting your favorite purchases
  • Why you should re-evaluate your portfolio
  • Why you should open a high-yields savings account 
  • How to get the most out of your credit card 

Show Notes:

Why you may need to work longer to afford retirement

Are You Reaching For Your Credit Cards?

Why You Should Open A High Yields Savings Account  

Jul 8, 2021
 

Overview: 

Check out this week's episode of Launch Financial with Ashley & Brad as we discuss the great market volatility we've seen over this past year, as well as the current decline in bond yields and bitcoin. 

What You’ll Learn:

  • Where the stock market lies 
  • Market Volatility & more

Show Notes:

Ep. 42 Launch Financial-Estate Planning Isn't Just For The Wealthy with Adam Moskowitz

Jul 7, 2021

Overview: 

Tune into this week’s episode of Launch Financial as we are joined by special guest and Head of Trusts and Estates Practice, Adam Moskowitz. On this episode, Adam helps simplify estate planning and explains how it's necessary and accessible for everyone, regardless of wealth and age. Listen til the end to learn about Adam's complimentary special offer, the "Ashley P. Special".

More about Adam, his practice focuses on estate and trust planning, administration, and litigation. Adam has drafted wills, trusts, powers of attorney and medical directives for hundreds of clients and their families. His practice also includes complex trust and tax planning. Additionally, Adam’s experience includes will contest litigation, trust interpretation/modification controversies, real estate ownership disputes, fiduciary duty disputes, rights of heirs, beneficiaries, and legatees and other types of litigation involving estates and trusts. Adam has completed administration for trusts and estates of all sizes, working closely with the fiduciary and beneficiaries.

Prior to joining BBS&G, Adam was a partner at a boutique estate and trust planning, administration and litigation firm in Bethesda, Maryland. To contact Adam for estate planning help, visit his website or send him an email at amoskowitz@bregmanlaw.com. 

What You’ll Learn:

  • Estate Planning 101
  • How to Get Started 
  • Why It's Crucial To Start Early & More

Show Notes:

Your Estate Planning Checklist 

https://www.bregmanlaw.com/ 

 

Jul 2, 2021

Overview: 

Tune into this week's episode of Launch Financial with Ashley & Brad as we mark the end of the second quarter, recapping the performance of Bitcoin, discussing consumer data, and more.

What You'll Learn:

  • Key Economic Benchmarks in Q2
  • Bitcoin Performance 
  • Spending Habits and Trends in Q2 

Show Notes:

Ep. 40 Launch Financial- Does Money Buy Happiness with David Pearl 

April Home Prices 

Jun 30, 2021

Overview:

Tune into this week's episode of Launch Financial as we are joined by recurring special guest, Music City Psych, David Pearl. We brought David on this week to discuss the question, "Does Money Buy Happiness?" David helps us define the meaning of money, how money can impact an individuals "happiness", and how to be intentional about your spending. 

Some more about David, he aims to provide a safe and supportive environment to strengthen self-esteem and facilitate more meaningful connections with family, friends, professional colleagues, or teammates.

David obtained his Master’s degree from The Silver School of Social Work at NYU and his Bachelor’s degree in Human Development and Family Studies from the University of Wisconsin-Madison. He is formally trained in Acceptance & Commitment Therapy (ACT), and has certifications in Imago Relationship Therapy and Prepare/Enrich Premarital and Marital Counseling. David is dual licensed in New York and Tennessee, and works with clients on an ongoing basis in both locations.

Prior to founding Music City Psych in Nashville, TN, David provided psychotherapy and performance coaching at Union Square Practice in NYC, counseling to individuals, couples, and families struggling with hematologic cancers at Mount Sinai Hospital, as well as psychodynamically oriented individual and couples counseling at The National Institute for the Psychotherapies (NIP).

What You'll Learn: 

  • What money means to you
  • How money defines your happiness 
  • How to be intentional about your spending
  • How inflation is impacting your family situation

Show Notes:

Twitter Quote 

 
Jun 24, 2021

Tune into this week's episode of Launch Financial with Ashley & Brad as we discuss the Advance Child Tax Credit Payments in 2021, bitcoin  potentially becoming an option in 401(k)'s, and more. Let us know what you want to hear more about at info@shermanwealth.com

Advance Child Tax Credit Payments in 2021

Jun 22, 2021

Tune into this week's episode of Launch Financial as we are joined by Senior Insurance Consultant at Greenberg, Wexler, & Eig, Matthew Friedson. During this episode, Matthew shares great tips for young professionals to consider as they think about purchasing life insurance. He walks the audience through the pros and cons they might encounter and how to make smarter decisions for their situation. 

A little more about Matthew, As a Life Settlements expert and a long time Insurance Consultant, Matthew Friedson offers his clients both perspective and confidence in managing their insurance portfolio and evaluating opportunities in retirement and life’s major events. Matt joined GWE as an Insurance Consultant in 2013. He holds his Series 6 securities license and is excited to help his clients find a retirement solution or an insurance fit for their business.

Matthew specializes in complex insurance applications of estate and business planning. His work consists of educating clients and helping them both develop and implement creative strategies to meet their objectives. Matthew has been voted by industry peers for the last five years (2017, 2018, 2019, 2020, 2021), Best Insurance Consultants in Washingtonian Magazine.

Matthew was born and raised in the Washington DC area. He is a graduate of the University of Maryland. He is a Board Member of The Jewish Federation of Greater Washington and University of Maryland Hillel. Matthew enjoys spending time with family, golf, yoga, travel and giving back to the community. For inquiries about the episode, reach out to info@shermanwealth.com. 

 

Jun 17, 2021

Join us on this week's episode of Launch Financial with Ashley and Brad as we discuss the federal reserve meeting, inflation, 401(k)'s, IPO's and more. For question inquiries, email us at info@shermanwealth.com. 

Jun 15, 2021

Are you feeling anxious about re-opening plans and returning to our pre-pandemic norms? Join us on this week's episode of Launch Financial as we are joined by special guest, Johanna Kaplan. On this episode, Johanna will walk us through some of the anxieties individuals and their families are facing as the world continues to open up. She provides some great insights for parents on how to help their children work through these stressors this summer. 

A little about Johanna, Dr. Johanna Kaplan is the director of the Washington Anxiety Center of Capitol Hill. She is a licensed clinical psychologist in Washington, DC, Maryland, Virginia, and Delaware. She is also a PSYPact provider (see list of teletherapy states here). She earned her Ph.D. in Clinical Psychology from The Catholic University of America and her undergraduate degree in Psychology and Communications from American University in Washington, D.C.

Jun 10, 2021

Join us on this week's episode of Launch Financial with Ashley & Brad as we discuss inflation, inflation, and more inflation! With record highs in the markets, we are seeing prices across all sectors rise at the quickest pace since the summer of 2008. Have you noticed an increase in prices at your favorite stores and restaurants? Let us know at info@shermanwealth.com. 

Jun 8, 2021

Hungry for some pancakes and bacon? This episode will get you craving! Join us this week as we are joined by David Dennison, Director of Operations at Original Pancake House. On this episode, David speaks about how COVID-19 shifted operations in the restaurant industry, along with the impacts of inflation on input costs. Let us know your thoughts and head to Original Pancake House for some delicious breakfast! 

Jun 4, 2021

Join us on this week's episode of Launch Financial as we are joined by VP of Work Perks and Community Development At Mid-Atlantic Federal Credit Union, KC Cole. On this episode, KC provides the audience with invaluable advice on how to establish a strong credit score, even as a college student, and how to work towards repairing your credit, especially if you have faced some hardships along the way. 

A little about KC, at Mid-Atlantic Federal Credit Union, she is responsible for creating, marketing and managing the credit unions Bank at Work and Financial Wellness Employee exclusive programs. She serves as chief liaison of community development for corporate sponsorships, community service programs and marketing projects. She has over 18 years of experience as a former licensed investment Advisor, Banker and VP Community Relations Manager in Montgomery County, MD, where she has partnered with a multitude of businesses and organizations. She is the recipient of several awards and recognition, which include the State of Maryland Larry Hogan Governor's Volunteer Services Award, the Montgomery County Community Action Award for Partnerships, and the City of Gaithersburg Mayor and City Council Partnership Award.  

She is an active board member of the Coalition Advancement Financial Education of Montgomery County, MD (CAFÉ) and Holy Cross Hospital Health Foundation Member.

She is married with three athletic children who run track and play lacrosse, and in her spare time if any is left over, she spends it at the gym every morning at 6am!

For more information on your credit score or any topics discussed in this episode, let us know at info@shermanwealth.com. 

Jun 3, 2021

Join us on this week's episode of Launch Financial with Ashley and Brad as we return from Memorial Day to discuss re-opening plans across the country, the return of meme stocks, the continual increase in oil prices and more!

May 20, 2021

Join us on our latest episode of Launch Financial with Ashley and Brad as we discuss Bitcoin's recent plunge and such a crazy week in crypto world. 

May 19, 2021

Join us on our 30th episode of Launch Financial as we welcome back special guest David Pearl. On this week's episode, Brad, Ashley and David discuss flexibility and compromise in relationships and how the financial planning thought process is changing as the economy and world continues to re-open. 

Some more about David, he aims to provide a safe and supportive environment to strengthen self-esteem and facilitate more meaningful connections with family, friends, professional colleagues, or teammates.

David obtained his Master’s degree from The Silver School of Social Work at NYU and his Bachelor’s degree in Human Development and Family Studies from the University of Wisconsin-Madison. He is formally trained in Acceptance & Commitment Therapy (ACT), and has certifications in Imago Relationship Therapy and Prepare/Enrich Premarital and Marital Counseling. David is dual licensed in New York and Tennessee, and works with clients on an ongoing basis in both locations.

Prior to founding Music City Psych in Nashville, TN, David provided psychotherapy and performance coaching at Union Square Practice in NYC, counseling to individuals, couples, and families struggling with hematologic cancers at Mount Sinai Hospital, as well as psychodynamically oriented individual and couples counseling at The National Institute for the Psychotherapies (NIP).

If you have any questions, please email us at info@shermanwealth.com 

May 13, 2021

Join us on this week's episode of Launch Financial with Ashley & Brad as we discuss skyrocketing prices that has sped up inflation, the fastest we've seen since 2008, the east coast gasoline shortage, and more. 

May 6, 2021

On this week's episode of Launch Financial with Ashley and Brad, we discuss the most recent jobless claim numbers and how companies are finding it difficult to fill their open positions.

Furthermore, Brad brings light to the recent Peloton recall along with how Sherman Wealth aims to help those who may be confused with their restricted stock options or whole life insurance plans. For any questions or requests for next week's topics, please email us at info@shermanwealth.com 

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