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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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Now displaying: March, 2021
Mar 25, 2021

Join us on this episode of Launch Financial with Ashley and Brad as they discuss the benefits of "time" in the market and the importance of long-term strategies and investments. Day trading can be fun and exhilarating, but it's crucial to understand the tax implications when doing so. 

Mar 22, 2021

With everyone having increasing gains and thinking about giving back to charity given COVID-19, donor advised funds have become more popular. To uncover how donor advised funds can benefit you and to better your financial plan, we brought on expert Elizabeth Goldstein from the Jewish Federation of Greater Washington. 

For more information on opening a Donor Advised Fund at Federation’s United Jewish Endowment Fund, contact:

Elizabeth Goldstein, Esq.
endowment@shalomdc.org
301-230-7228

The United Jewish Endowment Fund (UJEF) is the planned giving and endowment arm of The Jewish Federation of Greater Washington. UJEF provides you with the opportunity to establish a legacy that will shape and improve Jewish life for generations. Gifts to UJEF can be made outright during the donor’s lifetime or through one of the planned giving vehicles. Your gift can be added to an existing endowment fund or create a new fund to support a specific field of interest, the annual campaign or unrestricted needs. UJEF allows our community to maintain a permanent, self-sustaining source of income to support existing programs of Federation and to develop new approaches to address emerging needs here and overseas.

More information about UJEF funds, gifts and programs.

Mar 17, 2021

Join us on this week's episode of Launch Financial with Ashley and Brad as they discuss the new IRS tax deadline extension and federal reserve meeting. There is tons of information to unpack, so tune in for the details! 

Mar 16, 2021

Want to know how to prepare for this year's spring housing season? Join on us this week's episode as we are joined by senior mortgage consultant, Jody Eichenblatt. 

Jody Eichenblatt (NMLSR# 181198) is a Senior Mortgage Consultant with over 18 years of experience in the mortgage industry holding a license in Virginia, Maryland, the District of Columbia and Florida.  Jody’s professional service is founded on delivering the best possible customer experience for his clients and partners.

Whether you are a first time homebuyer or seasoned refinancer Jody understands that each transaction is unique and special and treats it as such.  Listening to his clients objectives and clearly communicating all of the available options is what makes Jody a success. 

Jody graduated from the University of Maryland Robert H Smith School of Business with a MBA, and a BS in Marketing and Logistics.   In his free time Jody enjoys running, hiking, biking, traveling and most of all spending time with his wife Kim, son Ryan daughter Taylor and mini Aussiedoodle Teddy.

Mar 11, 2021

Join us on Launch Financial with Ashley and Brad as they discuss where the market lies a year after COVID-19 has begun. Following the major crash last March, we have seen the economy recover stronger than ever with record highs 12 months later. 

Mar 3, 2021

Join us on this very special episode of Launch Financial as we are joined by special guest, David Pearl. On this episode, David provides the audience with some great tips and advice on how to have those difficult and often times awkward, money conversations with your significant other. 

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