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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: June, 2021
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!

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