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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: July, 2021
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 

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