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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: November, 2021
Nov 30, 2021

Overview: Join us on this week's post-Thanksgiving episode of Launch Financial with Ashley and Brad as we discuss our Giving Tuesday plans and local charities, along with Black Friday/Cyber Monday data and the new Omicron threat. 

What You'll Learn:

  • Cyber Monday/Black Friday consumer data 
  • Market data and digestion 
  • The Fed's response to Omicron variant 

Show Notes:

https://www.cnbc.com/2021/11/30/powell-says-fed-will-discuss-speeding-up-bond-buying-taper-at-december-meeting.html 

https://www.instagram.com/p/CWYziFXJL2_/ 

Nov 24, 2021

Join us on this week's episode of Launch Financial as we wish you all a happy Thanksgiving and discuss local giveback opportunities, the markets, and more. 

Nov 9, 2021

Overview: Tune into this week's episode of Launch Financial with Ashley and Brad as we discuss all time highs in the market and in the crypto world, along with truck driver and supply chain shortages continuing into holiday season, pandemic milestones, Biden's infrastructure bill, and more! 

What You'll Learn: 

  • How third quarter earnings season unfolded 
  • About All-Time Highs in the market and bitcoin

Show Notes: 

https://twitter.com/RyanDetrick/status/1457814095126741005?s=20 

End Of The Year Financial Checklist 

Nov 2, 2021

Overview: 

Happy Tuesday! We hope you had a great weekend and happy halloween. Join us on this week's episode of Launch Financial as we discuss record highs in the market, earnings season, the new tax change proposal, Roth conversions and more! 

What You'll Learn

  • Implications of the new tax change proposal
  • Why to consider a Roth conversion

Show Notes:

End Of The Year Financial Checklist

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