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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, Financial Advisor and Director of Client Experience, fee-only registered investment advisory firm in Gaithersburg, MD.
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Now displaying: November, 2023
Nov 28, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss the markets and the strong November it saw, as well as Giving Tuesday and the efforts here at Sherman Wealth. Email info@shermanwealth.com if you are interested in our end of the year checklist and action items blog. 

Show Notes: 

Here’s Why To Consider A Donor Advised Fund 

Nov 21, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss retail sales and the consumer as we head into Thanksgiving week. How are you feeling about holiday shopping this Black Friday and Cyber Monday? Let us know! 

 

Show Notes: 

Nov 14, 2023

Overview: Tune into this week's CPI episode of Launch Financial as we discuss a cooler than expetced October CPI report, which marked the core CPI two-year low, as the consumer continues to cut back spending and prices cool off. We will be back with more inflation data and economic clues about the consumer following tomorrow's PPI report. If you have any questions, email info@shermanwealth.com

 

Show Notes:

Nov 7, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss the strong week the stock market had and the consequent impact that had on yields. For those who have been wondering how to maximize this higher for longer interest rate environment, tune in to learn more about higher yielding investement vehicles you can explore. 

Show Notes: 

The IRS Increased Retirement Contribution Limits for 2024

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