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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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Launch Financial
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Now displaying: 2024
Oct 8, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss financial planning month, as well as a big week in the bond market, with yields spiking up to the highest levels in a few months. As we prepare for year end, there are many financial planning items to check off your list, so tune in to hear our top hits! 

Show Notes:

 

Oct 1, 2024

Overview:  Tune into this week's episode of Launch Financial as we wrap up a strong September, Q3, and start to the year, as the S&P500 and all major averages marked recent record highs and a rally to end the month and quarter off on a positive note. As we head into Q4, we are discussing many year end financial planning tips and tools to ensure you end the year off on the right foot. 

Show Notes: 

Hurriance Helene Relief Resources: 

https://www.nytimes.com/2024/09/30/us/hurricane-helene-victims-aid.html

https://www.flgov.com/2024/09/30/governor-ron-desantis-issues-updates-on-response-and-recovery-efforts-to-hurricane-helene-7/ 

October is Breast Cancer Awareness Month 

 

Sep 24, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss a big week in the market, with the Federal Reserve cutting interest rates last week by 50-basis points, more than some expected, followed by more economic data and a big rally in the stock market, leading the major averages to fresh records. All eyes remain on consumer confidence and economic data, as well as tax planning between now and the end of the year. 

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Sep 17, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss a big week ahead, with the Federal Reserve set to cut interest rates at their FOMC meeting tomorrow, for the first time since they started hiking rates back in March of 2022. We will continue to discuss how lower interest rates will impact the consumer and begin our fall tax planning to do list! 

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Sep 10, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss a rocky week on Wall Street, as well as caution from banking institutions on the state of the economy, as we await key inflation data that may determine the amount in which the Federal Reserve cuts interest rates at their September meeting. For questions or topics, email info@shermanwealth.com. 

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Sep 3, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss August in the markets, an extremely volatile yet strong month, as well as financial planning and "back to school" items to tackle this September. All eyes remain on the Federal Reserve and how much they will cut interest rates at their meeting in a few weeks! Email info@shermanwealth.com for any questions or inquiries. 

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Aug 27, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss market recovery, with the Dow hitting intra-day all time record highs, following a quick market correction, as well as rhetoric from the Federal Reserve on the futrue of interest rate cuts later this year. 

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Aug 14, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss a slew of economic data, including this week's CPI and PPI reports, showing signs of cooling inflation, moving towards the Fed's target of 2%. 

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Aug 6, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss the extreme market and economic volatility, discsussing market trends and the importance of ensuring the global allocation of your portfolio and financial life aligsn with your risk tolerance, especially in market corrections as we are currently experiencing. If you have any questions email info@shermanwealth.com 

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Jul 30, 2024

Overview: Tune into our 197th episode of Launch Financial as we discuss a big week of Mag 7 earnings set to report along with the two day Federal Reserve FOMC meeting set to provide visibility on the timing and amount of interest rate cuts to expect in the coming months, all impacting a sector rotation and volatility in the market. 

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Jul 23, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss tons of economic data, including a big week of tech earnings, home sales data, GDP, PCE, and more, as all eyes continue to watch the Federal Reserve and the potential interest rate cut later this year. 

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Jul 16, 2024

Overview: Tune into this week's episode of Launch Financial as we unpack a great deal of news in the media along with a big rally in the stock market, with all major averages pushing towards record highs. All eyes will continue to be on earnings season along with more rhetoric from the Federal Reserve on the future of interest rate cuts and policy. 

 

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Jul 9, 2024

Overview: Tune into this week's episode of Launch Financial following a summer hiatus, focusing on Q2 in the markets, as the S&P500 and Nasdaq mark yet another all time high, as well as some finanical planning topics to focus on this July. For inquiries or questions, email info@shermanwealth.com

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Jun 19, 2024

Overview: Tune into Launch Financial as we discuss a monster start to the year in the stock and bond market. Yesterday the S&P500 marked its 31st record this year as the AI darling Nvidia continued its uphill roar hitting a new high and surpassing Microsoft as the most valuable public company. Email info@shermanwealth.com for questions or inquiries. 

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Jun 11, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss a slew of economic data as we await Fed rhetoric on the future of interest rates and May CPI report release. If you have any questions on updating your June financial planning checklist, email info@shermanwealth.com. 

Jun 4, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss a strong month in the stock and bond market in the month of May coupled with a slew of economic data as all eyes continue to watch the Federal Reserve on the future of interest rates. 

 

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May 28, 2024

Overview: Tune into this week's episode of Launch Financial as we discsus the consumer and spending as we head into the summer months, along with the stock and bond markets in the month of May. For more info or questions, email info@shermanwealth.com

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May 24, 2024

Overview: Tune into this week's episode of Launch Finanical as we discuss a quite notable week in the stock market, with the Dow closing above 40,000 for the first time last week and the Nasdaq setting its ninth record close this year. We will continue to watch for economic clues on future interest rate policy as the FOMC minutes are set to release later this week. For more information or questions, email info@shermanwealth.com. 

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May 14, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss today's release of the producer price index which came in higher than economists expectations. Fed Chair Jerome Powell says inflation continues to remain high, leaving the consumer uncertain whether interest rate cuts are in the foreseeable future. We also discuss the financial strategies behind charitable giving and ways to increase your tax situation when giving back.

Show Notes: 

For more on Donor Advised Funds check out our podcast episode with Elizabeth Goldstein! https://shermanwealth.com/how-to-make-the-most-out-of-your-charitable-giving-this-year/ 

May 7, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss Mental Health Awareness Month, our May financial planning checklist, and the stock and bond markets as they continue to digest big earnings reports and economic data. 

Show Notes: 

https://shermanwealth.com/are-your-finances-negatively-impacting-your-mental-health/ 

Apr 30, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss and unpack the stock and bond market in April, along with anticipating big tech earnings later this week along with an interest rated decision from the Federal Reserve following their two-day meeting. 

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Apr 23, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss volatility in the stock and bond market as we look towards more major tech earnings and inflation indicators this week. We will continue to watch yields and the impact its having on consumers during this spring housing market. For questions or inquiries, email info@shermanwealth.com. 

Show Notes: 

RSVP to Beers with Brad on May 8th! 

https://www.eventbrite.com/e/883429149367?aff=oddtdtcreator

Apr 16, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss a big week of economic data, including surging retail sales, home builder confidence, earnings reports, and spiking treasury yields. We will continue to watch for more outlook from the Federal Reserve on future interest rate policy. 

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Apr 11, 2024

Overview: Tune into this week’s special episode of Launch Financial joined by special guest and senior mortgage consultant at PHM Loans, Jody Eichenblatt. On this episode, we will discuss the 2024 spring housing market, outlook on interest rates and the impact it's having on homebuyers, and Jody’s thoughts and tips on navigating your home purchase in this economic environment. For questions or inquiries, email info@shermanwealth.com.

 

Show Notes: For more information about Jody and to reach him about questions from today's episode, visit www.jodyeichenblatt.com.

Cell 973-951-8077, jody.eichenblatt@phmloans.com

Apr 9, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss the markets, treasury yields, and a big week ahead of key inflation data that will serve as an economic indicator of the future of interest rate policy. Later this week, the Fed minutes from their last meeting will be released, and we will be on the lookout for the start of earnings season. 

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