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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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Launch Financial
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Now displaying: Category: general
May 24, 2022

Overview: Join us this week on Launch Financial as we discuss a greater than expected fall in new home sales, continued inflation, and high gas and travel prices going into Memorial Day. 

Show Notes: 

The Return Of Beers with Brad

May 17, 2022

Overview: Tune into this week's episode of Launch Financial as we discuss the continued economic downturn and how you can be thinking about your investment porfolio and time horizon during this time. We also discuss the importance of credit, roth conversions and more!

Show Notes:

May 10, 2022

Overview: Join us on this week's episode of Launch Financial as we discuss the extreme market volatility, bitcoin and gasoline prices, and more. Let us know how you are feeling about your investment portfolio. We're here for you! 

Show Notes:

May 5, 2022

Overview: Join us for a very speicial episode of Launch Financial this week as we are joined with recurring guest, Jody Eichenblatt. On this week's episode we are going to continue our discussion since our last recording with Jody about rising interest rates and get Jody's professional opinion on how these hikes will ultimately impact the consumer and the home-buying process. Tune in for a great episode! 

A little about Jody, Jody Eichenblatt (NMLSR# 181198) is a Senior Mortgage Consultant with over 18 years of experience in the mortgage industry holding a license in Virginia, Maryland, the District of Columbia and Florida.  Jody’s professional service is founded on delivering the best possible customer experience for his clients and partners.

Whether you are a first time homebuyer or seasoned refinancer Jody understands that each transaction is unique and special and treats it as such.  Listening to his clients objectives and clearly communicating all of the available options is what makes Jody a success.

Jody graduated from the University of Maryland Robert H Smith School of Business with a MBA, and a BS in Marketing and Logistics.   In his free time Jody enjoys running, hiking, biking, traveling and most of all spending time with his wife Kim, son Ryan daughter Taylor and mini Aussiedoodle Teddy. For questions about the episode, email info@shermanwealth.com. 

May 3, 2022

Overview: Join us on this week's episode of Launch Financial as we discuss the current market correction, the 10-year Treasury yield hitting 3% as we await for the Federal Reserve Meeting, and more. 

Show Notes: 

Financial Secrets and Money Mistakes Within A Relationship

Apr 26, 2022

Overview: Tune into this week's episode of Launch Financial as we discuss a competitive housing market, Elon Musk taking on Twitter, the volatile market, and much more! For any questions email us at info@shermanwealth.com

Show Notes: 

Estate Planning in Uncertain Times

Apr 19, 2022

Overview: Join us on this week's episdoe of Launch Financial as we discuss tax day 2021 offically passing, market volatility, the 10-year treasury yield hitting a three-year record high, and much more! 

Show Notes: 

Apr 12, 2022
Overview: Join us on this week's episode of Launch Financial as we discuss continual inflation surges (March energy prices and higher food costs could be the highest consumer inflation since 1981), falling bond-yields, the housing market, and more! 

Show Notes: 

How To Adjust Your Budget For Inflation

https://twitter.com/charliebilello/status/1513858070702657536?s=12&t=qN9vMmkTkpZi7XKe8kIxjw 

Apr 5, 2022

Overview: As the consumer, how are you feeling about your spending, increased prices all around, and your personal savings? We want to know! Join us on this week's episode of Launch Financial as we discuss big economic moves in the markets, Elon Musk taking on Twitter, and more! 

Show Notes:

Have You Had Regrets About Your Financial Decisions In The Last Year? You’re Not Alone

Mar 29, 2022

Overview: Tune into this week's episode of Launch Financial as we discuss what a strong recovery the markets have made to finish out the first quarter. As previously dicussed, this week we will touch on continuing inflation, record high avocado prices, and all the drama at the oscars! 

Show Notes: 

Mar 22, 2022

Overview: Tune into this week's episode of Launch Financial as we discuss financial spring cleaning tips and good places to get started, along with the markets, volatility, inflation, and more!

What You'll Learn:

  • How the fed meeting and rising interest rates will affect your wallet 
  • Do's and Don'ts in a market correction 
  • Spring Cleaning Tips 

Show Notes:

How The Fed & Rising Interest Rates Will Affect Your Wallet

Do’s And Don’ts In A Market Correction

Mar 16, 2022
Overview: Tune into our Federal Reserve press conference episode as we discuss an overview of the two-day Federal Reserve meeting and what these higher rates will mean for you and your money. 
Mar 15, 2022

Overview: Join us on this week's episode of Launch Financial as we talk about continued inflation and commodity prices, along with yields and oil prices. We also discuss do's and don'ts in a market correction and how investor biases may be affecting your investments. 

Show Notes:

Do’s And Don’ts In A Market Correction

Mar 1, 2022

Overview: Tune into this week's episode of Launch Financial as we discuss the  Ukraine-Russia war, oil prices hitting a record high, interest rates plunging, and more! 

Show Notes: 

How to Talk Money In A Relationship : Valentines Day Edition

Feb 22, 2022

Overview:  Join us on this week's episode of Launch Financial as we discuss continuing inflation fears, supply chain issues, rising oil prices, Russia-Ukraine tensions and more.

What You'll Learn: 

  • How inflation is impacting all different industry sectors
  • Russia-Ukraine tensions 

Show Notes:

Feb 15, 2022

Overview: Tune into this week's Valentine's Day episode of Launch Financial as we discuss how to talk about money in a relationship, defining what money means to you, and more 

What You'll Learn: 

  • Tips for stronger communication skills
  • How to effectively communicate with your partner as it relates to money

Show Notes:

How to Talk Money In A Relationship : Valentines Day Edition

 

Feb 8, 2022

Overview: Join us on this week's episode of Launch Financial as we discuss rising interest rates, Peloton and Meta's restructuring, the markets, and more. 

Show Notes:

Mistakes To Avoid As A First-Time Home Buyer 

Feb 1, 2022
Overview: Join us on this week's episode fo Launch Financial as we discuss January in the markets, th Fed's decision to hike interest rates, and its implications. 

What You'll Learn:

  • Importance of keeping a long-perspective
  • Whether you are investing or speculating? 
  • Are you comfortable with your risk?

Show Notes:

Dec 21, 2021

Overview: Join us on this week's episode of Launch Financial as we announce some exciting year-end news at Sherman Wealth and the end of Biden's Build Back Better Plan to end the year. 

Show Notes:

2021 At Sherman Wealth

Oct 26, 2021

Overview: 

Listen in to this week's episode of Launch Financial with Ashley & Brad as we discuss Tesla stock reaching over 1 trillion, a mega-earnings week, end of the year financial planning tips, and more! 


What You'll Learn:

  • End-of-the-year financial tips
  • How the stock market is performing 

Show Notes:

End Of The Year Financial Checklist

 

Oct 12, 2021

Overview: 

Join us this week on Launch Financial for Ashley's special birthday episode as we discuss whether inflationary numbers are here to stay, southwest cancellations and holiday travel, and market volatility. Not an episode you want to miss! 

Show Notes: 

Ep 56 Launch Financial- Debt Ceiling & Market Volatility

Millennials Top $10 Trillion in Assets for First Time

Are Inflationary Prices Here To Stay?

Aug 12, 2021

Overview: 

Check out this week’s episode of Launch Financial with Ashley & Brad as we recap the first few weeks of August, including inflation, the car market, delta variant, and the new infrastructure bill. 

What You’ll Learn:

  • Inflation numbers and how that's impacting what you may be in the market for
  • Details on the infrastructure bill 
  • Delta Variant's impact on the travel and dining industry. 

Show Notes:

In The Market For A New Car? Check This Data Out

Why To Start Early When Saving and Investing

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/ 

 

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 

 
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