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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: Category: general
Feb 20, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss the markets drawback awaiting major earnings, including tech mogul Nvidia. We also discuss the importance of creating a savings strategy and how to maximize your extra cash. 

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Feb 13, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss January CPI data coming in hotter than expected. We will continue to watch how this will impact the Fed's decision on future interest rate policy and the potenital of cutting interest rates in the back half of the year. 

 

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Feb 6, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss a slew of economic data including the Federal Reserve deciding to hold interest rates steady and signaling there may not be enough data to cut rates at the next meeting. However, amidst this economic data, the consumer is continuing the spend as interest rates on credit cards hit 21.5% and consumer sentiment remains high. 

 

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Jan 30, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss the markets continuign to break record highs in the stock market, while all eyes are on mega cap tech earnings later this week along with the Federal Reserve interest rate policy decision. Email info@shermanwealth.com for more info. 

 

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Jan 23, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss exciting all time highs and records in the stock market, with the Dow reaching above 38000 for the first time ever. Amid all time highs in the stock market, we like to discuss the importance of time in the market versus timing the market as well as determining your risk tolerance and goals based planning. For more of our thoughts, check out the episode or email info@shermanwealth.com

 

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Jan 19, 2024

Overview: Tune into this week's episode of launch Financial as we discuss the markets as it digests a strong jobs report and booming consumer sentiment, the highest since July 2021. Home sales plunged in 2023 to a 30-year low, leaving us to track what the housing market has in store for home buyers in 2024. 

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Jan 9, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss a volatile stock market to start the year, snapping a 9-week winning streak as it awaits economic inflation data later this week. 

 

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Jan 2, 2024

Overview: Happy New Year everyone! Tune into this week's episode of Launch Financial as we discuss 2023 in the markets, setting financial goals for 2024, and holding yourself accountable in the New Year! 

 

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https://www.irs.gov/newsroom/401k-limit-increases-to-23000-for-2024-ira-limit-rises-to-7000 

Dec 19, 2023

Overview: Tune into our final episode of Launch Financial for 2023 as we discuss holiday spending, the year in the stock markets, and outlook on future interest rate policy. 

 

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Dec 12, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss a 4-week high in the stock market, approaching a 5th week winning streak. All eyes continue to watch the Federal Reserve's outlook on future interest rate policy in 2024. 

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Dec 5, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss November in the markets, along with some end of the year financial action items to check off before December 31st. Email info@shermanwealth.com if you have any questions or have any inquiries. 

 

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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. 

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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! 

 

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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

 

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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. 

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The IRS Increased Retirement Contribution Limits for 2024

Oct 31, 2023

Overview: Happy Halloween Everyone! We hope you have a fun and safe evening tonight. This week we discussed October in the markets awaiting to see how they will respond to the Federal Reserve meeting and decision on "higher for longer" interest rate policy later this week. If you have any questions on interest rate flucuations and market volatility, let us know, info@shermanwealth.com 

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More details on I-Bonds: https://treasurydirect.gov/savings-bonds/i-bonds/  

Oct 24, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss a big week of earnings following a big slew of economic data last week. This week we await GDP and PCE data which will provide further outlook on the future of interest rate and economic policy. Given the recent spike in yields, affordability in the housing market is impacting the consumers wallet. We will continue to watch for clues on future interest rate policy later this week. 

 

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Oct 17, 2023

Overview: Tune into this week's episode of Launch Financial as retail sales are relased hotter than expected following last week's higher inflation data. We will continue to watch how the markets digest this all as well as earnings from large money center banks. 

 

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Oct 10, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss the horrific events of the terrorist attack on Israel, following the impact this attack is having on the economy. Our hearts are with Israel and check out the resources below to help support. 

 

Show Notes:

https://docs.google.com/document/d/1-3iQLlCKI18rs0luiaGu8Be7RK02hhTOw61bw4QW5uY/edit 

Oct 3, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss interest rates spiking to record highs not seen since 2007, amid outlook on whether the Fed will maintain a tighter interest rate policy for longer. 

 

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Sep 26, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss Septmeber in the stock market as well as the impact of the Fed keeping interest rates steady at their Spetmeber meeting. Are the Fed's rate hikes stinging you and your wallet? Let us know! 

 

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Launch Financial- How To Work Through Money Conversations With Your Significant Other, with David Pearl

Sep 19, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss the Federal Reserve two-day meeting where they will decide on the future of interest rate policy. We also discsused the impact inflation and rising costs are having on the consumer. Are you feeling the impacts of inflation? Let us know, info@shermanwealth.com.

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Sep 12, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss the big upcoming week of economic data, including August CPI data, PPI data, Retail Sales, and Prelim Consumer Sentiment. As we head into this monster week of data and await future Fed interest rate policy outlook, make sure you are maximizing your financial suituation and understanding how to navigate this interest rate environment. 

Show Notes: 

https://shermanwealth.com/your-financial-checklist-for-september/ 

Sep 5, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss the markets as they continue to digest economic data and we prepare for the fall. Make sure you re-visit your budget as we dive into the fall and prepare to tackle your goals by year end. 

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Aug 29, 2023

Overview: Tune into this week's episode of Launch Financial as we discuss the markets as they continue to digest inflation data and Fed outlook on whether they will be another interest rate hike this fall. As consumer sentiment numbers finalize, how are you feeling about your spending? Gas prices are spiking up to highs for the year, are you feeling the impact? Let us know! 

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