Join us on this week's episode of Launch Financial as we wrap up financial literacy month with Dr. Genevieve Floyd and Maria Tarasuk, both MCPS professionals.
On this week's episode, Dr. Genevieve Floyd and Maria Tarasuk discuss how Montgomery County Public Schools are instituting financial education in their curriculum and how to better financial literacy across the country as a whole. Financial education is a crucial aspect of child development which is why we wanted to help provide useful resources for you and your family. For access to financial education resources discussed in the episode, click the link here. https://www.montgomeryschoolsmd.org/curriculum/finance-park.aspx.
More about our special guests, Dr. Genevieve Floyd has been an educator for 31 years. She holds degrees in math, in education, and an MBA. She has served as a teacher and college adjunct professor, department and career academy leader, school-based administrator, central office coordinator, special assistant to the deputy superintendent, and currently supervisor of Career and Postsecondary Partnerships for Montgomery County Public Schools. In her current capacity she oversees all the dual enrollment options for the school district as well as 22 Career and Technical Education (CTE) programs. Her work is designed to smooth the transition from high school to college and careers for all students, and to enable them to thrive in their postsecondary pursuits. Furthermore, Maria Tarasuk has been an educator in Montgomery County Public Schools for twenty-nine years as a social studies teacher, curriculum writer, and currently, as the Prek-12 Supervisor of Social Studies. She oversees the Finance Park Junior Achievement program at all the county middle schools as well as financial literacy instruction as part of the high school government course that is required for graduation.
For more resources and inquiries regarding the episode, please contact us at info@shermanwealth.com .
On this week's episode of Launch Financial, we are joined by a recurring guest, David Pearl. This week, David helps us discuss financial literacy and the importance of establishing or passing down financial traditions to your family. Throughout the episode, Brad, Ashley and David discuss their own personal experiences with these family traditions and ways to communicate about money.
A little 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).
On this week's episode with Ashley & Brad we discuss the strong economic data flushing the country and some financial literacy tips to consider in your 20's and 30's that will help set you up for financial success.
On this week's episode of Launch Financial with Ashley and Brad we take a dive into earnings season and discuss the recent IPO's such as Coinbase. Interest in how major companies are performed last quarter? Tune in to find out!
On this week's episode of Launch Financial, we are joined by special guest Dr. Josh Funk, Founder and CEO of Rehab 2 Perform. Throughout the episode, Josh shares his experiences creating and expanding his small business and how he has learned to adapt in an ever-changing landscape of the business world and COVID-19.
A little more about Josh, as a lifelong athlete, Josh became interested in becoming a physical therapist when going through PT as a D1 lacrosse player at Ohio State. After avoiding shoulder surgery for a torn labrum and rotator cuff, Josh has been entrenched in the world of physical therapy and sports performance. Over the years, he has continually developed his knowledge base and expertise as a physical therapist through continuing education courses and working with athletes of all ages.
A Montgomery County resident, Josh is heavily involved in all areas of the community throughout the region. In addition to his physical therapy expertise, Dr. Funk has been equally, if not more committed to the growth of his role as CEO of Rehab 2 Perform. He has made sure that his personal development is not just reserved for the clinical side of things, but also to ensuring that Rehab 2 Perform is one of the most well-run and well-known health care companies in the area. Dr. Funk has immersed himself in business programs and community initiatives over the past few years in his efforts to ensure that the team and clients of Rehab 2 Perform are receiving everything they need to be at their best. It is his goal to push Rehab 2 Perform to the forefront of the community through innovation, progressive business operations, strategic growth and clinical excellence.
For more information or questions regarding this episode, please reach out to us at info@shermanwealth.com.
On this week's episode of Launch Financial with Ashley and Brad we are hosting a financial literacy month Q&A to answer some frequently asked financial questions that we often get from our clients and even recent college graduates. If you have any other questions you would like us to answer next week, email us at info@shermanwealth.com.
Join us on this week's episode of Launch Financial as we are joined by The Washingtonian Group's Andres Serafini and Daniel Esteban. On this episode, Andres and Daniel will share tips on how to compete, plan, and protect yourself in such a hot real estate market.
For more information on Andres and Daniel check out their bios below:
Andres A. Serafini, Founder & Principle of The Washingtonian Group at RLAH Real Estate is a proud DC Native and Bethesda Resident, as well as a First Generation Colombian & Italian American. Appreciative of the diverse nature of the DC Metropolitan area, Andres prides himself in servicing Domestic and International Clientele in the Residential, Luxury, & Commercial Markets.
Daniel was born and raised in the Washington DC metro area and is a proud Bethesda home owner. Beginning his real estate career during challenging economic conditions, Daniel’s experience in an arduous and complex market has granted him a deeper level of expertise in this dynamic housing industry.
For more information and inquiries about topics discussed in this week's episode, please reach out to us at info@shermanwealth.com.
Do you feel you could be doing a better job organizing your finances? Join us this week on Launch Financial with Ashley and Brad as they discuss how to "spring clean" your finances and prepare for quarter end.
Join us on this episode of Launch Financial with Ashley and Brad as they discuss the benefits of "time" in the market and the importance of long-term strategies and investments. Day trading can be fun and exhilarating, but it's crucial to understand the tax implications when doing so.
With everyone having increasing gains and thinking about giving back to charity given COVID-19, donor advised funds have become more popular. To uncover how donor advised funds can benefit you and to better your financial plan, we brought on expert Elizabeth Goldstein from the Jewish Federation of Greater Washington.
For more information on opening a Donor Advised Fund at Federation’s United Jewish Endowment Fund, contact:
Elizabeth Goldstein, Esq.
endowment@shalomdc.org
301-230-7228
The United Jewish Endowment Fund (UJEF) is the planned giving and endowment arm of The Jewish Federation of Greater Washington. UJEF provides you with the opportunity to establish a legacy that will shape and improve Jewish life for generations. Gifts to UJEF can be made outright during the donor’s lifetime or through one of the planned giving vehicles. Your gift can be added to an existing endowment fund or create a new fund to support a specific field of interest, the annual campaign or unrestricted needs. UJEF allows our community to maintain a permanent, self-sustaining source of income to support existing programs of Federation and to develop new approaches to address emerging needs here and overseas.
More information about UJEF funds, gifts and programs.
Join us on this week's episode of Launch Financial with Ashley and Brad as they discuss the new IRS tax deadline extension and federal reserve meeting. There is tons of information to unpack, so tune in for the details!
Want to know how to prepare for this year's spring housing season? Join on us this week's episode as we are joined by senior mortgage consultant, Jody Eichenblatt.
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.
Join us on Launch Financial with Ashley and Brad as they discuss where the market lies a year after COVID-19 has begun. Following the major crash last March, we have seen the economy recover stronger than ever with record highs 12 months later.
Join us on this very special episode of Launch Financial as we are joined by special guest, David Pearl. On this episode, David provides the audience with some great tips and advice on how to have those difficult and often times awkward, money conversations with your significant other.
The home-buying and real estate market has seen a drastic shift due to the impacts of the coronavirus pandemic. Join us as we unpack these new trends with realtor, Cara Pearlman.
Cara draws on deep knowledge of the local real estate market and more than a decade of industry experience to counsel each client through buying or selling a home. She is well versed in the art of negotiation and serves as a powerful advocate for first-time home buyers and luxury-home sellers alike.
Cara recognizes that a successful real estate practice is a team effort, so she has assembled a network of trusted partners, including lenders, home inspectors, and settlement attorneys. In everything she does, Cara keeps her clients' best interests at heart.
Cara began her real estate career in 2003 and was honored in 2010 as one of Realtor Magazine's "30 Under 30." She was also named as one of Washingtonian's Best Agents in 2016, 2017, 2018, 2019, & 2020. She is licensed in Maryland, D.C., and Virginia. She lives in North Bethesda with her husband, two children, and two dogs. In her free time, she loves to cook and attend spin classes. If you have any questions or want to further discuss the conversations in today's episode, please reach out to us at info@shermanwealth.com.
Are you crypto-currency's newest investor? If so, you don't want to miss this episode of Launch Financial with Ashley and Brad. On this week's episode, Ashley and Brad talk everything crypto, from the recent craze and all the news surrounding it.
Join us on a very important episode of Launch Financial with Ashley and Brad as Brad unpacks the Gamestop drama and explains heavily shorted stocks to the audience.
We are joined by David Pearl, LCSW a psychotherapist and consultant who specializes in treating professionals, couples, performing artists and athletes. Together we will explore tips and advice on the money conversations you should be having with your significant other and when entering a new relationship. When two people with different backgrounds, risk tolerances, and views on money begin to merge their lives, things can get messy. David will walk us through how to make those situations lighter and easier on your relationships.
A little 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).
The senseless killing of George Floyd at the hands of law enforcement has shaken this nation at its core. His death, along with countless others’ has once again brought these injustices to the forefront of our society. For far too long, Black Americans have suffered under systems of racism and oppression.
This time, there are no excuses – we have had enough.