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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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Now displaying: Page 1
Nov 2, 2021

Overview: 

Happy Tuesday! We hope you had a great weekend and happy halloween. Join us on this week's episode of Launch Financial as we discuss record highs in the market, earnings season, the new tax change proposal, Roth conversions and more! 

What You'll Learn

  • Implications of the new tax change proposal
  • Why to consider a Roth conversion

Show Notes:

End Of The Year Financial Checklist

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