Info

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.
RSS Feed
Launch Financial
2024
May
April
March
February
January


2023
December
November
October
September
August
July
June
May
April
March
February
January


2022
December
November
October
September
August
July
June
May
April
March
February
January


2021
December
November
October
September
August
July
June
May
April
March
February
January


2020
December
November
July
June
March
February
January


2019
November
October


2016
October
March


2015
December


Categories

All Episodes
Archives
Categories
Now displaying: Page 1
May 22, 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. 

Show Notes: 

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. 

Show Notes: 

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. 

Show Notes: 

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. 

Show Notes:

Apr 2, 2024

Overview: Happy April! Tune into this week's episode of Launch Financial as we discuss National Financial Literacy Month and why financial literacy and empowerment is such a core value of Sherman Wealth. In this episode we also delve into a review of the stock and bond market in Q1, as we continue to watch for Fed rhetoric on the future of cutting interest rates. If you have any questions, email info@shermanwealth.com 

Show Notes:

Mar 19, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss the stock market as it awaits outlook from the Federal Reserve two day meeting that kicked off today. Consumers are still looking for some movement on interest rates as they head into the spring housing market and prices and mortgage rates remain high. 

 

Show Notes: 

 

Mar 12, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss February CPI report, which came in slightly higher than analyst expectations at 0.4% increase for the month, and 3.2% higher from a year ago. Are you still feeling the impacts of inflation on your wallet? We will continue to monitor the impact this CPI data has on both the market and Federal Reserve and future interest rate policy. 

Show Notes:

Mar 5, 2024

Overview: Happy March!  Tune into this week's episode of Launch Financial as we unpack February in the markets and discuss the markets following reaching all time highs last week as we continue to await outlook and rhetoric from Fed Chair Jerome Powell on the future of interest rate policy. 

Show Notes:

Feb 27, 2024

Overview: Tune into this week's episode of Launch Financial as we discuss a slew of continued earnings reports and economic data that the market will continue to digest as the Federal Reserve makes their analysis on future interest rate policy. More economic data is on slate later this week, so stay tuned for an emergency press conference. 

 

Show Notes: 

 

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. 

Show Notes: 

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. 

 

Show Notes:

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. 

 

Show Notes:

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. 

 

Show Notes: 

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

 

Show Notes: 

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. 

Show Notes:

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. 

 

Show Notes: 

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! 

 

Show Notes:

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. 

 

Show Notes:

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. 

Show Notes:

 

 

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. 

 

Show Notes: 

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. 

Show Notes: 

Here’s Why To Consider A Donor Advised Fund 

1 2 3 4 5 6 7 Next » 9