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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: Page 1
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 8, 2022

Overview: Join us on this week's episode of Launch Financial as we honor International Women's Day and female financial empowerment. We also discuss the continued war tensions and heightened prices across the globe. We hope for a peaceful resolution in Ukraine. 

Show Notes:

Here Are Some Signs To Re-Visit Your Estate Plan

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:

Jan 25, 2022

Overview: Join us on this week's episode fo Launch Financial as we discuss what has been a crazy ride in the markets, ultimately leading to the current correction we are in. On this episode, we will provide you with behavioral tips to approach the stock market and how to think about corrections as such. For questions about the market correction or your particular financial situation, email us at info@shermanwealth.com and we are happy to help. 

Jan 19, 2022

Overview: Join us on this week's episode of Launch Financial as we discuss continual market volatility, booming interest rates and oil prices, and the beginning of earnings season. 

What You'll Learn: 

  • Market volatility is here and ahead 
  • The importance of sticking to your long-term plan 

Show Notes:

 

Jan 11, 2022

Overview: Tune into this week's episode of Launch Financial as we discuss great market volatility, fluctuating interest rates, and much more! 

What You'll Learn: 

  • Why you should open a high-yields savings account
  • What to do with cash you need in the short term

Show Notes:

Jan 4, 2022

Overview: Happy New Year everyone! We hope you had a wonderful holiday season and New Year! Join us on this week's episode of Launch Financial as we discuss Apple hitting $3 trillion market-cap, financial goal and resolution setting in 2022, and some financial tips we have to start the year! 

What You'll Learn

  • Our 2022 financial resolutions 
  • Financial tips to start the year 
  • Goal-setting in 2022

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

Dec 14, 2021

Overview: Join us on this week's episode of Launch Financial as we discuss inflation data that is the highest we've seen in 40 years along with recent market volatility. As we approach the end of the year, it's important to hit your year-end goals and make sure you fund all your accounts before the new year. 

Show Notes:

Ep. 64 Launch Financial-Market Volatility Takes A Wild Ride

END OF THE YEAR FINANCIAL CHECKLIST

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