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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 2
Dec 7, 2021

Join us on this week's episode of Launch Financial as we discuss a great deal of market volatility over the past two weeks and market corrections we've seen. 

 

Nov 30, 2021

Overview: Join us on this week's post-Thanksgiving episode of Launch Financial with Ashley and Brad as we discuss our Giving Tuesday plans and local charities, along with Black Friday/Cyber Monday data and the new Omicron threat. 

What You'll Learn:

  • Cyber Monday/Black Friday consumer data 
  • Market data and digestion 
  • The Fed's response to Omicron variant 

Show Notes:

https://www.cnbc.com/2021/11/30/powell-says-fed-will-discuss-speeding-up-bond-buying-taper-at-december-meeting.html 

https://www.instagram.com/p/CWYziFXJL2_/ 

Nov 24, 2021

Join us on this week's episode of Launch Financial as we wish you all a happy Thanksgiving and discuss local giveback opportunities, the markets, and more. 

Nov 9, 2021

Overview: Tune into this week's episode of Launch Financial with Ashley and Brad as we discuss all time highs in the market and in the crypto world, along with truck driver and supply chain shortages continuing into holiday season, pandemic milestones, Biden's infrastructure bill, and more! 

What You'll Learn: 

  • How third quarter earnings season unfolded 
  • About All-Time Highs in the market and bitcoin

Show Notes: 

https://twitter.com/RyanDetrick/status/1457814095126741005?s=20 

End Of The Year Financial Checklist 

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

Oct 26, 2021

Overview: 

Listen in to this week's episode of Launch Financial with Ashley & Brad as we discuss Tesla stock reaching over 1 trillion, a mega-earnings week, end of the year financial planning tips, and more! 


What You'll Learn:

  • End-of-the-year financial tips
  • How the stock market is performing 

Show Notes:

End Of The Year Financial Checklist

 

Oct 19, 2021

Overview: Tune into this week's episode of Launch Financial as we discuss a news heavy week including the Bitcoin ETF Launch, 403(b) plans for teachers and how they are rated around the DMV, earnings season, supply chain shortages, 2021 Black Friday Deals, and more... 

What You'll Learn: 

  • The importance of investing and diversifying your portfolio 
  • 403(b) plans and how we can help you
  • Understanding the supply chain shortages 
  • The importance of your credit score 

Show Notes: 

Oct 12, 2021

Overview: 

Join us this week on Launch Financial for Ashley's special birthday episode as we discuss whether inflationary numbers are here to stay, southwest cancellations and holiday travel, and market volatility. Not an episode you want to miss! 

Show Notes: 

Ep 56 Launch Financial- Debt Ceiling & Market Volatility

Millennials Top $10 Trillion in Assets for First Time

Are Inflationary Prices Here To Stay?

Oct 7, 2021

Overview: Tune into this week's episode of Launch Financial as we unpack a big news week, including debt ceiling, inflation, market volatility, Facebook's social media outage, and more. 

What You'll Learn: 

  • 10 things to discuss with your partner before marriage 
  • Updates on the current debt ceiling
  • Market volatility explained 

Show Notes: 

https://twitter.com/carlquintanilla/status/1446090653688008704?s=12 

10 Important Things To Discuss Before Marriage

The Financial Services Industry Is Evolving

Oct 1, 2021

Overview: 

Join us on the 55th episode of Launch Financial with Ashley & Brad as we wrap-up the 3rd quarter discussing the great volatility in the markets this week and news to end the month. 

What You'll Learn:

  • 3rd Quarter Market Data 

Show Notes: 

Sep 24, 2021

Overview: 

Join us on this week's episode of Launch Financial as we discuss the dips in the market this week, jobless claims, and more! 

Sep 22, 2021

Overview: 

Curious about the details of the most recent tax proposal and how it may affect you and your financial situation? If so, tune into this episode of Launch Financial as we are joined with special guest Shawn Donovan for a second time to discuss the fine print of the recent proposed tax plan. Shawn Donovan is a CPA and Partner at Turner, Leins, & Gold, LLC.

Shawn is a Partner in the firm's Maryland office. He has more than 15 years of public accounting experience as a trusted business advisor for his clients. He is experienced in tax preparation, planning and consulting for high net-worth individuals, partnerships and corporations. Specifically he enjoys working with real estate developers, commercial real estate investors, other professional service firms and government contractors. Shawn also has experience in auditing and attestation for small and medium-sized businesses.


Shawn is a member of the American Institute of Certified Public Accountants and a Certified Public Accountant in the State of Maryland and Commonwealth of Pennsylvania. Shawn earned his Bachelors in Accounting from the University of Pittsburgh. In his free time, Shawn enjoys being active in the communities of Gaithersburg and Damascus with his wife and two sons.

If you have any questions for us or Shawn, send an email to info@shermanwealth.com. 

What You'll Learn: 

  • How the most recent tax proposal may affect you 
  • How different tax rates could affect your financial situation
Sep 17, 2021

Overview: 

Join us for a special Friday edition of Launch Financial with Ashley & Brad as we discuss the true value of a financial plan, understanding your employee benefits, inflation, and more! 

What You’ll Learn:

  • Understanding the true value of a financial plan 
  • What employee benefits you should look for 
  • How you can utilize financial planning software to your benefit 

Show Notes:

Improving Your Employee Education As a Small Business Owner

Understanding The True Value Of A Financial Plan

End of Summer Reflection & The Importance of an Emergency Fund

Sep 10, 2021

Overview: 

Happy Fall-We missed you all! Join us this week for our back to school & fall financial planning episode of Launch Financial as we discuss how to get your financial life organized for the last third of the year, emergency funds, investing, tax planning, bitcoin, and more! 

What You’ll Learn:

  • How to find the balance between your emergency fund and cash
  • The value of financial planning 
  • Access to determine your risk tolerance 

Show Notes:

Determine your Risk Tolerance Here

Ep. 49 Launch Financial-How To Assign Familial and Financial Duties within a Relationship with David Pearl

Aug 26, 2021

Overview: 

Join us on the 50th episode of Launch Financial as we discuss all time highs in the market, CryptoPunks, the Pfizer vaccine, and more! 

What You’ll Learn:

  • Despite market volatility, stick to your long term financial plan
  • What CryptoPunks are 
  • How financially strapped women can better their financial situation

Show Notes:

Riskalyze Recapitalized 

A Note To Women Out There Who Are Feeling Financially Stressed-You Are NOT Alone

Aug 23, 2021

Overview: 

Tune into this week's episode of Launch Financial as we are joined by recurring special guest, Music City Pysch's, David Pearl. On this episode, David discusses strategies couples should utilize when assigning financial duties to each other, and how communication is a key driver in that process. 

For more background on 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).

What You’ll Learn:

  • Strategies on how to effectively and positively communicate with your spouse or partner 
  • How to be intentional about your spending 
  • How to talk about financial duties and money with your partner 

Show Notes:

Ep. 40 Launch Financial- Does Money Buy Happiness with David Pearl

Aug 12, 2021

Overview: 

Check out this week’s episode of Launch Financial with Ashley & Brad as we recap the first few weeks of August, including inflation, the car market, delta variant, and the new infrastructure bill. 

What You’ll Learn:

  • Inflation numbers and how that's impacting what you may be in the market for
  • Details on the infrastructure bill 
  • Delta Variant's impact on the travel and dining industry. 

Show Notes:

In The Market For A New Car? Check This Data Out

Why To Start Early When Saving and Investing

Jul 29, 2021

Overview: 

Check out this week’s episode of Launch Financial with Ashley & Brad as we discuss a huge earnings week and the delta variant's impact on company's decisions regarding return to work. Check out the links in the show notes for our Financial Planning Checklist for College Grads and Short and Long-Term Goals blog. 

What You’ll Learn:

  • How your favorite companies performed this earnings season
  • How to create short vs. long-term goals 
  • Financial steps to take as a recent college graduate 

Show Notes:

Financial Planning Checklist For College Graduates

What Are Your Short and Long-Term Goals?

Jul 22, 2021

Overview: 

Check out this week’s episode of Launch Financial with Ashley & Brad as we discuss hot earnings reports such as Netflix and Chipotle, market volatility, gas prices, and more!

What You’ll Learn:

  • How companies are reporting during this earnings season
  • How inflated gas prices are affecting you and more 

Show Notes:

Here Are The Differences Between A Roth and Traditional 401(K)

Jul 20, 2021

Overview: 

Check out this week’s episode of Launch Financial with Ashley & Brad as we host an emergency press conference to discuss great market volatility, bond yields, and investing in such a volatile market. 

What You’ll Learn:

  • How to recognize investment biases that hinder your financial decisions 
  • What investing means in such a volatile market 

Show Notes:

Are These Psychological Biases Holding you Back from Building Wealth?

Jul 15, 2021

Overview: 

Check out this week’s episode of Launch Financial with Ashley & Brad as we discuss the beginning of earnings season, inflation, high-yields savings accounts, credit score, more! 

What You’ll Learn:

  • How inflation is affecting your favorite purchases
  • Why you should re-evaluate your portfolio
  • Why you should open a high-yields savings account 
  • How to get the most out of your credit card 

Show Notes:

Why you may need to work longer to afford retirement

Are You Reaching For Your Credit Cards?

Why You Should Open A High Yields Savings Account  

Jul 8, 2021
 

Overview: 

Check out this week's episode of Launch Financial with Ashley & Brad as we discuss the great market volatility we've seen over this past year, as well as the current decline in bond yields and bitcoin. 

What You’ll Learn:

  • Where the stock market lies 
  • Market Volatility & more

Show Notes:

Ep. 42 Launch Financial-Estate Planning Isn't Just For The Wealthy with Adam Moskowitz

Jul 7, 2021

Overview: 

Tune into this week’s episode of Launch Financial as we are joined by special guest and Head of Trusts and Estates Practice, Adam Moskowitz. On this episode, Adam helps simplify estate planning and explains how it's necessary and accessible for everyone, regardless of wealth and age. Listen til the end to learn about Adam's complimentary special offer, the "Ashley P. Special".

More about Adam, his practice focuses on estate and trust planning, administration, and litigation. Adam has drafted wills, trusts, powers of attorney and medical directives for hundreds of clients and their families. His practice also includes complex trust and tax planning. Additionally, Adam’s experience includes will contest litigation, trust interpretation/modification controversies, real estate ownership disputes, fiduciary duty disputes, rights of heirs, beneficiaries, and legatees and other types of litigation involving estates and trusts. Adam has completed administration for trusts and estates of all sizes, working closely with the fiduciary and beneficiaries.

Prior to joining BBS&G, Adam was a partner at a boutique estate and trust planning, administration and litigation firm in Bethesda, Maryland. To contact Adam for estate planning help, visit his website or send him an email at amoskowitz@bregmanlaw.com. 

What You’ll Learn:

  • Estate Planning 101
  • How to Get Started 
  • Why It's Crucial To Start Early & More

Show Notes:

Your Estate Planning Checklist 

https://www.bregmanlaw.com/ 

 

Jul 2, 2021

Overview: 

Tune into this week's episode of Launch Financial with Ashley & Brad as we mark the end of the second quarter, recapping the performance of Bitcoin, discussing consumer data, and more.

What You'll Learn:

  • Key Economic Benchmarks in Q2
  • Bitcoin Performance 
  • Spending Habits and Trends in Q2 

Show Notes:

Ep. 40 Launch Financial- Does Money Buy Happiness with David Pearl 

April Home Prices 

Jun 30, 2021

Overview:

Tune into this week's episode of Launch Financial as we are joined by recurring special guest, Music City Psych, David Pearl. We brought David on this week to discuss the question, "Does Money Buy Happiness?" David helps us define the meaning of money, how money can impact an individuals "happiness", and how to be intentional about your spending. 

Some more 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).

What You'll Learn: 

  • What money means to you
  • How money defines your happiness 
  • How to be intentional about your spending
  • How inflation is impacting your family situation

Show Notes:

Twitter Quote 

 
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