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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 4
Mar 16, 2021

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.

Mar 11, 2021

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. 

Mar 3, 2021

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. 

Feb 25, 2021

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.

Feb 18, 2021

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. 

Feb 3, 2021

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. 

Jan 13, 2021

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).

Nov 16, 2020

Happy Monday! Tune into our episode today, Monday, November 16 to hear our take on the latest news in the market and world. 

Jul 9, 2020

We want to talk a bit about the idea of systemic racism and the economic inequality that most minorities face as a result.  We also want to encourage our listeners to do what they can to support black/minority owned businesses, especially during these even more challenging times. 

Jun 18, 2020

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.

Mar 31, 2020

Listen in to hear about what the recent Stimulus Bill means for you and your finances during the time of the COVID-19 crisis.

Mar 4, 2020

Listen in on some great information about the current markets including some questions to ask yourself about your finances during a time of extreme volatility.

Feb 19, 2020

Hear how to avoid tax scams, ensure you aren't getting a huge tax refund and giving the government an interest-free loan and make sure you have all your documents in order to file this year's taxes.

Jan 29, 2020

For those of you eager to get a head start on filing your taxes this year, here are some important tips to help you navigate the process.  

Jan 28, 2020

Financial tips from a survey of retirees and what they wish they could tell their younger selves about their finances.

Jan 15, 2020

Find out about how you or your family can benefit from ABLE accounts if there is someone with a disability in your family.  

Jan 15, 2020

This podcast will provide you with details pertaining to the SECURE Act that went into effect on January 1, 2020 as it relates to you and your finances.

Nov 7, 2019

Hear about the changes to retirement savings account contribution limits in 2020.

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