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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.
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Join us on this week's episode of Launch Financial as we discuss the dips in the market this week, jobless claims, and more!
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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.
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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!
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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!
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Determine your Risk Tolerance Here!
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Join us on the 50th episode of Launch Financial as we discuss all time highs in the market, CryptoPunks, the Pfizer vaccine, and more!
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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).
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Ep. 40 Launch Financial- Does Money Buy Happiness with David Pearl
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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.
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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.
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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!
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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.
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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!
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Why you may need to work longer to afford retirement
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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.
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Ep. 42 Launch Financial-Estate Planning Isn't Just For The Wealthy with Adam Moskowitz
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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.
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Your Estate Planning Checklist
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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.
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Ep. 40 Launch Financial- Does Money Buy Happiness with David Pearl
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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).
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Tune into this week's episode of Launch Financial with Ashley & Brad as we discuss the Advance Child Tax Credit Payments in 2021, bitcoin potentially becoming an option in 401(k)'s, and more. Let us know what you want to hear more about at info@shermanwealth.com
Tune into this week's episode of Launch Financial as we are joined by Senior Insurance Consultant at Greenberg, Wexler, & Eig, Matthew Friedson. During this episode, Matthew shares great tips for young professionals to consider as they think about purchasing life insurance. He walks the audience through the pros and cons they might encounter and how to make smarter decisions for their situation.
A little more about Matthew, As a Life Settlements expert and a long time Insurance Consultant, Matthew Friedson offers his clients both perspective and confidence in managing their insurance portfolio and evaluating opportunities in retirement and life’s major events. Matt joined GWE as an Insurance Consultant in 2013. He holds his Series 6 securities license and is excited to help his clients find a retirement solution or an insurance fit for their business.
Matthew specializes in complex insurance applications of estate and business planning. His work consists of educating clients and helping them both develop and implement creative strategies to meet their objectives. Matthew has been voted by industry peers for the last five years (2017, 2018, 2019, 2020, 2021), Best Insurance Consultants in Washingtonian Magazine.
Matthew was born and raised in the Washington DC area. He is a graduate of the University of Maryland. He is a Board Member of The Jewish Federation of Greater Washington and University of Maryland Hillel. Matthew enjoys spending time with family, golf, yoga, travel and giving back to the community. For inquiries about the episode, reach out to info@shermanwealth.com.
Join us on this week's episode of Launch Financial with Ashley and Brad as we discuss the federal reserve meeting, inflation, 401(k)'s, IPO's and more. For question inquiries, email us at info@shermanwealth.com.
Are you feeling anxious about re-opening plans and returning to our pre-pandemic norms? Join us on this week's episode of Launch Financial as we are joined by special guest, Johanna Kaplan. On this episode, Johanna will walk us through some of the anxieties individuals and their families are facing as the world continues to open up. She provides some great insights for parents on how to help their children work through these stressors this summer.
A little about Johanna, Dr. Johanna Kaplan is the director of the Washington Anxiety Center of Capitol Hill. She is a licensed clinical psychologist in Washington, DC, Maryland, Virginia, and Delaware. She is also a PSYPact provider (see list of teletherapy states here). She earned her Ph.D. in Clinical Psychology from The Catholic University of America and her undergraduate degree in Psychology and Communications from American University in Washington, D.C.
Join us on this week's episode of Launch Financial with Ashley & Brad as we discuss inflation, inflation, and more inflation! With record highs in the markets, we are seeing prices across all sectors rise at the quickest pace since the summer of 2008. Have you noticed an increase in prices at your favorite stores and restaurants? Let us know at info@shermanwealth.com.
Hungry for some pancakes and bacon? This episode will get you craving! Join us this week as we are joined by David Dennison, Director of Operations at Original Pancake House. On this episode, David speaks about how COVID-19 shifted operations in the restaurant industry, along with the impacts of inflation on input costs. Let us know your thoughts and head to Original Pancake House for some delicious breakfast!
Join us on this week's episode of Launch Financial as we are joined by VP of Work Perks and Community Development At Mid-Atlantic Federal Credit Union, KC Cole. On this episode, KC provides the audience with invaluable advice on how to establish a strong credit score, even as a college student, and how to work towards repairing your credit, especially if you have faced some hardships along the way.
A little about KC, at Mid-Atlantic Federal Credit Union, she is responsible for creating, marketing and managing the credit unions Bank at Work and Financial Wellness Employee exclusive programs. She serves as chief liaison of community development for corporate sponsorships, community service programs and marketing projects. She has over 18 years of experience as a former licensed investment Advisor, Banker and VP Community Relations Manager in Montgomery County, MD, where she has partnered with a multitude of businesses and organizations. She is the recipient of several awards and recognition, which include the State of Maryland Larry Hogan Governor's Volunteer Services Award, the Montgomery County Community Action Award for Partnerships, and the City of Gaithersburg Mayor and City Council Partnership Award.
She is an active board member of the Coalition Advancement Financial Education of Montgomery County, MD (CAFÉ) and Holy Cross Hospital Health Foundation Member.
She is married with three athletic children who run track and play lacrosse, and in her spare time if any is left over, she spends it at the gym every morning at 6am!
For more information on your credit score or any topics discussed in this episode, let us know at info@shermanwealth.com.
Join us on this week's episode of Launch Financial with Ashley and Brad as we return from Memorial Day to discuss re-opening plans across the country, the return of meme stocks, the continual increase in oil prices and more!
Join us on our latest episode of Launch Financial with Ashley and Brad as we discuss Bitcoin's recent plunge and such a crazy week in crypto world.