Launch Financial with Brad Sherman. artwork

Launch Financial with Brad Sherman.

242 episodes - English - Latest episode: 27 days ago - ★★★★ - 4 ratings

Brad Sherman, of Sherman Wealth Management, talks about finances, investing and much more...

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Episodes

Ep. 193 Launch Financial- S&P500 Hits 31st Record High This Year

June 19, 2024 20:53 - 11 minutes - 8.68 MB

Overview: Tune into Launch Financial as we discuss a monster start to the year in the stock and bond market. Yesterday the S&P500 marked its 31st record this year as the AI darling Nvidia continued its uphill roar hitting a new high and surpassing Microsoft as the most valuable public company. Email [email protected] for questions or inquiries.  Show Notes:

Ep. 192 Launch Financial-Markets Await Key Inflation Data & Fed Rhetoric

June 11, 2024 18:21 - 11 minutes - 8.46 MB

Overview: Tune into this week's episode of Launch Financial as we discuss a slew of economic data as we await Fed rhetoric on the future of interest rates and May CPI report release. If you have any questions on updating your June financial planning checklist, email [email protected]

Ep. 191 Launch Financial- May In The Stock & Bond Market

June 04, 2024 20:31 - 11 minutes - 8.86 MB

Overview: Tune into this week's episode of Launch Financial as we discuss a strong month in the stock and bond market in the month of May coupled with a slew of economic data as all eyes continue to watch the Federal Reserve on the future of interest rates.    Show Notes:

Ep. 190 Launch Financial- All Three Major Averages Set Records In May

May 28, 2024 18:02

Overview: Tune into this week's episode of Launch Financial as we discsus the consumer and spending as we head into the summer months, along with the stock and bond markets in the month of May. For more info or questions, email [email protected] Show Notes:

Ep. 189 Launch Financial- The Dow & Nasdaq Score Record Highs

May 24, 2024 16:07 - 11 minutes - 8.56 MB

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 [email protected].  Show Notes: 

Ep. 188 Launch Financial- Inflation Continues To Remain Higher Than Expected

May 14, 2024 19:10 - 13 minutes - 10.4 MB

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 ...

Ep. 187 Launch Financial-May Financial Planning Checklist

May 07, 2024 17:33 - 13 minutes - 9.92 MB

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/ 

Ep. 186 Launch Financial- Unpacking April In The Markets

April 30, 2024 18:55 - 8 minutes - 6.21 MB

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: 

Ep. 185 Launch Financial- Bond & Stock Markets Look To Earnings Reports & Inflation Data This Week

April 23, 2024 15:57 - 12 minutes - 9.51 MB

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 [email protected].  Show Notes:  RSVP to Beers with Brad on May 8th!  https://www.eventbrite.com/e/883429149367?aff=oddtdtcreator

Ep. 184 Launch Financial-US Retail Sales Surge Again In March As Consumers Continue To Spend

April 16, 2024 18:11 - 11 minutes - 8.65 MB

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: 

Ep. 183 Launch Financial- 2024 Outlook on the Spring Housing Market with Jody Eichenblatt

April 11, 2024 20:56 - 31 minutes - 24 MB

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 [email protected].   Show Notes: For more information about Jody and to r...

Ep. 182 Launch Financial-Markets Brace Up For Key Economic & Inflation Data Release

April 09, 2024 14:45 - 11 minutes - 9.06 MB

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:

Ep. 181 Launch Financial- National Financial Literacy Month

April 02, 2024 14:19 - 12 minutes - 9.38 MB

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 [email protected]  Show Notes:

Ep. 180 Launch Financial-Market Awaits Federal Reserve Decision On Interest Rate Policy Outlook

March 19, 2024 15:46 - 13 minutes - 10.2 MB

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:   

Ep. 179 Launch Financial- February CPI Data Released, Rising 0.4%

March 12, 2024 17:07 - 12 minutes - 9.74 MB

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:

Ep. 178 Launch Financial - Retailers Struggle To Entice Consumers To Spend on Discretionary Items

March 05, 2024 19:30 - 11 minutes - 8.4 MB

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:

Ep. 177 Launch Financial- Food Costs Continue To Rise As We Await Consumer Confidence Report

February 27, 2024 20:47 - 11 minutes - 8.65 MB

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:   

Ep. 176 Launch Financial- Markets Recline Awaiting Further Earnings Reports

February 20, 2024 21:47 - 11 minutes - 8.91 MB

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: 

Ep. 175 Launch Financial- January CPI Comes In Hotter Than Expected

February 13, 2024 21:37 - 10 minutes - 7.93 MB

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:

Ep. 174 Launch Financial- Consumers Face High Interest Rates On Credit Cards Amid February Financial Fitness Month

February 06, 2024 15:29 - 12 minutes - 9.43 MB

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:

Ep. 173 Launch Financial-Markets Continue Reaching Record Highs Awaiting Fed Decision

January 30, 2024 16:54 - 11 minutes - 8.82 MB

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 [email protected] for more info.    Show Notes: 

Ep. 172 Launch Financial- Major Averages Post Record Breaking Highs

January 23, 2024 18:10 - 13 minutes - 10.3 MB

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 [email protected]   Show Notes: 

Ep. 171 Launch Financial- Consumer Sentiment Surges To Highest Level Since 2021

January 19, 2024 16:48 - 13 minutes - 10.1 MB

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:

Ep. 170 Launch Financial- Markets Snap Their 9-Week Winning Streak

January 09, 2024 20:40 - 10 minutes - 8.08 MB

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: 

Ep. 169 Launch Financial- New Year, New Financial Goals for 2024

January 02, 2024 21:09 - 10 minutes - 8.25 MB

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 

Ep. 168 Launch Financial- 2023 Year In Review

December 19, 2023 20:43 - 15 minutes - 11.8 MB

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:

Ep. 167 Launch Financial- Stock Market Approaches New Highs for 2023

December 12, 2023 20:00 - 15 minutes - 11.7 MB

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:    

Ep. 166 Launch Financial- End of The Year Financial Checklist

December 05, 2023 18:36 - 16 minutes - 12.5 MB

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 [email protected] if you have any questions or have any inquiries.    Show Notes: 

Ep. 165 Launch Financial- Giving Tuesday at Sherman Wealth

November 28, 2023 17:25 - 14 minutes - 10.9 MB

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 [email protected] 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 

Ep. 164 Launch Financial- Happy Thanksgiving From Sherman Wealth

November 21, 2023 17:26 - 13 minutes - 10.5 MB

Overview: Tune into this week's episode of Launch Financial as we discuss retail sales and the consumer as we head into Thanksgiving week. How are you feeling about holiday shopping this Black Friday and Cyber Monday? Let us know!    Show Notes: 

Ep. 163 Launch Financial- October Core CPI Hits Two Year Low

November 14, 2023 19:26 - 11 minutes - 8.64 MB

Overview: Tune into this week's CPI episode of Launch Financial as we discuss a cooler than expetced October CPI report, which marked the core CPI two-year low, as the consumer continues to cut back spending and prices cool off. We will be back with more inflation data and economic clues about the consumer following tomorrow's PPI report. If you have any questions, email [email protected].    Show Notes:

Ep. 162 Launch Financial- Market Bounces Back As Rates Tumble

November 07, 2023 15:14 - 15 minutes - 11.4 MB

Overview: Tune into this week's episode of Launch Financial as we discuss the strong week the stock market had and the consequent impact that had on yields. For those who have been wondering how to maximize this higher for longer interest rate environment, tune in to learn more about higher yielding investement vehicles you can explore.  Show Notes:  The IRS Increased Retirement Contribution Limits for 2024

Ep. 161 Launch Financial-Happy Halloween From Sherman Wealth

October 31, 2023 20:34 - 12 minutes - 9.55 MB

Overview: Happy Halloween Everyone! We hope you have a fun and safe evening tonight. This week we discussed October in the markets awaiting to see how they will respond to the Federal Reserve meeting and decision on "higher for longer" interest rate policy later this week. If you have any questions on interest rate flucuations and market volatility, let us know, [email protected]  Show Notes: More details on I-Bonds: https://treasurydirect.gov/savings-bonds/i-bonds/  

Ep. 160 Launch Financial- Earnings Season Underway Amid Yield Spike

October 24, 2023 19:46 - 14 minutes - 10.9 MB

Overview: Tune into this week's episode of Launch Financial as we discuss a big week of earnings following a big slew of economic data last week. This week we await GDP and PCE data which will provide further outlook on the future of interest rate and economic policy. Given the recent spike in yields, affordability in the housing market is impacting the consumers wallet. We will continue to watch for clues on future interest rate policy later this week.    Show Notes: 

Ep. 159 Launch Financial- Retail Sales Come In Better Than Expected Amid Earnings Season

October 17, 2023 20:14 - 15 minutes - 12 MB

Overview: Tune into this week's episode of Launch Financial as retail sales are relased hotter than expected following last week's higher inflation data. We will continue to watch how the markets digest this all as well as earnings from large money center banks.    Show Notes:

Ep. 158 Launch Financial- Horrific Terrorist Attack and Impact on The Global Economy

October 10, 2023 16:46 - 12 minutes - 9.28 MB

Overview: Tune into this week's episode of Launch Financial as we discuss the horrific events of the terrorist attack on Israel, following the impact this attack is having on the economy. Our hearts are with Israel and check out the resources below to help support.    Show Notes: https://docs.google.com/document/d/1-3iQLlCKI18rs0luiaGu8Be7RK02hhTOw61bw4QW5uY/edit 

Ep. 157 Launch Financial- Interest Rates Spike To Record Highs Amid Fed Outlook

October 03, 2023 15:54 - 12 minutes - 9.61 MB

Overview: Tune into this week's episode of Launch Financial as we discuss interest rates spiking to record highs not seen since 2007, amid outlook on whether the Fed will maintain a tighter interest rate policy for longer.    Show Notes:

Ep. 156 Launch Financial- What Does the Fed's Decision To Hold Rates Steady Mean for You?

September 26, 2023 19:29 - 11 minutes - 9.07 MB

Overview: Tune into this week's episode of Launch Financial as we discuss Septmeber in the stock market as well as the impact of the Fed keeping interest rates steady at their Spetmeber meeting. Are the Fed's rate hikes stinging you and your wallet? Let us know!    Show Notes:  Launch Financial- How To Work Through Money Conversations With Your Significant Other, with David Pearl

Ep. 155 Launch Financial- The Federal Reserve Meeting Kicks Off

September 19, 2023 18:52 - 7 minutes - 5.83 MB

Overview: Tune into this week's episode of Launch Financial as we discuss the Federal Reserve two-day meeting where they will decide on the future of interest rate policy. We also discsused the impact inflation and rising costs are having on the consumer. Are you feeling the impacts of inflation? Let us know, [email protected]. Show Notes:

Ep. 154 Launch Financial- August CPI Data Looms

September 12, 2023 18:05 - 16 minutes - 12.1 MB

Overview: Tune into this week's episode of Launch Financial as we discuss the big upcoming week of economic data, including August CPI data, PPI data, Retail Sales, and Prelim Consumer Sentiment. As we head into this monster week of data and await future Fed interest rate policy outlook, make sure you are maximizing your financial suituation and understanding how to navigate this interest rate environment.  Show Notes:  https://shermanwealth.com/your-financial-checklist-for-september/ 

Ep. 153 Launch Financial- Your Fall Financial Checklist

September 05, 2023 19:52 - 11 minutes - 8.84 MB

Overview: Tune into this week's episode of Launch Financial as we discuss the markets as they continue to digest economic data and we prepare for the fall. Make sure you re-visit your budget as we dive into the fall and prepare to tackle your goals by year end.  Show Notes:

Ep. 152 Launch Financial-Markets Price In Future Interest Rate Hikes

August 29, 2023 17:15 - 14 minutes - 10.9 MB

Overview: Tune into this week's episode of Launch Financial as we discuss the markets as they continue to digest inflation data and Fed outlook on whether they will be another interest rate hike this fall. As consumer sentiment numbers finalize, how are you feeling about your spending? Gas prices are spiking up to highs for the year, are you feeling the impact? Let us know!  Show Notes:

Ep. 151 Launch Financial- Interest Rates and Yields Spike Higher Awaiting Future Fed Policy

August 22, 2023 14:45 - 16 minutes - 11.8 MB

Overview: Tune into this week's episode of Launch Financial as we discuss spiking interest rates with the 2-Year Treasury yield and 30-Year Fixed hitting highs not seen in 20+ years. This week the market will continue to digest earnings reports from retailers to indicate the state of the consumer and thier senitment.  Show Notes:   

Ep. 150 Launch Financial- Consumer Sentiment Cools Slightly As Retail Sales Increased

August 15, 2023 14:16 - 16 minutes - 12.1 MB

Overview: Join us on this week's episode of Launch Financial as we discuss retail sales increasing 0.7%, greater than expected, following last week's cooling consumer sentiment. With a big week ahead of retail earnings, the consumer may be cutting back on big ticket items, but still are spending money. How is your sentiment on the economy? Let us know!    Show Notes:

Ep. 149 Launch Financial-July CPI Data Released Less Than Expected

August 10, 2023 19:10 - 11 minutes - 8.94 MB

Overview: Tune into this week's episode of Launch Financial as we discuss the July CPI report, which showed inflation gauge rose 3.2%, less than expected. Are you feeling the weight of inflation and increased prices? If so, on what? Email [email protected] and let us know!    Show Notes:

Ep. 148 Launch Financial- July in the Markets

August 01, 2023 17:54 - 16 minutes - 12.2 MB

Overview: Welcome back! Tune into this week's episode of Launch Financial as we discuss and recap the month of July the markets and economy. Last week, we saw lots of economic data and the Federal Reserve raised interest rates another 25 basis points. For questions and info, email [email protected].    Show Notes:

Ep. 147 Launch Financial- Markets Await Key Economic Data For Outlook On Future Rate Policy

July 11, 2023 16:28 - 13 minutes - 9.93 MB

Overview: Tune into this week's episode of Launch Financial as we await key economic data, including CPI and PPI reports, which will be a key indicator of future interest rate policy and what the Federal Reserve will do at thier next meeting. As we are halfway thru the year, make sure you start thinking about scheudling your mid-year financial review to ensure you are on path to reach your yearly goals.    Show Notes:

Ep. 146 Launch Financial- Happy 4th Of July!

July 03, 2023 17:39 - 14 minutes - 11.1 MB

Overview: Tune into this week's episode of Launch Financial as we discuss Q2 in the markets and the first half of the year. As 2023 is off to a strong start in the stock market, consumer sentiment ended the month of June on a positive note, surging 9%. We hope everyone has a wonderufl 4th of July tomorrow and we will be back next week!  Show Notes:

Ep. 145 Launch Financial- Markets Readied For The End of Q2

June 27, 2023 17:28 - 11 minutes - 9.06 MB

Overview: Tune into this week's episode of Launch Financial as we discuss the markets bracing up for the end of the second quarter and first half of the year. The stock market will digest lots of economic data through the rest of the week to close out the quarter. Stay tuned for a quarter in review next week.  Show Notes: 

Ep. 144 Launch Financial-Markets Post Strong Week Following The Fed Hike Decision

June 20, 2023 17:52 - 13 minutes - 10.6 MB

Overview: Tune into this week's epiode of Launch Financial as we discuss the the stock market's monster week last Friday, responding positevely to the Federal Reserve's decision to pause interest rate hikes for the time being.    Show Notes:   

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