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. 93 Launch Financial- Officially Entered A Bear Market

June 14, 2022 18:19 - 12 minutes - 9.41 MB

Overview: Happy Tuesday everyone, hope you had a great weekend. Join us today on our 93rd episode of Launch Financial as we discuss wild economic data that has officially entered us into a bear market. Tune in to hear our thoughts and the impacts on the consumer.  Show Notes: https://twitter.com/sjd10304/status/1536445385379659777?s=12&t=s4T1fqiJ-KZj8BdsfPTurQ   

Ep. 92 Launch Financial- Target Hints At Inflation-Worried Shoppers and Excess Inventories

June 07, 2022 19:23 - 12 minutes - 9.19 MB

Overview: Join us today on Launch Financial as we discuss Targets hints at consumer retail behavior, market volatility, and more. Email us at [email protected] with questions or podcast topics.  Show Notes:  Is Lifestyle Creep Impacting You?

Ep. 91 Launch Financial- Spring Housing Market Update with Andres Serafini & Daniel Esteban

June 02, 2022 19:00 - 22 minutes - 17 MB

Overview:Join us on this week’s episode of Launch Financial as we are joined by recurring guests, The Washingtonian Group’s Andres Serafini and Daniel Esteban. On this episode, Andres and Daniel come back on the show a year later to discuss the current state of the housing market and tips to think about when homebuying.  For more information on Andres and Daniel check out their bios below:  Andres A. Serafini, Founder & Principle of The Washingtonian Group at RLAH Real Estate is a proud ...

Ep. 90 Launch Financial- Inflation's Impact On The Consumer

May 31, 2022 18:48 - 9 minutes - 6.72 MB

Overview: Happy Tuesday, we hope you had a wonderful holiday weekend. Join us this week on Launch Financial as we discuss the impact that inflationary prices are having on the average consumer and record high home sales.  Show Notes:

Ep. 89 Launch Financial-New Home Sales Drop and Inflation Continues

May 24, 2022 16:59 - 12 minutes - 9.56 MB

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

Ep. 88 Launch Financial- How To Think About Your Investment Portfolio During An Economic Downturn

May 17, 2022 15:11 - 13 minutes - 10.1 MB

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:

Ep. 87 Launch Financial- Extreme Volatility Sweeps The Market

May 10, 2022 18:36 - 11 minutes - 8.7 MB

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:

Ep. 86 Launch Financial-How Rising Rates Will Impact Your Home-Buying Process with Jody Eichenblatt

May 05, 2022 18:22 - 25 minutes - 18.8 MB

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...

Ep. 85 Launch Financial-Rates Keep Rising As The 10-Year Treasury Yield Hits 3%

May 03, 2022 19:49 - 13 minutes - 9.93 MB

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

Ep. 84 Launch Financial- A Competitive Housing Market & Earnings Season

April 26, 2022 17:24 - 10 minutes - 8.08 MB

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 [email protected] Show Notes:  Estate Planning in Uncertain Times

Ep. 83 Launch Financial- 2021 Tax Day Has Finally Passed

April 19, 2022 17:46 - 15 minutes - 11.7 MB

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: 

Ep. 82 Launch Financial- Inflation Hits A Four-Decade High

April 12, 2022 14:35 - 12 minutes - 9.48 MB

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 

Ep. 81 Launch Financial- Dramatic Economic Moves with Plunging Consumer Sentiment

April 05, 2022 16:56 - 12 minutes - 9.57 MB

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

Ep. 80 Launch Financial- A Strong Recovery To Close Out Q1

March 29, 2022 19:41 - 13 minutes - 10 MB

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: 

Ep. 79 Launch Financial- Financial Spring Cleaning

March 22, 2022 15:38 - 16 minutes - 12.1 MB

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

Ep. 78 Launch Financial- Federal Reserve Meeting

March 16, 2022 19:56 - 5 minutes - 4.39 MB

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. 

Ep. 77 Launch Financial- Market Volatility & Inflation Explained

March 15, 2022 17:10 - 15 minutes - 11.4 MB

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

Ep. 76 Launch Financial- International Women's Day

March 08, 2022 15:52 - 12 minutes - 9.36 MB

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

Ep. 75 Launch Financial- Interest Rates Plunge As Prices Continue To Surge

March 01, 2022 18:11 - 14 minutes - 10.6 MB

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

Ep. 74 Launch Financial- Inflation, Supply Chain Issues, and Oil Prices

February 22, 2022 18:16 - 11 minutes - 8.31 MB

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:

Ep. 73 Launch Financial- Effective Money Conversations With Your Partner

February 15, 2022 17:35 - 13 minutes - 9.84 MB

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  

Ep. 72 Launch Financial- Interest Rates Keep Inching Up

February 08, 2022 17:44 - 13 minutes - 10.2 MB

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 

Ep. 71 Launch Financial- January In The Markets

February 01, 2022 18:16 - 15 minutes - 11.6 MB

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:

Ep. 70 Launch Financial- The Current Market Correction & Major Volatility

January 25, 2022 18:28 - 13 minutes - 10.2 MB

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 [email protected] and we are happy to help. 

Ep. 69 Launch Financial-Start Of Earnings Season & High Interest Rates

January 19, 2022 16:47 - 12 minutes - 9.21 MB

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:  

Ep. 68 Launch Financial- Market Volatility and Fluctuating Rates to Start the New Year

January 11, 2022 17:51 - 12 minutes - 9.41 MB

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:

Ep. 67 Launch Financial- Happy New Year & Financial Goal-Setting in 2022

January 04, 2022 19:33 - 10 minutes - 7.91 MB

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

Ep. 66 Launch Financial- The End Of Build Back Better & Holiday Season

December 21, 2021 21:13 - 13 minutes - 10.2 MB

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

Ep. 65 Launch Financial-The Federal Reserve Meeting and Sky-High Inflation Data

December 14, 2021 16:57 - 12 minutes - 9.34 MB

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

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

December 07, 2021 20:10 - 14 minutes - 11.2 MB

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.   

Ep. 63 Launch Financial-Cyber Monday & Giving Tuesday at Sherman Wealth

November 30, 2021 16:36 - 14 minutes - 10.9 MB

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 ...

Ep. 62 Launch Financial- Happy Thanksgiving

November 24, 2021 15:01 - 10 minutes - 7.94 MB

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. 

Ep. 61 Launch Financial- All Time Highs In Crypto World & The Stock Market

November 09, 2021 15:56

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 ...

Ep. 60 Launch Financial-Record Highs & New Changes To The Tax Proposal

November 02, 2021 15:37 - 14 minutes - 10.8 MB

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

Ep. 59 Launch Financial- Tesla Stock Reaching All Time Highs & A Massive Earnings Week

October 26, 2021 19:13

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  

Ep. 58 Launch Financial- Unpacking The Bitcoin ETF Launch & 403(b) Plans For Teachers

October 19, 2021 16:54 - 18 minutes - 13.9 MB

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:  403(...

Ep. 57 Launch Financial- Are Inflationary Prices Here to Stay?

October 12, 2021 17:16 - 15 minutes - 11.8 MB

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?

Ep 56 Launch Financial- Debt Ceiling & Market Volatility

October 07, 2021 15:39 - 20 minutes - 15.2 MB

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 ...

Ep. 55 Launch Financial- End of the 3rd Quarter Wrap-Up

October 01, 2021 15:11 - 11 minutes - 8.91 MB Video

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: 

Ep. 54 Launch Financial- The Federal Reserve & China's Impact On The Markets

September 24, 2021 17:51 - 15 minutes - 11.4 MB

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! 

Ep. 53 Launch Financial- Unpacking The Recent Tax Proposal and How it May Affect You with Shawn Donovan

September 22, 2021 15:40 - 22 minutes - 17.3 MB

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 bus...

Ep. 52 Launch Financial- The True Value of A Financial Plan

September 17, 2021 15:57 - 12 minutes - 9.1 MB

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...

Ep. 51- Launch Financial- Back To School & Fall Financial Planning

September 10, 2021 14:39 - 12 minutes - 9.48 MB

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 He...

Ep.50 Launch Financial- CryptoPunks and All Time Highs in The Market

August 26, 2021 15:01 - 10 minutes - 8.05 MB

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

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

August 23, 2021 17:19 - 32 minutes - 24.3 MB

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, professio...

Ep. 48 Launch Financial- Unpacking the 2021 Infrastructure Bill & The Delta Variant

August 12, 2021 17:48 - 12 minutes - 9.52 MB

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 ...

Ep. 47 Launch Financial- Earnings Season & Return To Work Controversy

July 29, 2021 15:52 - 13 minutes - 10.4 MB

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...

Ep. 46 Launch Financial- Billionaire's In Space and Earnings Reports

July 22, 2021 15:22 - 10 minutes - 7.88 MB

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)

Ep. 45 Launch Financial- Market Volatility Emergency Press Conference

July 20, 2021 18:44 - 8 minutes - 6.12 MB

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?

Ep. 44 Launch Financial- Inflation and Earnings Season

July 15, 2021 16:05 - 15 minutes - 11.8 MB

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 Reachin...

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