Launch Financial with Brad Sherman.

Ep. 43 Launch Financial- Volatility Returns and Declining Bond Yields

  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

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

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. ...

Ep. 41 Launch Financial- Economic Data At The End Of Q2

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 

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

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 ...

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

Overview: Tune into this week's episode of Launch Financial as we are joined by recurring special guest, 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.  What You'll Learn:  What money means to you How money defines your happiness  How to be intentional about your spending How inflation is impacti...

Ep. 39 Launch Financial- What To Know About The Child Tax Credit Payments in 2021

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 [email protected] Advance Child Tax Credit Payments in 2021

Ep. 38 Launch Financial- Navigating The Current Insurance Environment as a Young Professional with Matthew Friedson

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...

Ep. 37 Launch Financial- Unpacking The Federal Reserve Meeting with Ashley & Brad

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 [email protected]. 

Ep. 36 Launch Financial- How To Mentally Prepare You And Your Children For Summer Re-Opening Plans with Johanna Kaplan

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 Kapla...

Ep. 35 Launch Financial- Inflation Sweeps The Country Raising Prices At Your Favorite Spots

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 [email protected]. 

Ep. 34 Launch Financial- Inflation Impact on The Restaurant Industry with David Dennison

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! 

Ep. 33 Launch Financial- The Importance of Credit and How To Begin Credit Repair with KC Cole

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, m...

Ep. 32 Launch Financial- Re-Opening Summer Plans and The Return Of Meme Stocks

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!

Ep. 31 Launch Financial- Bitcoin and Other Cryptocurrency Volatility

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. 

Ep. 30 Launch Financial-Financial Planning Changes as The Economy Re-Opens with David Pearl

Join us on our 30th episode of Launch Financial as we welcome back special guest David Pearl. On this week's episode, Brad, Ashley and David discuss flexibility and compromise in relationships and how the financial planning thought process is changing as the economy and world continues to re-open.  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...

Ep. 29 Launch Financial- Inflation Speeds Up As Prices Skyrocket In April

Join us on this week's episode of Launch Financial with Ashley & Brad as we discuss skyrocketing prices that has sped up inflation, the fastest we've seen since 2008, the east coast gasoline shortage, and more. 

Ep. 28 Launch Financial-Why Companies Can't Find Employees To Hire & The Peloton Recall

On this week's episode of Launch Financial with Ashley and Brad, we discuss the most recent jobless claim numbers and how companies are finding it difficult to fill their open positions. Furthermore, Brad brings light to the recent Peloton recall along with how Sherman Wealth aims to help those who may be confused with their restricted stock options or whole life insurance plans. For any questions or requests for next week's topics, please email us at [email protected] 

Ep. 27 Launch Financial-Unpacking Biden's Tax Proposal And Takeaways with Shawn Donovan

Join us on a very special episode of Launch Financial, as we are joined by CPA, Shawn Donovan. On this unique episode, Brad and Shawn take a deep dive into Biden's Tax Proposal and provide the audience with the confusion surrounding this new tax plan. For more questions about Biden's tax proposal and thoughts on the episode, please reach out to us at [email protected].  --- [Transcript] Announcer: Welcome to Launch Financial, your guide to important financial decisions that you ...

Ep 26. Launch Financial- Biden's First 100 Days and Earnings Season

Join us on this week's episode of Launch Financial with Ashley and Brad as we discuss groundbreaking historical data from Biden's first 100 days and all of our favorite companies earnings data. Tune in to hear more! 

Ep. 25 Launch Financial- Teaching Financial Education In The Public School System with Dr. Genevieve Floyd and Maria Tarasuk

Join us on this week's episode of Launch Financial as we wrap up financial literacy month with Dr. Genevieve Floyd and Maria Tarasuk, both MCPS professionals.  On this week's episode, Dr. Genevieve Floyd and Maria Tarasuk discuss how Montgomery County Public Schools are instituting financial education in their curriculum and how to better financial literacy across the country as a whole. Financial education is a crucial aspect of child development which is why we wanted to help provide us...

Launch Financial- Financial Traditions for Young Families with David Pearl

On this week's episode of Launch Financial, we are joined by a recurring guest, David Pearl. This week, David helps us discuss financial literacy and the importance of establishing or passing down financial traditions to your family. Throughout the episode, Brad, Ashley and David discuss their own personal experiences with these family traditions and ways to communicate about money.  A little about David, he aims to provide a safe and supportive environment to strengthen self-esteem and fa...

Ep 24. Launch Financial- Financial Traditions for Young Families with David Pearl

On this week's episode of Launch Financial, we are joined by a recurring guest, David Pearl. This week, David helps us discuss financial literacy and the importance of establishing or passing down financial traditions to your family. Throughout the episode, Brad, Ashley and David discuss their own personal experiences with these family traditions and ways to communicate about money.  A little about David, he aims to provide a safe and supportive environment to strengthen self-esteem and fa...

Launch Financial- Strong Economic Data Continues & Financial Tips for Your 20's and 30's

Ep. 23 Launch Financial- Strong Economic Data Continues & Financial Tips for Your 20's and 30's

On this week's episode with Ashley & Brad we discuss the strong economic data flushing the country and some financial literacy tips to consider in your 20's and 30's that will help set you up for financial success. 

Launch Financial-A Glance Into Earnings Season and Coinbase IPO

Ep. 22 Launch Financial-A Glance Into Earnings Season and Coinbase IPO

On this week's episode of Launch Financial with Ashley and Brad we take a dive into earnings season and discuss the recent IPO's such as Coinbase. Interest in how major companies are performed last quarter? Tune in to find out! 

Launch Financial- Adapting Your Small Business in the Ever-Changing Business World with Dr. Josh Funk

On this week's episode of Launch Financial, we are joined by special guest Dr. Josh Funk, Founder and CEO of Rehab 2 Perform. Throughout the episode, Josh shares his experiences creating and expanding his small business and how he has learned to adapt in an ever-changing landscape of the business world and COVID-19.  A little more about Josh, as a lifelong athlete, Josh became interested in becoming a physical therapist when going through PT as a D1 lacrosse player at Ohio State. After avo...

Ep. 21 Launch Financial- Adapting Your Small Business in the Ever-Changing Business World with Dr. Josh Funk

On this week's episode of Launch Financial, we are joined by special guest Dr. Josh Funk, Founder and CEO of Rehab 2 Perform. Throughout the episode, Josh shares his experiences creating and expanding his small business and how he has learned to adapt in an ever-changing landscape of the business world and COVID-19.  A little more about Josh, as a lifelong athlete, Josh became interested in becoming a physical therapist when going through PT as a D1 lacrosse player at Ohio State. After avo...

Ep. 20 Launch Financial- Financial Literacy Month Q&A

On this week's episode of Launch Financial with Ashley and Brad we are hosting a financial literacy month Q&A to answer some  frequently asked financial questions that we often get from our clients and even recent college graduates. If you have any other questions you would like us to answer next week, email us at [email protected]. 

Launch Financial- Financial Literacy Month Q&A

Ep. 19 Launch Financial- How To Compete, Plan, and Protect Yourself in a Hot Real Estate Market with Andres Serafini & Daniel Esteban

Join us on this week's episode of Launch Financial as we are joined by The Washingtonian Group's Andres Serafini and Daniel Esteban. On this episode, Andres and Daniel will share tips on how to compete, plan, and protect yourself in such a hot real estate market.  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 DC Native and Bethesda Resident, as well as a First Gener...

Launch Financial- How To Compete, Plan, and Protect Yourself in a Hot Real Estate Market with Andres Serafini & Daniel Esteban

Join us on this week's episode of Launch Financial as we are joined by The Washingtonian Group's Andres Serafini and Daniel Esteban. On this episode, Andres and Daniel will share tips on how to compete, plan, and protect yourself in such a hot real estate market.  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 DC Native and Bethesda Resident, as well as a First Gener...

Ep. 18 Launch Financial-Let's Spring Clean Your Finances for Quarter 2

Do you feel you could be doing a better job organizing your finances? Join us this week on Launch Financial with Ashley and Brad as they discuss how to "spring clean" your finances and prepare for quarter end. 

Launch Financial-Let's Spring Clean Your Finances for Quarter 2

The Benefits of "Time" In The Market

Ep. 17 Launch Financial- The Benefits of "Time" In The Market

Join us on this episode of Launch Financial with Ashley and Brad as they discuss the benefits of "time" in the market and the importance of long-term strategies and investments. Day trading can be fun and exhilarating, but it's crucial to understand the tax implications when doing so. 

Launch Financial- The Benefits of "Time" In The Market

Launch Financial-How To Make The Most Out Of Your Charitable Giving This Year With Elizabeth Goldstein

With everyone having increasing gains and thinking about giving back to charity given COVID-19, donor advised funds have become more popular. To uncover how donor advised funds can benefit you and to better your financial plan, we brought on expert Elizabeth Goldstein from the Jewish Federation of Greater Washington.  For more information on opening a Donor Advised Fund at Federation’s United Jewish Endowment Fund, contact: Elizabeth Goldstein, Esq. [email protected] 301-230-7228 ...

Ep. 16 Launch Financial-How To Make The Most Out Of Your Charitable Giving This Year With Elizabeth Goldstein

With everyone having increasing gains and thinking about giving back to charity given COVID-19, donor advised funds have become more popular. To uncover how donor advised funds can benefit you and to better your financial plan, we brought on expert Elizabeth Goldstein from the Jewish Federation of Greater Washington.  For more information on opening a Donor Advised Fund at Federation’s United Jewish Endowment Fund, contact: Elizabeth Goldstein, Esq. [email protected] 301-230-7228 ...

Ep. 15 Launch Financial-IRS Tax Deadline Extended and Federal Reserve Meeting

Join us on this week's episode of Launch Financial with Ashley and Brad as they discuss the new IRS tax deadline extension and federal reserve meeting. There is tons of information to unpack, so tune in for the details! 

Launch Financial-IRS Tax Deadline Extended and Federal Reserve Meeting

Ep 14. Launch Financial-Taking A Look at Rising Rates and The Impact on Purchasing Power with Jody Eichenblatt

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. Whe...

Launch Financial-Taking A Look at Rising Rates and The Impact on Purchasing Power with Jody Eichenblatt

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. Whe...

Ep. 13 Launch Financial- Record Highs a Year After COVID-19 Began

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. 

Record Highs a Year After COVID-19 Began

Ep. 12 Launch Financial- Financial Independence and Money Conversations with David Pearl

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. 

Launch Financial- Financial Independence and Money Conversations with David Pearl

Launch Financial-How The Real Estate Market Has Changed with Cara Pearlman

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 recogn...

Ep. 11 Launch Financial-How The Real Estate Market Has Changed with Cara Pearlman

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 recogn...

Launch Financial- Let's Talk The Crypto Currency Craze