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 info@shermanwealth.com 

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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 useful resources for you and your family. For access to financial education resources discussed in the episode, click the link here. https://www.montgomeryschoolsmd.org/curriculum/finance-park.aspx.

More about our special guests, Dr. Genevieve Floyd has been an educator for 31 years. She holds degrees in math, in education, and an MBA. She has served as a teacher and college adjunct professor, department and career academy leader, school-based administrator, central office coordinator, special assistant to the deputy superintendent, and currently supervisor of Career and Postsecondary Partnerships for Montgomery County Public Schools. In her current capacity she oversees all the dual enrollment options for the school district as well as 22 Career and Technical Education (CTE) programs. Her work is designed to smooth the transition from high school to college and careers for all students, and to enable them to thrive in their postsecondary pursuits. Furthermore, Maria Tarasuk has been an educator in Montgomery County Public Schools for twenty-nine years as a social studies teacher, curriculum writer, and currently, as the Pre-K through 12 Supervisor of Social Studies.  She oversees the Finance Park Junior Achievement program at all the county middle schools as well as financial literacy instruction as part of the high school government course that is required for graduation.

For more resources and inquiries regarding the episode, please contact us at info@shermanwealth.com .

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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 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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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 avoiding shoulder surgery for a torn labrum and rotator cuff, Josh has been entrenched in the world of physical therapy and sports performance. Over the years, he has continually developed his knowledge base and expertise as a physical therapist through continuing education courses and working with athletes of all ages.

A Montgomery County resident, Josh is heavily involved in all areas of the community throughout the region. In addition to his physical therapy expertise, Dr. Funk has been equally, if not more committed to the growth of his role as CEO of Rehab 2 Perform. He has made sure that his personal development is not just reserved for the clinical side of things, but also to ensuring that Rehab 2 Perform is one of the most well-run and well-known health care companies in the area. Dr. Funk has immersed himself in business programs and community initiatives over the past few years in his efforts to ensure that the team and clients of Rehab 2 Perform are receiving everything they need to be at their best. It is his goal to push Rehab 2 Perform to the forefront of the community through innovation, progressive business operations, strategic growth and clinical excellence.

For more information or questions regarding this episode, please reach out to us at info@shermanwealth.com. 

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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 Generation Colombian & Italian American. Appreciative of the diverse nature of the DC Metropolitan area, Andres prides himself in servicing Domestic and International Clientele in the Residential, Luxury, & Commercial Markets.

Daniel was born and raised in the Washington DC metro area and is a proud Bethesda home owner. Beginning his real estate career during challenging economic conditions, Daniel’s experience in an arduous and complex market has granted him a deeper level of expertise in this dynamic housing industry.

For more information and inquiries about topics discussed in this week’s episode, please reach out to us at info@shermanwealth.com. 

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