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

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 Here

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

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

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

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

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, 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).

What You’ll Learn:

  • Strategies on how to effectively and positively communicate with your spouse or partner
  • How to be intentional about your spending
  • How to talk about financial duties and money with your partner

Show Notes:

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

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

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 When Saving and Investing

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

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 graduate 

Show Notes:

Financial Planning Checklist For College Graduates

What Are Your Short and Long-Term Goals?

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Ep. 45 Launch Financial- Market Volatility Emergency Press Conference

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?

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Ep. 44 Launch Financial- Inflation and Earnings Season

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 Reaching For Your Credit Cards?

Why You Should Open A High Yields Savings Account  

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Ep. 43 Launch Financial- Muted Stock Market Volatility 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

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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.

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. 

What You’ll Learn:

  • Estate Planning 101
  • How to Get Started
  • Why It’s Crucial To Start Early & More

Show Notes:

Your Estate Planning Checklist 

https://www.bregmanlaw.com/

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