Ep 56 Launch Financial- Debt Ceiling & Market Volatility

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 Industry Is Evolving

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

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 business advisor for his clients. He is experienced in tax preparation, planning and consulting for high net-worth individuals, partnerships and corporations. Specifically he enjoys working with real estate developers, commercial real estate investors, other professional service firms and government contractors. Shawn also has experience in auditing and attestation for small and medium-sized businesses.

Shawn is a member of the American Institute of Certified Public Accountants and a Certified Public Accountant in the State of Maryland and Commonwealth of Pennsylvania. Shawn earned his Bachelors in Accounting from the University of Pittsburgh. In his free time, Shawn enjoys being active in the communities of Gaithersburg and Damascus with his wife and two sons.

If you have any questions for us or Shawn, send an email to info@shermanwealth.com. 

What You’ll Learn: 

  • How the most recent tax proposal may affect you 
  • How different tax rates could affect your financial situation

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

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 Financial Plan

End of Summer Reflection & The Importance of an Emergency Fund

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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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