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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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)

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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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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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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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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.

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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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 

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Overview:

Tune into this week’s episode of Launch Financial as we are joined by recurring special guest, Music City Pysch’s, 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 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: 

• What money means to you
• How money defines your happiness
• How to be intentional about your spending
• How inflation is impacting your family situation

Show Notes:

Twitter Quote 

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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 info@shermanwealth.com

Advance Child Tax Credit Payments in 2021

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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, Matthew Friedson offers his clients both perspective and confidence in managing their insurance portfolio and evaluating opportunities in retirement and life’s major events. Matt joined GWE as an Insurance Consultant in 2013. He holds his Series 6 securities license and is excited to help his clients find a retirement solution or an insurance fit for their business.

Matthew specializes in complex insurance applications of estate and business planning. His work consists of educating clients and helping them both develop and implement creative strategies to meet their objectives. Matthew has been voted by industry peers for the last five years (2017, 2018, 2019, 2020, 2021), Best Insurance Consultants in Washingtonian Magazine.

Matthew was born and raised in the Washington DC area. He is a graduate of the University of Maryland. He is a Board Member of The Jewish Federation of Greater Washington and University of Maryland Hillel. Matthew enjoys spending time with family, golf, yoga, travel and giving back to the community. For inquiries about the episode, reach out to info@shermanwealth.com. 

 

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