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

Are you feeling anxiety 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 Kaplan is the director of the Washington Anxiety Center of Capitol Hill. She is a licensed clinical psychologist in Washington, DC, Maryland, Virginia, and Delaware. She is also a PSYPact provider (see list of teletherapy states here). She earned her Ph.D. in Clinical Psychology from The Catholic University of America and her undergraduate degree in Psychology and Communications from American University in Washington, D.C.

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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! 

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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, marketing and managing the credit unions Bank at Work and Financial Wellness Employee exclusive programs. She serves as chief liaison of community development for corporate sponsorships, community service programs and marketing projects. She has over 18 years of experience as a former licensed investment Advisor, Banker and VP Community Relations Manager in Montgomery County, MD, where she has partnered with a multitude of businesses and organizations. She is the recipient of several awards and recognition, which include the State of Maryland Larry Hogan Governor’s Volunteer Services Award, the Montgomery County Community Action Award for Partnerships, and the City of Gaithersburg Mayor and City Council Partnership Award.  

She is an active board member of the Coalition Advancement Financial Education of Montgomery County, MD (CAFÉ) and Holy Cross Hospital Health Foundation Member.

She is married with three athletic children who run track and play lacrosse, and in her spare time if any is left over, she spends it at the gym every morning at 6am!

For more information on your credit score or any topics discussed in this episode, let us know at info@shermanwealth.com. 

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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 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).

If you have any questions, please email us at info@shermanwealth.com 

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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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