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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Launch Financial-How To Make The Most Out Of Your Charitable Giving This Year With Elizabeth Goldstein

With everyone having increasing gains and thinking about giving back to charity given COVID-19, donor advised funds have become more popular. To uncover how donor advised funds can benefit you and to better your financial plan, we brought on expert Elizabeth Goldstein from The Jewish Federation of Greater Washington.

For more information on opening a Donor Advised Fund at Federation’s United Jewish Endowment Fund, contact:

Elizabeth Goldstein, Esq.
endowment@shalomdc.org
301-230-7228

The United Jewish Endowment Fund (UJEF) is the planned giving and endowment arm of The Jewish Federation of Greater Washington. UJEF provides you with the opportunity to establish a legacy that will shape and improve Jewish life for generations. Gifts to UJEF can be made outright during the donor’s lifetime or through one of the planned giving vehicles. Your gift can be added to an existing endowment fund or create a new fund to support a specific field of interest, the annual campaign or unrestricted needs. UJEF allows our community to maintain a permanent, self-sustaining source of income to support existing programs of Federation and to develop new approaches to address emerging needs here and overseas.

More information about UJEF funds, gifts and programs.

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Launch Financial- Taking a Look at Rising Rates and The Impact on Purchasing Power with Jody Eichenblatt

Want to know how to prepare for this year’s spring housing season? Join on us this week’s episode as we are joined by senior mortgage consultant, Jody Eichenblatt.

Jody Eichenblatt (NMLSR# 181198) is a Senior Mortgage Consultant with over 18 years of experience in the mortgage industry holding a license in Virginia, Maryland, the District of Columbia and Florida.  Jody’s professional service is founded on delivering the best possible customer experience for his clients and partners.

Whether you are a first time homebuyer or seasoned refinancer Jody understands that each transaction is unique and special and treats it as such.  Listening to his clients objectives and clearly communicating all of the available options is what makes Jody a success.

Jody graduated from the University of Maryland Robert H Smith School of Business with a MBA, and a BS in Marketing and Logistics.   In his free time Jody enjoys running, hiking, biking, traveling and most of all spending time with his wife Kim, son Ryan daughter Taylor and mini Aussiedoodle Teddy.

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Launch Financial- How To Work Through Money Conversations With Your Significant Other, with David Pearl

Brad Sherman and Ashley Perlmutter are joined by David Pearl, LCSW a psychotherapist and consultant who specializes in treating professionals, couples, performing artists and athletes. Together we will explore tips and advice on the money conversations you should be having with your significant other and when entering a new relationship. When two people with different backgrounds, risk tolerances, and views on money begin to merge their lives, things can get messy. David will walk us through how to make those situations lighter and easier on your relationships.

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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