Synopsis
Each week, Brad Sherman, of Sherman Wealth Management, and Charlie Birney discuss personal finance and wealth strategies.
Episodes
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Ep. 231 Launch Financial- Earnings Season Continues Amid Hopes for Global Trade De-Escalation
22/04/2025 Duration: 14minOverview: Tune into this week's episode of Launch Financial as we discuss continued volaitlity in the markets as the global trade disputes continue and Trump sparks hostility with Federal Reserve Chair Jerome Powell. We will look to many earnings reports this week as earnings season continues giving insight on how corportations are reacting and preparing for the future global tarriff developments. Show Notes:
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Ep. 230 Launch Financial- Stocks Battle in Tariff-Induced Sell-Off
08/04/2025 Duration: 17minOverview: Tune into this week's episode of Launch Financial as we discuss an extremely volatile sell-off over the last week, with the market continuing to digest fears of a global trade war. In this episode we discuss historical market volatility and the importance of understanding your time horizon and risk tolerance as it relates to your portfolio. We will be continuing to watch how the global trade front and tariff news unfolds, check back in for more updates! Show Notes:
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Ep. 229 Launch Financial- Q1 Review & Financial Literacy Month
01/04/2025 Duration: 13minOverview: Tune into this week's episode of Launch Financial as we discuss a lookback of a bumpy Q1 in the stock and bond market as well as the current economic environment. Then, we shift the focus to your personal finances with our Spring Financial Checklist. With April being Financial Literacy Month, we highlight the importance of financial education and will be continuing to share practical tips to boost yourfinancial confidence. If you have any questions or inquiries, email info@shermanwealth.com. Show Notes:
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Ep. 228 Launch Financial- Markets Remain Volatile Awaiting More Tariff News
26/03/2025 Duration: 13minOverview: Tune into this week's episode of Launch Financial as we discuss continued market volatlity as all eyes await President's Trumps announcement that there will be more updates on the international tarriff front. As we head into the full swing of spring, we want to stress the importance of a spring financial tune up and check in, especially given current economic uncertainty and volatility. Show Notes:
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Ep. 227 Launch Financial- Federal Reserve Holds Interest Rates Steady Amid Correction Territory
20/03/2025 Duration: 13minOverview: Tune into this week's March Madness episode of Launch Financial as we discuss the current market correction and volatility coupled with a slew of economic data and the Federal Reserve's decision to hold interest rates steady. For more information email info@shermanwealth.com Show Notes:
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Ep. 226 Launch Financial-Recession Fears Heighten As Volatility Continues
11/03/2025 Duration: 14minOverview: Tune into this week's episode of Launch Financial as we discuss quite a week in the overall economy, with continued recession fears as extreme volatility continues to rattle the markets. If you have any questions on building your financial plan or revisiting your allocation amid the current volatility, email info@shermanwealth.com. Show Notes:
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Ep. 225 Launch Financial- Markets Face Volatility Amid Tariffs Taking Effect
04/03/2025 Duration: 12minOverview: Tune into this week's episode of Launch Financial as we discuss a very rocky market following Trump tarriffs on Mexico, Canada, and China going into effect. All eyes look to the Federal Reserve and now the forecast of future interest rate cuts later this year. Email info@shermanwealth.com with inquiries or questions. Show Notes:
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Ep. 224 Launch Financial- Plunging Consumer Confidence Amid Inflation Reports & Earnings
27/02/2025 Duration: 11minOverview: Tune into this week's episode of Launch Financial as we discuss a big week of economic news, including the much anticipated Nvidia earninga, plunging consumer confidence, and awaited PCE data. Show Notes:
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Ep. 223 Launch Financial- Markets Rally Amid Global Trade & Inflation Fronts
18/02/2025 Duration: 14minOverview: Tune into this week's episode of Launch Financial as we discuss a slew of economic data last week, including higher than anticipated inflation reports and announcements on the global trade front. The markets rallied amid this data and kicked off the week with the S&P500 hitting a fresh record high. Show Notes:
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Ep. 222 Launch Financial- Fed Is Not Eager To Ease Monetary Policy
11/02/2025 Duration: 12minOverview: Tune into this week's episode of Launch Financial as we disucss a big week ahead of inflationary data to start the year, comments from Fed Chair Jerome Powell stating there is no rush to ease monteary policy and cutting interest rates, and more! Show Notes:
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Ep. 221 Launch Financial-How Estate Planning Applies to All Stages of Life- With Adam Moskowitz
10/02/2025 Duration: 52minTune into this week’s episode of Launch Financial as we are joined for a second time by special guest and Head of Trusts and Estates Practice, Adam Moskowitz. On our previous episode with Adan, he helped simplify estate planning and explained how and why it’s so important, regardless of your status or wealth. On today's episode, we dive deeper into some of the misconceptions surrounding estate planning, and how it applies to all stages of life. 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 a
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Ep. 220 Launch Financial- Corporate Earnings Continue Amid Global Trade Developments
04/02/2025 Duration: 14minOverview: Tune into this week's episode of Launch Financial as we continue to discuss a slew of corporate earnings set to report this week following last week's tech disruption, Fed's decision to hold rates steady and global trade developments from the Trump Administration. Show Notes:
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Ep. 219 Launch Financial- Mega Cap Tech Earnings Lead The Week
28/01/2025 Duration: 11minOverview: Tune into this week's episode of Launch Financial as we discuss a huge week of economic data ahead, with mega cap tech earnings, breaking news in the tech AI world, inflation reports, and the Federal Reserve two-day FOMC interest rate decision meeting. Show Notes:
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Ep. 218 Launch Financial- Corporate Giants Set To Report Earnings in Week Ahead
21/01/2025 Duration: 11minOverview: Tune into this week's episode of Launch Financial as we discuss the bond and stock market reaction to last week's lighter than expected inflation reports and a week ahead with the inaguration and corporate earnings. Show Notes:
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Ep. 217 Launch Financial- Inflation Reports & Bank Earnings to Start 2025
14/01/2025 Duration: 13minOverview: Tune into this week's episode of Launch Financial as we discuss the December PPI report coming in cooler than expected, following three back to back weekly losses in the markets as we gear up for big bank earnings and the Federal Reserve interest rate decision later in the month. Show Notes: https://lamag.com/news/heres-where-to-find-resources-shelters-and-help-due-to-the-l-a-fires
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Ep.216 Launch Financial-Setting The Tone For A Financially Strong 2025
08/01/2025 Duration: 13minOverview: Tune into this week's episode of Launch Financial, the very first episode of 2025, to discuss 2024 in review, the bond and stock markets start to the year, mortgage rates hitting 6 month highs, and setting the tone for a succsessful year ahead using SMART goals and intentions. Email info@shermanwealth.com if you have any questions. Show Notes:
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Ep. 215 Launch Financial- 2024 Year End Review At Sherman Wealth
17/12/2024 Duration: 15minOverview: Tune into our final episode of Launch Financial in 2024 as we discuss the year and market in review, year-end financial planning items to tackle, and the much anticipated Federal Reserve interest rate meeting concluding tomorrow. Thank you all for listening and your support, and we wish you a Happy Holiday and New Year! Show Notes:
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Ep. 214 Launch Financial- Fed Awaits Key Inflation Data Ahead of Interest Rate Decision
10/12/2024 Duration: 13minOverview: Tune into this week's episode of Launch Financial as we discuss the markets coming off of record highs, as we await key inflation reports that will play a vital role in the Fed's interest rate decision at their meeting next week. Show Notes:
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Ep. 213 Launch Financial- Giving Tuesday & November Market Recap
03/12/2024 Duration: 15minOverview: Tune into this week's episode of Launch Financial as we recap a strong month of November in the markets, following the results of the Presidential Election and a slew of economic data. All eyes look to unemployment and labor data this week alongside earnings reports showing the strength of the consumer with more retailer earnings. Show Notes: https://shermanwealth.com/launch-financial-how-to-make-the-most-out-of-your-charitable-giving-this-year-with-elizabeth-goldstein/
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Ep. 212 Launch Financial- Uncertainty Rises on Future Rate Cuts
19/11/2024 Duration: 12minOverview: Tune into this week's episode of Launch Financial as we unpack a sharp fall in the market following last week's inflation data coming in slightly higher on an annualized rate. The percentage of a future interest rate cut now lies at just 55%. Head to our blog and social channels for more information on year end financial checklists and family financial education. Show Notes: Toys For Tots