Launch Financial With Brad Sherman

Informações:

Sinopse

Each week, Brad Sherman, of Sherman Wealth Management, and Charlie Birney discuss personal finance and wealth strategies.

Episódios

  • Ep. 166 Launch Financial- End of The Year Financial Checklist

    05/12/2023 Duração: 16min

    Overview: Tune into this week's episode of Launch Financial as we discuss November in the markets, along with some end of the year financial action items to check off before December 31st. Email info@shermanwealth.com if you have any questions or have any inquiries.    Show Notes: 

  • Ep. 165 Launch Financial- Giving Tuesday at Sherman Wealth

    28/11/2023 Duração: 14min

    Overview: Tune into this week's episode of Launch Financial as we discuss the markets and the strong November it saw, as well as Giving Tuesday and the efforts here at Sherman Wealth. Email info@shermanwealth.com if you are interested in our end of the year checklist and action items blog.  Show Notes:  Here’s Why To Consider A Donor Advised Fund 

  • Ep. 164 Launch Financial- Happy Thanksgiving From Sherman Wealth

    21/11/2023 Duração: 13min

    Overview: Tune into this week's episode of Launch Financial as we discuss retail sales and the consumer as we head into Thanksgiving week. How are you feeling about holiday shopping this Black Friday and Cyber Monday? Let us know!    Show Notes: 

  • Ep. 163 Launch Financial- October Core CPI Hits Two Year Low

    14/11/2023 Duração: 11min

    Overview: Tune into this week's CPI episode of Launch Financial as we discuss a cooler than expetced October CPI report, which marked the core CPI two-year low, as the consumer continues to cut back spending and prices cool off. We will be back with more inflation data and economic clues about the consumer following tomorrow's PPI report. If you have any questions, email info@shermanwealth.com.    Show Notes:

  • Ep. 162 Launch Financial- Market Bounces Back As Rates Tumble

    07/11/2023 Duração: 15min

    Overview: Tune into this week's episode of Launch Financial as we discuss the strong week the stock market had and the consequent impact that had on yields. For those who have been wondering how to maximize this higher for longer interest rate environment, tune in to learn more about higher yielding investement vehicles you can explore.  Show Notes:  The IRS Increased Retirement Contribution Limits for 2024

  • Ep. 161 Launch Financial-Happy Halloween From Sherman Wealth

    31/10/2023 Duração: 12min

    Overview: Happy Halloween Everyone! We hope you have a fun and safe evening tonight. This week we discussed October in the markets awaiting to see how they will respond to the Federal Reserve meeting and decision on "higher for longer" interest rate policy later this week. If you have any questions on interest rate flucuations and market volatility, let us know, info@shermanwealth.com  Show Notes: More details on I-Bonds: https://treasurydirect.gov/savings-bonds/i-bonds/  

  • Ep. 160 Launch Financial- Earnings Season Underway Amid Yield Spike

    24/10/2023 Duração: 14min

    Overview: Tune into this week's episode of Launch Financial as we discuss a big week of earnings following a big slew of economic data last week. This week we await GDP and PCE data which will provide further outlook on the future of interest rate and economic policy. Given the recent spike in yields, affordability in the housing market is impacting the consumers wallet. We will continue to watch for clues on future interest rate policy later this week.    Show Notes: 

  • Ep. 159 Launch Financial- Retail Sales Come In Better Than Expected Amid Earnings Season

    17/10/2023 Duração: 15min

    Overview: Tune into this week's episode of Launch Financial as retail sales are relased hotter than expected following last week's higher inflation data. We will continue to watch how the markets digest this all as well as earnings from large money center banks.    Show Notes:

  • Ep. 158 Launch Financial- Horrific Terrorist Attack and Impact on The Global Economy

    10/10/2023 Duração: 12min

    Overview: Tune into this week's episode of Launch Financial as we discuss the horrific events of the terrorist attack on Israel, following the impact this attack is having on the economy. Our hearts are with Israel and check out the resources below to help support.    Show Notes: https://docs.google.com/document/d/1-3iQLlCKI18rs0luiaGu8Be7RK02hhTOw61bw4QW5uY/edit 

  • Ep. 157 Launch Financial- Interest Rates Spike To Record Highs Amid Fed Outlook

    03/10/2023 Duração: 12min

    Overview: Tune into this week's episode of Launch Financial as we discuss interest rates spiking to record highs not seen since 2007, amid outlook on whether the Fed will maintain a tighter interest rate policy for longer.    Show Notes:

  • Ep. 156 Launch Financial- What Does the Fed's Decision To Hold Rates Steady Mean for You?

    26/09/2023 Duração: 11min

    Overview: Tune into this week's episode of Launch Financial as we discuss Septmeber in the stock market as well as the impact of the Fed keeping interest rates steady at their Spetmeber meeting. Are the Fed's rate hikes stinging you and your wallet? Let us know!    Show Notes:  Launch Financial- How To Work Through Money Conversations With Your Significant Other, with David Pearl

  • Ep. 155 Launch Financial- The Federal Reserve Meeting Kicks Off

    19/09/2023 Duração: 07min

    Overview: Tune into this week's episode of Launch Financial as we discuss the Federal Reserve two-day meeting where they will decide on the future of interest rate policy. We also discsused the impact inflation and rising costs are having on the consumer. Are you feeling the impacts of inflation? Let us know, info@shermanwealth.com. Show Notes:

  • Ep. 154 Launch Financial- August CPI Data Looms

    12/09/2023 Duração: 16min

    Overview: Tune into this week's episode of Launch Financial as we discuss the big upcoming week of economic data, including August CPI data, PPI data, Retail Sales, and Prelim Consumer Sentiment. As we head into this monster week of data and await future Fed interest rate policy outlook, make sure you are maximizing your financial suituation and understanding how to navigate this interest rate environment.  Show Notes:  https://shermanwealth.com/your-financial-checklist-for-september/ 

  • Ep. 153 Launch Financial- Your Fall Financial Checklist

    05/09/2023 Duração: 11min

    Overview: Tune into this week's episode of Launch Financial as we discuss the markets as they continue to digest economic data and we prepare for the fall. Make sure you re-visit your budget as we dive into the fall and prepare to tackle your goals by year end.  Show Notes:

  • Ep. 152 Launch Financial-Markets Price In Future Interest Rate Hikes

    29/08/2023 Duração: 14min

    Overview: Tune into this week's episode of Launch Financial as we discuss the markets as they continue to digest inflation data and Fed outlook on whether they will be another interest rate hike this fall. As consumer sentiment numbers finalize, how are you feeling about your spending? Gas prices are spiking up to highs for the year, are you feeling the impact? Let us know!  Show Notes:

  • Ep. 151 Launch Financial- Interest Rates and Yields Spike Higher Awaiting Future Fed Policy

    22/08/2023 Duração: 16min

    Overview: Tune into this week's episode of Launch Financial as we discuss spiking interest rates with the 2-Year Treasury yield and 30-Year Fixed hitting highs not seen in 20+ years. This week the market will continue to digest earnings reports from retailers to indicate the state of the consumer and thier senitment.  Show Notes:   

  • Ep. 150 Launch Financial- Consumer Sentiment Cools Slightly As Retail Sales Increased

    15/08/2023 Duração: 16min

    Overview: Join us on this week's episode of Launch Financial as we discuss retail sales increasing 0.7%, greater than expected, following last week's cooling consumer sentiment. With a big week ahead of retail earnings, the consumer may be cutting back on big ticket items, but still are spending money. How is your sentiment on the economy? Let us know!    Show Notes:

  • Ep. 149 Launch Financial-July CPI Data Released Less Than Expected

    10/08/2023 Duração: 11min

    Overview: Tune into this week's episode of Launch Financial as we discuss the July CPI report, which showed inflation gauge rose 3.2%, less than expected. Are you feeling the weight of inflation and increased prices? If so, on what? Email info@shermanwealth.com and let us know!    Show Notes:

  • Ep. 148 Launch Financial- July in the Markets

    01/08/2023 Duração: 16min

    Overview: Welcome back! Tune into this week's episode of Launch Financial as we discuss and recap the month of July the markets and economy. Last week, we saw lots of economic data and the Federal Reserve raised interest rates another 25 basis points. For questions and info, email info@shermanwealth.com.    Show Notes:

  • Ep. 147 Launch Financial- Markets Await Key Economic Data For Outlook On Future Rate Policy

    11/07/2023 Duração: 13min

    Overview: Tune into this week's episode of Launch Financial as we await key economic data, including CPI and PPI reports, which will be a key indicator of future interest rate policy and what the Federal Reserve will do at thier next meeting. As we are halfway thru the year, make sure you start thinking about scheudling your mid-year financial review to ensure you are on path to reach your yearly goals.    Show Notes:

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