Launch Financial with Brad Sherman.

Brad Sherman
  • 4.0 (4)
  • Investing
  • Updated Monthly

Brad Sherman, of Sherman Wealth Management, talks about finances, investing and much more...

  1. 5d ago

    Ep. 279 Launch Financial- Markets Face Volatility to Kick Off June

    Overview: As we kick off June and head into the heart of summer, we discussed what investors should be paying attention to amid the recent market volatility. While headlines continue to focus on inflation, interest rates, tariffs, and economic uncertainty, we explored why staying disciplined and focused on long-term goals remains critical, especially given the rollercoaster we've seen in the markets. We also covered June planning checklist items to tackle this summer and how this is a pivotal point in the year to make impactful financial decisions.  Show Notes:

    10 min

  2. Jun 3

    Ep. 278 Launch Financial- The Hidden Value of Rebalancing Your Portfolio Amid Volatility

    Overview: After a brief hiatus, we're back just in time for the start of summer. Join us on this week's episode of Launch Financial as we discuss what's been driving markets lately, why volatility can make investors uneasy, and the importance of staying focused on your long-term plan. Given where the markets were just a few months back in March to the recent record highs, it might be prudent to take a look at your portfolio to identify if it has drifted from its targets. Tune in for our thoughts and insights on financial planning items to tackle to start June, and email info@shermanwealth.com with any questions.  Show Notes:

    11 min

  3. Apr 28

    Ep. 277 Launch Financial- Markets Continue to Spike as All Eyes Are On Earnings Season & The Fed

    Overview: Tune into this week's episode of Launch Financial as we discuss a big week ahead with teh Federal Reserve kicking off their FOMC interest rate meetinng, inflation data, and the Magnificent Seven reporting earnings. All eyes look to the markets just off record highs as we await more economic clarity.  Show Notes:

    12 min

  4. Apr 15

    Ep. 274 Launch Financial- Utilizing Your Tax Return To Improve Your Financial Plan

    Overview: Tune into this week's episode of Launch Financial as we break down a strong week in the markets, with stocks continuing to surge amid growing investor optimism around the potential end of the Iran war. We're also keeping a close eye on key economic data, including the latest Producer Price Index report, along with fresh insights on the consumer coming from major bank earnings throughout the week. On the financial planning side, with Tax Day here, we discuss how to use your 2025 tax return as a planning tool, helping you fine-tune your strategy and realign your financial roadmap for the rest of the year. Show Notes:

    10 min

  5. Mar 10

    Ep. 272 Launch Financial- Oil Prices Remain Volatile on Geo-Political Developments

    Overview: Tune in to this week's episode of Launch Financial as we break down the major developments that drove market volatility at the end of last week. We also look ahead to the key events shaping the markets in the days ahead, including earnings and updates from major retailers and tech companies, along with critical inflation data, Consumer Price Index (CPI) and the Fed's preferred inflation gauge, the Personal Consumption Expenditures (PCE) index. Show Notes:

    11 min

  6. Mar 3

    Ep. 271 Launch Financial- Market Faces Steep Losses on Geopolitical Conflicts

    Overview: Tune into this week's episode of Launch Financial as we discuss major losses in the markets following geopolitical conflicts. Markets had nowhere to hide as gold pulled back, volatility spiked to its highest level since November, and oil surged for a second straight day — pushing Treasury yields higher on renewed inflation fears just as investors are counting on Fed rate cuts.  Show Notes:

    9 min

  7. Feb 24

    Ep. 270 Launch Financial- Markets Face Volatility On AI Disruption Concerns

    Overview: Tune into this week's episode of Launch Financial as we discuss a rocky week in the markets over AI disruption concerns, global trade issues, and Federal Reserve rhetoric on future interest rate policy. We will see a big week ahead of home improvement company earnings along with Nvidia and other tech companies.  Show Notes:

    8 min

  8. Feb 17

    Ep. 269 Launch Financial- Market Faces Volatility on AI Disruptions

    Overview: Tune into this week's episode of Launch Financial as we discuss a big week in the markets as it continues to get hit on fears that AI could replace the software sector. All eyes remain on key economic data including the Fed's preferred measure of inflation, PCE, on Friday. For questions or inquire, email info@shermanwealth.com.  Show Notes:

    9 min
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Brad Sherman, of Sherman Wealth Management, talks about finances, investing and much more...

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