Ep. 42 Launch Financial-Estate Planning Isn't Just For The Wealthy with Adam Moskowitz
Release Date: 07/07/2021
Ep. 256 Launch Financial-Markets Await Data from Corporate Earnings
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss a big week ahead of corporate earnings following a 25 basis point interest rate last week from the Federal Reserve. All eyes remain on the continued government shutdown and the AI bubble and its impact on the market. Show Notes:
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Ep. 255 Launch Financial- Markets Notch All Time Highs Awaiting Fed Rate Decision
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss a monster week of earnings, economic data, and the Federal Reserve on their two-day interest rate meeting and decision. All eyes are on the government shut down, markets notching all time highs, and earnings season concluding. Show Notes:
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Ep. 254 Launch Financial- Crucial Week Ahead for Q3 Earnings Season
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss a big week ahead for Q3 earnings season with a slew of companies reporting today through the rest of the week. Over 75% of the S&P 500 companies that have posted results so far have beaten expectations, and all eyes remain on updates to the government shut down, global trade developments, and the future of interest rate cuts. Email with questions or inquiries. Show Notes:
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Ep. 253 Launch Financial- Strong Start to Earnings Season to Kick off the Week
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss updates on the global trade front which rocked the market causing them to retreat last week from record highs. All eyes continue to be on the government shut down along with a strong start to earnings season from large money center banks. For more questions on the state of the economy and inquiries on planning items to tackle in Q4, email . Show Notes:
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Ep. 252 Launch Financial- Markets Surge on AI Bubble Amid Government Shutdown
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss record highs in the markets led by tech and the AI bubble, as investors simultaneously look for more answers and clarity on the government shut down as it heads into its second week. Show Notes:
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Ep. 251 Launch Financial- Strong September to Close out Q3
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss Q3 and September review in the markets to close out the month, as well as potential impending government shut down ahead later this week. Show Notes: RSVP To Barre & Financial Balance Event (Sherman Wealth x New Ways Barre)
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Ep. 250 Launch Financial- Markets Digest Big Week Impacted By AI
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss a big week ahead with PCE, the Fed's preferred measure of inflation, coming off last week's 25-basis point interest rate cut from the Federal Reserve. All eyes this week are on the AI boom and its impact on the tech industry and companies. Show Notes:
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Ep. 249 Launch Financial- Markets Rally Ahead of The Fed Interest Rate Cut Decision
Launch Financial
Overview: Tune into this week's episode of Launch Finanical as we discuss a big week ahead with the Federal Reserve two-day interest rate meeting kicking off today. The market is pricing in a 25 basis point interest rate cut from the Federal Reserve while all eyes continue to be on the labor market, inflation, and the market reaching record highs. Tune in tomorrow for more! Show Notes:
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Ep. 248 Launch Financial- Nasdaq Notches Record High Amid Worries On the Economy
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss investors worry over the state of the US economy following last week's weaker than expected jobs report. All eyes are on a big week ahead with CPI and PPI data that may impact the Federal Reserve's decision on the future of interest rates at their meeting next week. Show Notes:
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Ep. 247 Launch Financial- Investors Worry Over Global Trade News to Kick Start September
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss investors worry over global trade developments, tariffs, and yields as we enter September and leave a strong summer behind. All eyes are on a big week ahead of earnings reports and jobs report on Friday that may impact the Federal Reserve on their stance of cutting rates ahead of their meeting later this month. Show Notes:
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Tune into this week’s episode of Launch Financial as we are joined by special guest and Head of Trusts and Estates Practice, Adam Moskowitz. On this episode, Adam helps simplify estate planning and explains how it's necessary and accessible for everyone, regardless of wealth and age. Listen til the end to learn about Adam's complimentary special offer, the "Ashley P. Special".
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 administration for trusts and estates of all sizes, working closely with the fiduciary and beneficiaries.
Prior to joining BBS&G, Adam was a partner at a boutique estate and trust planning, administration and litigation firm in Bethesda, Maryland. To contact Adam for estate planning help, visit his website or send him an email at [email protected].
What You’ll Learn:
- Estate Planning 101
- How to Get Started
- Why It's Crucial To Start Early & More
Show Notes:
Your Estate Planning Checklist