Ep. 42 Launch Financial-Estate Planning Isn't Just For The Wealthy with Adam Moskowitz
Release Date: 07/07/2021
Ep. 215 Launch Financial- 2024 Year End Review At Sherman Wealth
Launch Financial
Overview: 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
Launch Financial
Overview: 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
Launch Financial
Overview: 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:
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Ep. 212 Launch Financial- Uncertainty Rises on Future Rate Cuts
Launch Financial
Overview: 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:
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Ep. 211 Launch Financial- Stock Market Soars As Major Averages Hit Record Highs
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss the stock and bond markets following a huge week with the results of the Presidential Election, The Federal Reserve cutting interest rates 25-basis points, and a slew of corporate earnings. This week we await more corporate earnings in the retail sector, along with more core inflation reports. Show Notes:
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Ep. 210 Launch Financial- Presidential Election Day 2024
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we await the outcome of the 2024 Presidential Election, coupled with a big week ahead which awaits the Federal Reserve's conclusion of their two-day interest rate meeting. As we head into November, all eyes look towards the future of interest rate policy and year end finanical planning topics. Show Notes:
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Ep. 209 Launch Financial- Consumer Confidence Surges Amid Huge Earnings Week
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss a slew of economic data points and a big week of earnings reports to come. The market continues to hit fresh records as we head towards a potentially positive month of October in the market. Show Notes:
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Ep. 208 Launch Financial- Markets Continue Rally for A Strong October
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we disucss a strong stock market rally, with the S&P500 setting new records, up 10 of the past 11 months, 9 of the past 10 weeks, and 5 months in a row! October is financial planning month, so we continue to share some important year end financial planning items to hit before December 31st. Show Notes:
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Ep. 207 Launch Financial- S&P500 Marks its 45th Record High This Year
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss a big rally in the stock market, with the Dow and S&P500 reaching records highs, and the Dow crossing 43,000 for the first time. All eyes continue to be on bond and stock market, especially as the Federal Reserve gears up for their next interest rate meeting. Show Notes:
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Ep. 206 Launch Financial- October is Financial Planning Month
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss financial planning month, as well as a big week in the bond market, with yields spiking up to the highest levels in a few months. As we prepare for year end, there are many financial planning items to check off your list, so tune in to hear our top hits! 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