Ep. 42 Launch Financial-Estate Planning Isn't Just For The Wealthy with Adam Moskowitz
Release Date: 07/07/2021
Ep. 230 Launch Financial- Stocks Battle in Tariff-Induced Sell-Off
Launch Financial
Overview: 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
Launch Financial
Overview: 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 Show Notes:
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Ep. 228 Launch Financial- Markets Remain Volatile Awaiting More Tariff News
Launch Financial
Overview: 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
Launch Financial
Overview: 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 Show Notes:
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Ep. 226 Launch Financial-Recession Fears Heighten As Volatility Continues
Launch Financial
Overview: 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 Show Notes:
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Ep. 225 Launch Financial- Markets Face Volatility Amid Tariffs Taking Effect
Launch Financial
Overview: 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 with inquiries or questions. Show Notes:
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Ep. 224 Launch Financial- Plunging Consumer Confidence Amid Inflation Reports & Earnings
Launch Financial
Overview: 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
Launch Financial
Overview: 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
Launch Financial
Overview: 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
Launch Financial
Tune 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,...
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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