Ep. 221 Launch Financial-How Estate Planning Applies to All Stages of Life- With Adam Moskowitz
Release Date: 02/10/2025
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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Ep. 220 Launch Financial- Corporate Earnings Continue Amid Global Trade Developments
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we continue to discuss a slew of corporate earnings set to report this week following last week's tech disruption, Fed's decision to hold rates steady and global trade developments from the Trump Administration. Show Notes:
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Ep. 219 Launch Financial- Mega Cap Tech Earnings Lead The Week
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss a huge week of economic data ahead, with mega cap tech earnings, breaking news in the tech AI world, inflation reports, and the Federal Reserve two-day FOMC interest rate decision meeting. Show Notes:
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Ep. 218 Launch Financial- Corporate Giants Set To Report Earnings in Week Ahead
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss the bond and stock market reaction to last week's lighter than expected inflation reports and a week ahead with the inaguration and corporate earnings. Show Notes:
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Ep. 217 Launch Financial- Inflation Reports & Bank Earnings to Start 2025
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss the December PPI report coming in cooler than expected, following three back to back weekly losses in the markets as we gear up for big bank earnings and the Federal Reserve interest rate decision later in the month. Show Notes:
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Ep.216 Launch Financial-Setting The Tone For A Financially Strong 2025
Launch Financial
Overview: Tune into this week's episode of Launch Financial, the very first episode of 2025, to discuss 2024 in review, the bond and stock markets start to the year, mortgage rates hitting 6 month highs, and setting the tone for a succsessful year ahead using SMART goals and intentions. Email if you have any questions. Show Notes:
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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:
info_outlineTune 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, 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:
- Why Estate Planning Applies to Every Stage of Life
- The importance of having a strong financial team
- Misconceptions on Estate Planning
Show Notes: