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Ep. 221 Launch Financial-How Estate Planning Applies to All Stages of Life- With Adam Moskowitz

Launch Financial

Release Date: 02/10/2025

Ep. 263 Launch Financial- Setting 2026 Financial Resolutions show art Ep. 263 Launch Financial- Setting 2026 Financial Resolutions

Launch Financial

Overview: Tune into our very first 2026 episode of Launch Financial as we welcome the New Year and discuss setting financial goals and resolutions for the year ahead. The markets kicked off the year strong and we will continue to watch for economic indicators as we head into January. Show Notes:   

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Ep. 262 Launch Financial-  Year End 2025 Market Review show art Ep. 262 Launch Financial- Year End 2025 Market Review

Launch Financial

Overview: Tune into our final 2025 episode of Launch Financial as we discuss 2025 in the markets, the Federal Reserve future rate cut outlook, and year end financial housekeeping checklist. Email  for any emails or inquiries and have a happy and healthy New Year! Show Notes:

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Ep. 261 Launch Financial- All Eyes Await Federal Reserve Rate Cut Meeting show art Ep. 261 Launch Financial- All Eyes Await Federal Reserve Rate Cut Meeting

Launch Financial

Overview: Tune into this week's episode of Launch Financial as we discuss a big week ahead with the Federal Reserve concluding their two-day interest rate meeting, as the market is pricing almost a 100% chance that interest rates are cut. As we head into the final weeks of the year, listen in for our year end financial planning tips.  Show Notes:

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Ep. 260 Launch Financial- December Financial Checklist show art Ep. 260 Launch Financial- December Financial Checklist

Launch Financial

Overview: Tune into this week's episode of Launch Financial as we discuss November in the markets, the upcoming Federal Reserve meeting, and year end planning items to tackle before December 31st. Email with any questions or inquiries.    Show Notes:

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Ep. 259 Launch Financial- Thanksgiving Week in The Markets show art Ep. 259 Launch Financial- Thanksgiving Week in The Markets

Launch Financial

Overview: Tune into this week's episode of Launch Financial as we discuss November in the markets and recent volatility approaching the holidays. All eyes remain on the Federal Reserve and their increasing probability of cutting interest rates at their December meeting. We hope you all have a wonderful Thanksgiving and holiday season!  Show Notes:

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Ep. 258 Launch Financial- Markets Slip Over AI Valuation Concerns show art Ep. 258 Launch Financial- Markets Slip Over AI Valuation Concerns

Launch Financial

Overview: Tune into this week's episode of Launch Financial as we discuss a retreat in the markets over artificial inteligence valuation concerns and the tech bubble. All eyes remain on whether the Federal Reserve will be able to cut interest rates at their December meeting as the probability has tumbled from over 90% a month ago. For any questions or inquiries, email   Show Notes:  

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Ep. 257 Launch Financial- Markets Rally as Government Shutdown Nears an End show art Ep. 257 Launch Financial- Markets Rally as Government Shutdown Nears an End

Launch Financial

Overview: Tune into this week's episode of Launch Financial as we discuss continued corporate earnings, the tech and AI bubble, and the potential end of the government shut down. All eyes remain on the consumer, key inflation data, and its impact on the Federal Reserve!  Show Notes:

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Ep. 256 Launch Financial-Markets Await Data from Corporate Earnings show art 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 show art 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 show art 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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More Episodes

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, 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 amoskowitz@bregmanlaw.com. 

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:

https://www.bregmanlaw.com/