Ep. 221 Launch Financial-How Estate Planning Applies to All Stages of Life- With Adam Moskowitz
Release Date: 02/10/2025
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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Ep. 246 Launch Financial- All Eyes On Federal Reserve Amid Central Bank Board Firing
Launch Financial
Overview: Tune into this week's episode of Launch Financial as all eyes are on the Federal Reserve board member removal from President Trump and the future of interest rate policy. A big week ahead for the tech space with Nvidia earnings reporting Wednesday. Email for inquiries or questions. Show Notes:
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Ep. 245 Launch Financial- Big Retail Earnings Week Signal the State of the Consumer
Launch Financial
Overview: Tune into this week's episode of Launch Financiasl as we discuss a big week ahead of economic data, particularly indicators on the state of the consumer with major retailers reporting earnings. We will also await further rhetoric from the Federal Reserve as we gear towards the September meeting. Show Notes: RSVP to Beers with Brad!
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Ep. 244 Launch Financial- Economic Data Indicates Economic Worry
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss a slew of economic reports and earnings that are stirring worry on the strength of the economy. All eyes remain on global trade developments and comments, as well as further outlook on the consumer and retailers from this week's earnings reports. Show Notes:
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Ep. 243 Launch Financial- Mega Cap Tech Earnings Post Strong Results
Launch Financial
Overview: Tune into week's episode of Launch Financial as we discuss a massive week of economic data including PCE inflationary data, strong earnings from mega cap tech firms of the "Magnificent Seven", and commentary from the Federal Reserve after holding interest rates steady for the time being. Stay tuned for more economic reporting and our thoughts! Show Notes:
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Ep. 242 Launch Financial- Major Averages Hit Fresh Records Amid Earnings Week
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss a big week of economic data including earnings season with megacap tech companies reporting, global trade developments, and major averages setting fresh records following last week's inflation readings. We will continue to look for clues on the economic landscape with earnings outlook and global trade updates. Show Notes:
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Ep. 241 Launch Financial- Markets Continue Recovery Rally with Nasdaq Hitting an All Time High
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we discuss a slew of economic data, including an overview of the Big Beautiful Bill, Federal Reserve rhetoric and continued push and pull between Jerome Powell and President Trump, as well as the continued market reocvery rally with the Nasdaq hitting all time highs this morning. All eyes continue to look out for global trade developments. Show Notes:
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Ep. 240 Launch Financial- S&P500 Sets Record to Close Out A Volatile Q2 & First Half of the Year
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we wrap up the second quarter of 2025 and reflect on how the markets volatile ride through the first half of the year. Plus we share our outlook for Q3 and beyond—and top of mind planning items to tackle for the rest of 2025. Email with any questions. Show Notes:
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Ep. 239 Launch Financial- Federal Reserve Emphasizes Wait & See Approach to Interest Rates
Launch Financial
Overview: In Episode 239 of Launch Financial, we’re gearing up for quarter end as well as a big week ahead as markets await several key economic indicators. We discuss the Federal Reserve’s continued “wait and see” approach to interest rate cuts, and how rising global geopolitical tensions are adding pressure and uncertainty to the economic outlook and markets. Tune in for a quick breakdown of what we are watching out for and thoughts on the current state of the economy. Show Notes:
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Ep. 238 Launch Financial- Retail Sales Slip In May As Consumers Digest Tariff Fears
Launch Financial
Overview: Tune into this week's episode of Launch Financial as we unpack the latest economic headlines starting with May’s lower-than-expected retail sales and what that might signal about consumer confidence heading into summer. We also preview the Federal Reserve’s interest rate meeting set to conclude tomorrow that is expected to hold rates steady. Plus, we drop some early hints about potential shifts in the tax code that could impact your financial planning 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: