#128: Brad Sherman: Budgeting, Investing,&Building Wealth - a podcast by Anna Goldstein

Brad Sherman is the CEO of Sherman Wealth Management. He is committed to being an advocate for his clients, providing Fiduciary, conflict-free guidance so that they feel comfortable with their investment choices and strategies.

Brad knows – and has experienced – many of the issues that his clients face, whether it’s paying off student debt, saving up to purchase a home, creating a savings safety net, starting a family, or making smart choices about planning and saving for retirement.

He has over 15 years experience in the financial industry - his love for finance began when he then turned a dollar his grandmother had given him into five – and then fifty – dollars, it was clear he had an aptitude for smart saving, investing and wealth preservation!

He has contributed to The Wall Street Journal, CNBC, MarketWatch, Business Insider, and Investopedia.

In this episode, we talk about budgeting, compound interest, investing and building wealth.

 

If people want to find your financial tools where can they go?

 

Brad’s website: https://www.shermanwealth.com/

Twitter: https://twitter.com/shermanwealth

Instagram: https://www.instagram.com/shermanwealth/

Linkedin: https://www.linkedin.com/in/bradlsherman

 

Links

Atomic Habits: An Easy & Proven Way to Build Good Habits & Break Bad Ones by James Clear

https://www.amazon.com/Atomic-Habits-Proven-Build-Break/dp/0735211299/

 

Roth IRA

https://www.irs.gov/retirement-plans/roth-iras

 

The Importance of Financial Literacy

https://www.shermanwealth.com/the-importance-of-financial-literacy/

 

How parents talk about money differently to their sons and daughters

https://www.fastcompany.com/90283344/how-parents-talk-about-money-differently-to-their-sons-and-daughters

 

Further episodes of Profit with Purpose by Anna Goldstein

Further podcasts by Anna Goldstein

Website of Anna Goldstein