Bridget Sullivan Mermel CFP(R) CPA
Year End Tax Tips: 'Tis The Season To Save BIG With Tax Planning
Year end tax tips can be helpful when tax planning to help you save BIG this tax season. Bridget and John offer various tips that can...
top of page
Fee Only Financial Advisors Speak To You...
Managing your money, emotions, and meaning of life...
Search
Bridget Sullivan Mermel CFP(R) CPA
Nov 28
Don't Panic! Catch Up On Retirement Savings - It's Not Too Late!
Catch up on retirement savings - it's not too late to start saving today! Do you struggle with saving money? Take responsibility for your...
Bridget Sullivan Mermel CFP(R) CPA
Nov 19
Tax Changes Post Election: What To Expect And How To Prepare
Tax changes post election - what can you expect and how can you prepare for these changes? Join us this week as Bridget and John discuss...
Bridget Sullivan Mermel CFP(R) CPA
Nov 19
Separating Politics From Your Portfolio: What To Know About The Stock Market & Economy Post-Election
Separating politics from your portfolio: what to know about the stock market and economy post-election. In this episode of Friends Talk...
Bridget Sullivan Mermel CFP(R) CPA
Nov 6
Do I Have Enough Saved To Retire? I Am Afraid I Am Not On Track!
I just turned 50. I have $100,000 saved. Do I have enough saved to retire? In this episode of Friends Talk Financial Planning, hosts...
Bridget Sullivan Mermel CFP(R) CPA
Oct 27
Should You Do a Roth Conversion? Key Factors to Consider
Welcome back to Friends Talk Financial Planning! In today’s episode, Bridget and John discuss the strategic world of Roth conversions....
Bridget Sullivan Mermel CFP(R) CPA
Oct 27
IRA Inheritance Rules Explained: What You Need to Know
Inheriting an IRA can be overwhelming, especially with the recent changes in tax laws. In this episode, Bridget and John break down the...
Bridget Sullivan Mermel CFP(R) CPA
Oct 27
George Kinder on Values, Freedom, and Financial Planning
In this insightful episode of Friends Talk Financial Planning (FTFP), we dive deep into the intersection of values, money, and freedom...
Bridget Sullivan Mermel CFP(R) CPA
Oct 27
George Kinder Shares Vision of Legacy and Freedom
Join hosts Bridget and John in this thought-provoking episode of FTFP as they sit down with George Kinder, a pioneer in financial and...
Bridget Sullivan Mermel CFP(R) CPA
Sep 30
Understanding Fiduciary Financial Advisors with Industry Pioneer George Kinder
Welcome to another insightful episode of Friends Talk Financial Planning! In today's special episode, we are joined by industry pioneer...
Bridget Sullivan Mermel CFP(R) CPA
Sep 30
Can You Afford to Retire with Credit Card Debt?
Welcome to FTFP! In this episode, hosts Bridget Sullivan Mermel and John Scherer dive into a critical topic: retiring with credit card...
Bridget Sullivan Mermel CFP(R) CPA
Sep 30
Should You Refinance Your Mortgage?
Thinking about refinancing your mortgage? Bridget and John dive into the pros and cons of refinancing and help you determine if it's the...
Bridget Sullivan Mermel CFP(R) CPA
Sep 8
Top Spots To Safely Store Your Money Today
In this episode of Friends Talk Finanical Planning, Bridget Sullivan Mermel and John Scherer discuss smart strategies for parking your...
Bridget Sullivan Mermel CFP(R) CPA
Sep 8
Understanding the Tax Implications After Losing a Spouse
When someone loses a spouse, there are numerous financial changes that occur. One major change is in their tax situation. In this episode...
Bridget Sullivan Mermel CFP(R) CPA
Sep 3
Saving for College: Some Would Say It's Stupid?
John thinks saving for college is stupid. That's going to be our topic today on Friends Talk Financial Planning. Join Bridget Sullivan...
Bridget Sullivan Mermel CFP(R) CPA
Sep 2
Navigating Health Insurance Before Medicare: Tips for Early Retirees
Are you considering retiring before age 65 and worried about covering healthcare costs before Medicare kicks in? You're not alone! In...
Bridget Sullivan Mermel CFP(R) CPA
Sep 2
Prepare for 2026 Tax Rate Changes: Strategies
Join John and Bridget in this episode of Friends Talk Financial Planning as they delve into the upcoming tax rate changes scheduled for...
Bridget Sullivan Mermel CFP(R) CPA
Sep 2
Tax-Free Strategy: Transfer I Bonds to 529 Plans for Grandchildren's College Expenses
Can you use I Bonds to pay for your grandchildren's college education tax-free? In this episode of Friends Talk Financial Planning, John...
Bridget Sullivan Mermel CFP(R) CPA
Aug 5
Should You Loan or Gift Money to Family and Friends?
Should you loan or give money to friends and family? It's a common dilemma, and today, Bridget and John dive into the best practices for...
Bridget Sullivan Mermel CFP(R) CPA
Aug 5
Navigating Long-Term Care Insurance: Is It the Right Choice for You?
Are you considering long-term care insurance but feeling overwhelmed with all the options and details? Look no further! Join us, Bridget...
Bridget Sullivan Mermel CFP(R) CPA
Aug 5
When to Start Claiming Social Security?
In this episode of Friends Talk Financial Planning, Bridget and John dive into one of the most debated topics in personal finance: When...
Bridget Sullivan Mermel CFP(R) CPA
Jul 8
Debunking Financial Myths: Savings and Debt Over Inflation and Economy
In this episode of Friends Talk Financial Planning, Bridget and John dive into a fascinating survey conducted by Northwestern Mutual,...
Bridget Sullivan Mermel CFP(R) CPA
Jul 2
Retirement Age
In today's episode, Bridget and John explore the surprising reality of retirement age. Despite common perceptions, most people retire...
Bridget Sullivan Mermel CFP(R) CPA
Jun 24
Interest Rates & Stock Performance
Join John and Bridget as they delve into the relationship between interest rates and stock performance. Discover surprising insights that...
bottom of page