Bridget Sullivan Mermel CFP(R) CPA
New IRS Rules for Catch-Up Contributions and Their Potential Impact
John and Bridget discuss the new rules introduced by the IRS regarding catch-up contributions for individuals over the age of 50. The...
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Bridget Sullivan Mermel CFP(R) CPA
- 4 days ago
The Impact of Inflation on Retirement: A Closer Look
John Scherer and Bridget Sullivan Mermel discuss the impact of inflation on retirement in this episode of Friends Talk Financial...
Bridget Sullivan Mermel CFP(R) CPA
- Jul 11
The Fiduciary Standard: The Knighthood Oath for Financial Planners
`Welcome to another episode of Friends Talk Financial Planning! In this installment, we delve into the world of the Fiduciary Standard—a...
Bridget Sullivan Mermel CFP(R) CPA
- Jul 4
WSJ Quoted Me in Their Headline!
I was recently quoted in a Wall Street Journal article: "The 'You-Make-a-Lot-of-Money Tax' Hits More Americans" by Laura Saunders. Here's...
Bridget Sullivan Mermel CFP(R) CPA
- Jul 1
The No Budget Budget with Ken Robinson
Join us as we welcome a very special guest, Ken Robinson, the author of Don't Make a Budget: Why it's So Hard to Save Money and What to...
Bridget Sullivan Mermel CFP(R) CPA
- Jun 26
Donor Advised Funds - The Smart Way To Give!
Many people of heard about Donor Advised Funds (D.A.F.) but not everyone knows how powerful they can be to leverage charitable giving. ...
Bridget Sullivan Mermel CFP(R) CPA
- Jun 17
Donating: Feel Less Regret, More Happiness!
Giving money away can come with happiness or regret. Bridget Sullivan Mermel and John Scherer discuss how to avoid three flavors of...
Bridget Sullivan Mermel CFP(R) CPA
- Jun 11
Using I Bonds New Fixed Rate to Optimize Earnings
I Bonds New Fixed Rate is about double what it was before--up to .9% of your investment. In this video we talk through the strategies...
Bridget Sullivan Mermel CFP(R) CPA
- Jun 3
Your 200 Year Legacy | Nurture what Matters!
Your 200 Year Legacy is something that can be difficult to wrap your head around. Thinking about your legacy can enrich your life and...
wsmith224
- May 31
Money Buys Happiness BUT...| New Research reveals How it Works!
Money Buys Happiness But: Researchers have been trying to nail down how much money contributes to happiness for years. Daniel Kahneman...
Bridget Sullivan Mermel CFP(R) CPA
- May 22
Debt Ceiling Crisis: Should You Worry?
The debt limit ceiling is worrying a lot of people. By the end of this episode, you'll know: What is causing the debt ceiling crisis;...
Bridget Sullivan Mermel CFP(R) CPA
- May 16
Tax-efficient Giving | Make Your Kids and Grandkids Happy!
When you've reached a point in your life when you know you've got more than enough, you may think about passing along your financial...
Bridget Sullivan Mermel CFP(R) CPA
- May 9
Reasons to Sell I Bonds | Time to Ditch Your Latest BFF?
Reasons to Sell I Bonds: The new rate announced with Series I Bonds is 4.30%, which includes a .9% fixed rate. With the new interest...
Bridget Sullivan Mermel CFP(R) CPA
- May 2
4 Types of Tax Free Retirement Income | Paying zero tax can be fun!
Paying zero tax in retirement is possible, but it doesn't generally happen by accident. In this episode we discuss major sources of tax...
Bridget Sullivan Mermel CFP(R) CPA
- Apr 27
Why We Became Fee-Only Financial Planners | We Share our Stories
Hi, this is Bridget Sullivan Mermel. Why financial planning? Why fee-only? What's important to John Scherer and I? The first time John...
Bridget Sullivan Mermel CFP(R) CPA
- Apr 27
Athlete Investment Advice | We React!
Athlete Investment Advice | Sloan Stevens and Blake Griffith are two athletes who were profiled in a recent article. Both detailed their...
Bridget Sullivan Mermel CFP(R) CPA
- Apr 18
Will Schwab Fail? Silicon Valley Bank vs Schwab
Will Schwab fail? Is @CharlesSchwab next to go down? With recent uncertainty at banks, Schwab is in the news for all the wrong reasons....
Bridget Sullivan Mermel CFP(R) CPA
- Apr 17
Buying I Bonds Before Rates Drop? What's Best For You?
Buying Series I Bonds before the rates drops make sense for many people. The rate changes on May 1 for new purchases, but in 2023, you...
Bridget Sullivan Mermel CFP(R) CPA
- Apr 1
How to Protect Yourself from Identity Theft | Better Safe than Sorry!
It seems like every day we hear about new scams and new scandals with people stealing our identity. On this episode, we’ll talk about...
Bridget Sullivan Mermel CFP(R) CPA
- Mar 27
Banks Fail 2023 | FDIC Insurance Explained
If you're worried about what the Silicon Valley Bank and Signature Bank's recent closings, you'll want to understand exactly what money...
Bridget Sullivan Mermel CFP(R) CPA
- Mar 20
Roth for Kids and Grandkids | Making it Easy and Legit!
Kids benefit from Roth, just like grownups do. Children benefit from Roth can be great places to save money and it can be especially...
Bridget Sullivan Mermel CFP(R) CPA
- Mar 13
Number One Financial Skill for Retirement | Plus How to Make it Easy!
The number one financial skill for retirement means what you need to have mastered before you give up your job. It's not about...
Bridget Sullivan Mermel CFP(R) CPA
- Mar 13
Annuities vs Bond Ladder | Which One is Right for You?
Annuity vs Bond Ladder. Since bonds and CDs are making money again, people are interested in bonds and CD ladders. We wanted to get more...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 27
Recession-Proof Your Finances | Us vs ChatGPT
Recession-Proof Your Finances: Which gives better advice on recession-proofing your finances? Experts or ChatGPT? That's what we decided...
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