Welcome! Bridget Sullivan Mermel and John Scherer talk introduce themselves and talk about why they started the channel, Friends Talk Financial Planning.

What should you know about the tax law changes for 2025 and 2026? In this episode of Friends Talk Financial Planning, John and Bridget discuss the new tax law changes that you should know about for the final quarter of 2025 and the entirety of 2026. There’re lots of tax planning strategies to consider at this time of year, especially given the recent tax law changes. Don’t miss this opportunity to learn how you can make the most of these changes! Resources: - Alliance of C

Let's talk about if the market is quietly setting up for a correction or a full crash in 2025 and 2026. You’ll see what current economic data might be signaling about the months ahead. We’ll compare today’s conditions to past market cycles and talk about the key numbers a lot of investors are missing. Resources: - Alliance of Comprehensive Planners: https://www.acplanners.org - John's firm website: https://www.trinfin.com - Find us on Facebook: https://www.facebook.com/

Why do great investors think like tennis players? In this episode of Friends Talk Financial Planning, Bridget proposes three similarities between successful tennis players and successful investors. From using the resources available to taking risks to mastering the mental game, there are ways that you can learn to succeed in tennis and finance. Whether you are an avid tennis fan or not, don’t miss this advice! Resources: - Alliance of Comprehensive Planners: https://www.ac

While Venmo and Zelle are very simple to pay friends and family, there are downsides of using these businesses that most people don't know. In this video, we'll talk about the real cost of using these platforms, and the opportunity cost of having your money stay with these platforms. Resources: - Alliance of Comprehensive Planners: https://www.acplanners.org - John's firm website: https://www.trinfin.com - Find us on Facebook: https://www.facebook.com/friendstalkfinancial

Let’s talk about whether investors should stay the course or pull back when markets take a sharp downturn. It highlights the emotional...

In this episode of Friends Talk Financial Planning, we talk about some ways that the wealthy use to pay less taxes. Whether or not you...

Let's talk about some values that could be smart to talk about at the Thanksgiving table. From how you view money to how much you care...

Major changes to charitable giving tax laws are reshaping how donations impact your taxes. In this video, we break down the latest rules, limits, and strategies every donor needs to understand. You’ll learn how these updates affect deductions, required documentation, and tax planning for individuals and businesses. We’ll also cover common mistakes to avoid and how to maximize the impact of your giving under the new rules. Resources: - Alliance of Comprehensive Planners:..

Which type of bond is best for your portfolio? In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan...