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Interested in Personal and Financial Planning?
Welcome! Bridget Sullivan Mermel and John Scherer talk introduce themselves and talk about why they started the channel, Friends Talk Financial Planning.
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Should You Stay Invested During a Market Crash (and what NOT to do)
Let’s talk about whether investors should stay the course or pull back when markets take a sharp downturn. It highlights the emotional...
Bridget Sullivan Mermel CFP(R) CPA
2 days ago
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How the Wealthy Avoid Taxes (and how You Can, Too)
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...
Bridget Sullivan Mermel CFP(R) CPA
Sep 30
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Values that the Wealthy Talk About at the Thanksgiving Table
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...
Bridget Sullivan Mermel CFP(R) CPA
Sep 24
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NEW Charitable Giving Tax Laws - Everything You Need to Know!
Major changes to charitable giving tax laws are reshaping how donations impact your taxes. In this video, we break down the latest rules,...
Bridget Sullivan Mermel CFP(R) CPA
Sep 18
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The 4 Types of Bonds and Which One is BEST for Your Portfolio
Which type of bond is best for your portfolio? In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan...
Bridget Sullivan Mermel CFP(R) CPA
Sep 9
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Should You Buy a Vacation Home? Here are the Regrets to Avoid
What are the advantages and disadvantages of buying a vacation home? In this episode of Friends Talk Financial Planning, John and Bridget...
Bridget Sullivan Mermel CFP(R) CPA
Sep 2
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5 IMPORTANT Things Financial Planners Miss (and Could Cost You Thousands)
Let’s talk about 5 things that financial planners miss when working with their clients. From not planning for Social Security, to not...
Bridget Sullivan Mermel CFP(R) CPA
Aug 28
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Everything You Need to Know about the Social Security Fairness Act in 2025
The Social Security Fairness Act has been reintroduced in 2025 — and it could change retirement benefits for millions of workers. If...
Bridget Sullivan Mermel CFP(R) CPA
Aug 19
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Is It Worth Contributing to a Bad Employer 401(k) Plan? Here's What to Do!
In this video, we'll talk about how to decide whether contributing to a bad 401(k) plan is worth it. You’ll learn the key factors to...
Bridget Sullivan Mermel CFP(R) CPA
Aug 12
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