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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, 2024


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, 2024


Rich Taxes vs Poor Taxes
Join Bridget and John as they dive into the intriguing topic of "Rich Tax vs. Poor Tax" in this informative episode. Discover how the tax...
Bridget Sullivan Mermel CFP(R) CPA
May 23, 2024


Understanding RMDs and QCDs
In this episode of Friends Talk Financial Planning, John and Bridget address a viewer's question, breaking down the differences between...
Bridget Sullivan Mermel CFP(R) CPA
Jan 30, 2024


DAF vs QCD: The Jargon Battle
In this episode, John and Bridget discuss all things Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) and how to...
Bridget Sullivan Mermel CFP(R) CPA
Jan 10, 2024


Maximizing Donor-Advised Funds: Advanced Techniques for Tax Planning and Charitable Giving
In this episode of FTFP, John and Bridget dive into the advanced strategies of using donor-advised funds for charitable giving and tax...
Bridget Sullivan Mermel CFP(R) CPA
Dec 17, 2023


The Basics of Donor-Advised Funds: Tax Benefits and Flexible Charitable Giving Strategies
In this episode of Friends Talk Financial Planning, John and Bridget dive into the basics of Donor-Advised Funds. They discuss how these...
Bridget Sullivan Mermel CFP(R) CPA
Dec 12, 2023


Avoid IRS Penalties: Understanding Required Minimum Distributions (RMDs) and Secure Act 2.0
In this episode of Friends Talk Financial Planning, John and Bridget discuss the required minimum distributions (RMDs) and the recent...
Bridget Sullivan Mermel CFP(R) CPA
Nov 27, 2023


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 26, 2023


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 17, 2023


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 16, 2023


Financial Resolutions for 2023: You Tell Me Yours, I'll Tell You Mine!
Financial Resolutions for 2023. Both John Scherer and Bridget Sullivan Mermel are making them! And we're revealing them in this video....
Bridget Sullivan Mermel CFP(R) CPA
Jan 2, 2023


Smart Charitable Giving | 3 Pro Tips!
Smart Charitable Giving is relevant during this time of year. In this video, we talk about how to give money and save on taxes. Give...
Bridget Sullivan Mermel CFP(R) CPA
Nov 29, 2022


QCD from IRA: Save Big on Taxes While Helping Charity
Understanding QCDs, or Qualified Charitable Contributions can save you big on your taxes. As a practical matter, there are important...
Bridget Sullivan Mermel CFP(R) CPA
Nov 6, 2022


World Values Day: Learn the Formula for More Money, Meaning and Happiness!
October 20th, 2022 is World Values Day. Everybody agrees that they want more happiness in their life. In honor of World Values Day, John...
Bridget Sullivan Mermel CFP(R) CPA
Oct 28, 2022


Make More in Donations and Pay Less in Tax
If you want to make more in donations and pay less in tax, picking the right way to give to charity is crucial. In this video, we'll...
Bridget Sullivan Mermel CFP(R) CPA
Nov 26, 2021


Tax Secrets: What ProPublica reports about Billionaires can Help You Save, Too!
Many people feel that taxes are unfair. ProPublica recently reported how billionaires legally pay low taxes. We talk through—is there...
Bridget Sullivan Mermel CFP(R) CPA
Jul 29, 2021


What to Buy Graduates
If someone you know is celebrating a graduation, it's a great time to buy them a gift. We talk about 3 great graduation gifts that will...
Bridget Sullivan Mermel CFP(R) CPA
Jun 28, 2021


Donate Effectively: Improve your Impact, feel good!
Improve your impact, your effectiveness, and feel good while making the world a better place. We discuss how to find good charities both...
Bridget Sullivan Mermel CFP(R) CPA
Dec 26, 2020


Give Money, Feel Happy
“How should a client think about giving money to charity?” was the question my colleague posted on an adviser forum. I should know this,...
Bridget Sullivan Mermel CFP(R) CPA
Jul 15, 2019
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