In this episode of Friends Talk Financial Planning, John and Bridget talk about whether a 50-year mortgage is a financially smart idea, and if so, who would benefit the most from it. Some people argue in favor of 50-year mortgages for increased accessibility and inflation protections. Others argue against them for concerns about equity and other underlying issues. Don't miss this opportunity to parse through the advantages and disadvantages of 50-year mortgages! Resources:

Thinking about refinancing your mortgage? Bridget and John dive into the pros and cons of refinancing and help you determine if it's the right move for you. Join us as we discuss adjustable rate mortgages (ARMs), the benefits of a fixed 30-year mortgage, and key considerations when deciding whether to refinance. If you found this video helpful, please give it a thumbs up and hit that subscribe button. And be sure to check out the Alliance of Comprehensive Planners for more f

In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel dive into the intricate balance between making financially sound decisions and honoring our emotions and personal values. They discuss the scenario of paying off a mortgage early, the importance of liquidity and emergency funds, the emotional attachment to concentrated stock positions, and the significance of being intentional with financial choices. As they share their insights, they

In this episode of FTFP, John and Bridget discuss the challenges of selling a house and offer their insights and advice. From pricing strategies to considering carrying costs, they delve into the emotional and financial aspects of selling a property. Join them as they explore the decision-making process and the importance of taking into account the value of time and effort. Don't miss out on their valuable tips! Episode about Bridget selling her house: https://youtu.be/6dxsm

In this episode of Friends Talk Financial Planning, Bridget shares her personal experience of buying a house and the financial planning lessons she learned along the way. With the current real estate market characterized by low inventory and high interest rates, Bridget breaks down these factors and their impact on the buying process. She also discusses the unique circumstances of sellers in today's market and the challenges they may face in transitioning out of their homes.