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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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5 Money Habits More Important Than Investing For Building Wealth
In today’s episode, we discuss the five factors that have a greater impact on your financial success than investment returns. While...
Bridget Sullivan Mermel CFP(R) CPA
6 days ago
Reasons You Should Sell Now When The Market Is Down
This week on Friends Talk Financial Planning, we discuss the strategic reasons behind selling stocks during market downturns. Although it...
Bridget Sullivan Mermel CFP(R) CPA
Apr 27
Tax-Free Strategy: Transfer I Bonds to 529 Plans for Grandchildren's College Expenses
Can you use I Bonds to pay for your grandchildren's college education tax-free? In this episode of Friends Talk Financial Planning, John...
Bridget Sullivan Mermel CFP(R) CPA
Sep 2, 2024
Interest Rates & Stock Performance
Join John and Bridget as they delve into the relationship between interest rates and stock performance. Discover surprising insights that...
Bridget Sullivan Mermel CFP(R) CPA
Jun 24, 2024
How Presidential Elections Impact the Stock Market: Data and Insights
With the presidential election approaching, there's a lot of speculation on how it might impact the stock market and your investment...
Bridget Sullivan Mermel CFP(R) CPA
Jun 21, 2024
Stock Market and Inflation Trends: What Investors Need to Know
Join Bridget and John in this insightful episode of Friends Talk Financial Planning, where they delve into the ongoing implications of...
Bridget Sullivan Mermel CFP(R) CPA
May 23, 2024
The Benefits and Risks of Putting 100% of Your Investments into Stocks
In this week's episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel discuss the pros and cons of...
Bridget Sullivan Mermel CFP(R) CPA
Apr 15, 2024
Variable Annuities: The Truth About Guaranteed Rates of Return
In this episode of Friends Talk Financial Planning, John and Bridget discuss the truth behind guaranteed rates in variable annuities....
Bridget Sullivan Mermel CFP(R) CPA
Apr 1, 2024
Tax Time: How to Find Your 1099 INT for Sold I Bonds
In this video, Bridget and John discuss the process of finding the 1099-INT for selling I bonds in 2023. They walk through the steps of...
Bridget Sullivan Mermel CFP(R) CPA
Mar 24, 2024
Understanding Fixed Annuities: How They Work and Making Informed Financial Decisions
In this episode of Friends Talk Financial Planning, John and Bridget dig into the world of fixed annuities. They discuss the components...
Bridget Sullivan Mermel CFP(R) CPA
Mar 20, 2024
Three Deadly Annuity Mistakes
In this episode of Friends Talk Financial Planning, John and Bridget discuss the three deadly annuity mistakes that individuals should...
Bridget Sullivan Mermel CFP(R) CPA
Mar 10, 2024
Heart vs. Head in Financial Decisions: Choosing What Feels Right
In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel dive into the intricate balance between...
Bridget Sullivan Mermel CFP(R) CPA
Feb 11, 2024
Financial Predictions for 2024: Stock Market, Interest Rates, Taxes, and More!
Check out our latest episode of Friends Talk Financial Planning, where Bridget and John dive into their predictions for 2024. They...
Bridget Sullivan Mermel CFP(R) CPA
Feb 9, 2024
Should You Invest in International Stocks?
In this episode of FTFP, John and Bridget discuss the considerations and strategies for investing in international stocks. Bridget shares...
Bridget Sullivan Mermel CFP(R) CPA
Jan 18, 2024
Selling I Bonds: Is It a Wise Financial Move?
In this engaging episode of Friends Talk Financial Planning, hosts John and Bridget delve into the intricacies of selling I bonds,...
Bridget Sullivan Mermel CFP(R) CPA
Dec 4, 2023
Should You Consider Investing in I Bonds?
In this episode of Friends Talk Financial Planning, John and Bridget discuss the new rates for I bonds that changed on November 1. They...
Bridget Sullivan Mermel CFP(R) CPA
Nov 15, 2023
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 11, 2023
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 9, 2023
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 27, 2023
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 17, 2023
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