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

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

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

What are the advantages and disadvantages of buying a vacation home? In this episode of Friends Talk Financial Planning, John and Bridget...

This week we focus on the benefits of bond ladders over bond funds for financial planning, particularly in retirement. We discuss three...

In today’s episode, we discuss the five factors that have a greater impact on your financial success than investment returns. While...

This week on Friends Talk Financial Planning, we discuss the strategic reasons behind selling stocks during market downturns. Although it...

Can you use I Bonds to pay for your grandchildren's college education tax-free? In this episode of Friends Talk Financial Planning, John...

Join John and Bridget as they delve into the relationship between interest rates and stock performance. Discover surprising insights that...

With the presidential election approaching, there's a lot of speculation on how it might impact the stock market and your investment...

Join Bridget and John in this insightful episode of Friends Talk Financial Planning, where they delve into the ongoing implications of...

In this week's episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel discuss the pros and cons of...

In this episode of Friends Talk Financial Planning, John and Bridget discuss the truth behind guaranteed rates in variable annuities....

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...

In this episode of Friends Talk Financial Planning, John and Bridget dig into the world of fixed annuities. They discuss the components...

In this episode of Friends Talk Financial Planning, John and Bridget discuss the three deadly annuity mistakes that individuals should...

In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel dive into the intricate balance between...

Check out our latest episode of Friends Talk Financial Planning, where Bridget and John dive into their predictions for 2024. They...

In this episode of FTFP, John and Bridget discuss the considerations and strategies for investing in international stocks. Bridget shares...

In this engaging episode of Friends Talk Financial Planning, hosts John and Bridget delve into the intricacies of selling I bonds,...