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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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High Inflation Money Strategy: Invest to Beat Inflation
Inflation is high; we discuss the strategy we both use to help clients understand and plan for it. We haven't seen inflation figures...
Bridget Sullivan Mermel CFP(R) CPA
Nov 16, 2021
Should I Invest in Bitcoin? Does cryptocurrency fit into your financial plan?
How should you think through buying bitcoin or other cryptocurrencies? Let’s face it: Bitcoin, Dogecoin, and other cryptocurrency are...
Bridget Sullivan Mermel CFP(R) CPA
Aug 7, 2021
Want Better Interest Than Banks are Paying? | I Bonds May Be Your Answer!
Inflation is going up, yet interest rates remain low. We talk about how I bonds are looking very appealing because they earn better...
Bridget Sullivan Mermel CFP(R) CPA
Jul 10, 2021
Inflation Anxiety: Three ways your financial plan can help
We’re facing what might be an inflationary people and many people are worried about it. We talk about three ways your financial plan can...
Bridget Sullivan Mermel CFP(R) CPA
Jun 28, 2021
The Stock Market is Going to Go Down. Prepare.
We don’t know when the stock market will crash, but we do know that eventually it will go down. It may stay down for two to three years....
Bridget Sullivan Mermel CFP(R) CPA
May 19, 2021
The M2 kettle is boiling with stimulus dollars. Should you act? What is M2 anyway?
TRANSCRIPT John: There's a lot of news out there about the coming boom in the economy. What to do about that? Find out on this episode of...
Bridget Sullivan Mermel CFP(R) CPA
May 10, 2021
How are Bonds Like Pickles?
Stock market up or down—should I sell? Financial planners are often are asked, “The stock market is at an all time high. Should I sell?”...
Bridget Sullivan Mermel CFP(R) CPA
Feb 15, 2021
Gamestop, Robinhood and Wise Financial Planning
With Reddit, Gamestop, Koss, Citadel, and Robinhood all involved—how do you sort it out? What does it mean for your investing? Bridget...
Bridget Sullivan Mermel CFP(R) CPA
Feb 6, 2021
QCD: Qualified Charitable Distributions can save you money on taxes
Bridget Sullivan Mermel CFP(R), CPA and John Scherer CFP(R) discuss taking Qualified Charitable Distributions (QCD)s from IRAs. This is...
Bridget Sullivan Mermel CFP(R) CPA
Dec 7, 2020
Gold and Silver: Is it time to buy?
CPA and CFP(R) Bridget Sullivan Mermel talks with CFP John Scherer about what they tell clients who are interested in buying silver and...
Bridget Sullivan Mermel CFP(R) CPA
Dec 6, 2020
Stock Market Up! Should I Sell?
Certified Financial Planners TM Bridget Sullivan Mermel and John Scherer discuss how to think through the emotions of a high stock market....
Bridget Sullivan Mermel CFP(R) CPA
Nov 10, 2020
What I Tell Clients Who Want to Buy Gold
“Okay,” the client said at the end of our meeting, after I had recommended my investment strategy, “I’ve just got one more question.” ...
Bridget Sullivan Mermel CFP(R) CPA
Jul 15, 2019
The Truth about Why to Invest in Real Estate
Don't buy real estate because you think it's an easy way to make money while in your underwear watching TV while eating Cheetos.
Bridget Sullivan Mermel CFP(R) CPA
Jul 9, 2019
2,557 Reasons Why You Should have International Stocks in your Portfolio
Even before Brexit passed, I got questions if it still makes sense to include international stocks in our portfolios. So I asked one...
Bridget Sullivan Mermel CFP(R) CPA
Jun 27, 2016
New Ways to Invest in Small Businesses
When nonprofessional investors are able to put money into small businesses, everyone can benefit. I met with Paul on Tuesday. He is the...
Bridget Sullivan Mermel CFP(R) CPA
Aug 31, 2015
Why Investments Smell
Why investments smell Our fridge finally died; we could also use a new dishwasher. So, when we found that a local retailer was...
Bridget Sullivan Mermel CFP(R) CPA
May 17, 2014
How do Guns Make the Grade in a Portfolio?
Dear Bridget, Recently I’ve read reports that the both the California and Chicago teachers pension funds are either reviewing or...
Bridget Sullivan Mermel CFP(R) CPA
Feb 4, 2013
Crisis: Real or Manufactured?
Dear Bridget, Is there anything we can/should do about the pending debt-ceiling deadline? Should I be getting cash out of the bank to...
Bridget Sullivan Mermel CFP(R) CPA
Jul 28, 2011
Safe Investing
Dear Bridget, In the 70s, when I was in high school, I shared a Pinto with my sister. She bought the gas, I bought the oil. When the...
Bridget Sullivan Mermel CFP(R) CPA
Aug 4, 2010
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