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

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

Let's talk about some values that could be smart to talk about at the Thanksgiving table. From how you view money to how much you care...

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

This week our conversation is all about 4 common mistakes when gifting money to kids. Listen today so you don't make these same mistakes!...

Expecting? Congratulations! Listen today to hear our 6 financial planning tips for when baby is on the way. Here’s our checklist with six...

Just married or know someone who is? Listen today for how to manage money together for financial success in marriage. We discuss...

Getting married or know someone who is? Smart couples master these money moves before marriage! In today's conversation, we discuss...

This week we discuss legacy letters, which are personal letters written to loved ones to express values, life lessons, regrets, and love,...

In this insightful episode of Friends Talk Financial Planning (FTFP), we dive deep into the intersection of values, money, and freedom...

Join hosts Bridget and John in this thought-provoking episode of FTFP as they sit down with George Kinder, a pioneer in financial and...

Welcome to another insightful episode of Friends Talk Financial Planning! In today's special episode, we are joined by industry pioneer...

In this episode of FTFP, hosts John Scherer and Bridget Sullivan Mermel dive deep into the importance of comprehensive and collision...

In this informative episode, Bridget Sullivan Mermel and John Scherer discuss the foundational aspects of personal finance, known as the...

In this episode of Friends Talk Financial Planning, John and Bridget discuss the concerns facing many Americans today regarding home...

In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel uncover four hidden secrets that investment...

Join Bridget and John as they discuss the day in the life of a financial planner, sharing insights from their decades of experience in...

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

Join us as we welcome a very special guest, Ken Robinson, the author of Don't Make a Budget: Why it's So Hard to Save Money and What to...

Giving money away can come with happiness or regret. Bridget Sullivan Mermel and John Scherer discuss how to avoid three flavors of...

Your 200 Year Legacy is something that can be difficult to wrap your head around. Thinking about your legacy can enrich your life and...