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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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Avoid Valentine Gift Disasters: Buy a Decent gift
When getting a Valentine's Day gift, most of us just want to Avoid Valentine Gift Disasters. We talk through strategies backed by...
Bridget Sullivan Mermel CFP(R) CPA
Jan 23, 2022
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Socially Responsible Investing for Good Returns: How to Invest in ESG without Lower Returns
Socially Responsible Investing means lower returns to some people. It doesn't have to. In this video, we explain how to get market...
Bridget Sullivan Mermel CFP(R) CPA
Dec 18, 2021
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4 Mistakes People Make When They Find a Financial Planner
Finding a financial planner can be difficult. They all sound the same when they say they care about their clients. How can a normal...
Bridget Sullivan Mermel CFP(R) CPA
Nov 27, 2021
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Make More in Donations and Pay Less in Tax
If you want to make more in donations and pay less in tax, picking the right way to give to charity is crucial. In this video, we'll...
Bridget Sullivan Mermel CFP(R) CPA
Nov 26, 2021
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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
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Fee-only or Fee-based financial advisor: What's the Difference?
What's the difference between a Fee-only or fee-based financial advisor? It turns out, the difference is significant. We’ve talked in...
Bridget Sullivan Mermel CFP(R) CPA
Nov 11, 2021
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3 Questions to Ask when Finding a Financial Advisor
When you look for a financial advisor, there are three questions you absolutely must ask. Finding a financial advisor can be difficult....
Bridget Sullivan Mermel CFP(R) CPA
Oct 27, 2021
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Give I Bonds to Kids: Save Tax, More Flexible than 529s
Series I Bonds savings bonds are currently paying more interest than other safe investments. That means a lot of people are paying...
Bridget Sullivan Mermel CFP(R) CPA
Oct 16, 2021
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Eliminate Money Hurdles to Improve Your Finances: Darcy Luoma Talks Financial Planning
Money hurdles can make people feel helpless to improve their relationship with their finances. Darcy Luoma joins Bridget Sullivan Mermel...
Bridget Sullivan Mermel CFP(R) CPA
Oct 5, 2021
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Special Guest Darcy Luoma Talks Money: Three Steps to More Intentional Personal Finance
Darcy Luoma describes how you can become more intentional with your money. Our Special Guest Darcy Luoma will help us understand! She's...
Bridget Sullivan Mermel CFP(R) CPA
Sep 28, 2021
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Thinking about Renting Out Your Vacation Home? Consider this!
Bridget got a question this week--what are the pros and cons of renting out your vacation home? John is a CFP® who owns a vacation home....
Bridget Sullivan Mermel CFP(R) CPA
Aug 2, 2021
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Vacation and Happiness
Since COVID restrictions are being lifted and people are wanting to do something--anything--we talk about how we think about vacation. ...
Bridget Sullivan Mermel CFP(R) CPA
Jul 5, 2021
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The Don't Cut Spending Budget
TRANSCRIPTION John: Do you think you might have a budgetary issue? Find out why not cutting back on your spending might be the best...
Bridget Sullivan Mermel CFP(R) CPA
May 10, 2021
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Feel happier when buying a car: Your Wife or Husband will Thank You
Considering a car loan? Most people consider the numbers. We talk about the money, but also talk about how the loan may make you feel. ...
Bridget Sullivan Mermel CFP(R) CPA
Apr 1, 2021
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Meaning Money and a Question: You have 5 Years to Live, What Do You Do?
Financial Planners Bridget Sullivan Mermel CFP® CPA and John Scherer CFP® talk about how they use (and don’t use) a classic financial...
Bridget Sullivan Mermel CFP(R) CPA
Feb 22, 2021
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Win at the Lottery (whether your number comes up or not)
What does what you thinking about winning the lottery say about your life now? Let's take it a step further... So what if it really...
Bridget Sullivan Mermel CFP(R) CPA
Jan 16, 2021
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Habits and Goals: Be effective and happy while improving your life
Bridget Sullivan Mermel CFP® CPA and John Scherer CFP® talk about how to form effective goals and establish new habits. Resolutions are...
Bridget Sullivan Mermel CFP(R) CPA
Jan 8, 2021
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Donate Effectively: Improve your Impact, feel good!
Improve your impact, your effectiveness, and feel good while making the world a better place. We discuss how to find good charities both...
Bridget Sullivan Mermel CFP(R) CPA
Dec 26, 2020
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Buying Gifts Part Two: Give Better Gifts
Do you ever struggle with how to give better gifts? There is a lot of research that tries to help. Bridget and John discuss more tips...
Bridget Sullivan Mermel CFP(R) CPA
Dec 19, 2020
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Buying Gifts: It's a Skill You Can Improve!
Buying gifts can be difficult, but it doesn't have to be. In this episode Bridget Sullivan Mermel CFP(R) CPA and John Scherer CFP(R)...
Bridget Sullivan Mermel CFP(R) CPA
Dec 18, 2020
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