Bridget Sullivan Mermel CFP(R) CPA21 minutes agoMastering Money: 5 Personal Finance Fundamentals You Should KnowIn this informative episode, Bridget Sullivan Mermel and John Scherer discuss the foundational aspects of personal finance, known as the...
Bridget Sullivan Mermel CFP(R) CPAMar 20Understanding Fixed Annuities: How They Work and Making Informed Financial DecisionsIn 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) CPAMar 10Three Deadly Annuity MistakesIn this episode of Friends Talk Financial Planning, John and Bridget discuss the three deadly annuity mistakes that individuals should...
Bridget Sullivan Mermel CFP(R) CPAFeb 206 Essential Questions to Ask When Hiring a Financial AdvisorIn this episode, Bridget and John share six important questions to ask when hiring a financial advisor or financial planner. They discuss...
Bridget Sullivan Mermel CFP(R) CPAFeb 11Heart vs. Head in Financial Decisions: Choosing What Feels RightIn this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel dive into the intricate balance between...