Bridget Sullivan Mermel CFP(R) CPA
Can You Afford to Retire with Credit Card Debt?
Welcome to FTFP! In this episode, hosts Bridget Sullivan Mermel and John Scherer dive into a critical topic: retiring with credit card...
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Bridget Sullivan Mermel CFP(R) CPA
- Sep 2
Navigating Health Insurance Before Medicare: Tips for Early Retirees
Are you considering retiring before age 65 and worried about covering healthcare costs before Medicare kicks in? You're not alone! In...
Bridget Sullivan Mermel CFP(R) CPA
- Aug 5
Navigating Long-Term Care Insurance: Is It the Right Choice for You?
Are you considering long-term care insurance but feeling overwhelmed with all the options and details? Look no further! Join us, Bridget...
Bridget Sullivan Mermel CFP(R) CPA
- Aug 5
When to Start Claiming Social Security?
In this episode of Friends Talk Financial Planning, Bridget and John dive into one of the most debated topics in personal finance: When...
Bridget Sullivan Mermel CFP(R) CPA
- Jul 2
Retirement Age
In today's episode, Bridget and John explore the surprising reality of retirement age. Despite common perceptions, most people retire...
Bridget Sullivan Mermel CFP(R) CPA
- Jun 3
How Much Do You Really Need for Retirement? Survey Says $1.46 Million
In this episode of Friends Talk Financial Planning, Bridget Sullivan Mermel and John Scherer discuss a recent survey by Northwestern...
Bridget Sullivan Mermel CFP(R) CPA
- Apr 1
Variable Annuities: The Truth About Guaranteed Rates of Return
In this episode of Friends Talk Financial Planning, John and Bridget discuss the truth behind guaranteed rates in variable annuities....
Bridget Sullivan Mermel CFP(R) CPA
- Jan 30
Understanding RMDs and QCDs
In this episode of Friends Talk Financial Planning, John and Bridget address a viewer's question, breaking down the differences between...
Bridget Sullivan Mermel CFP(R) CPA
- Nov 27, 2023
Avoid IRS Penalties: Understanding Required Minimum Distributions (RMDs) and Secure Act 2.0
In this episode of Friends Talk Financial Planning, John and Bridget discuss the required minimum distributions (RMDs) and the recent...
Bridget Sullivan Mermel CFP(R) CPA
- Nov 15, 2023
Should You Consider Investing in I Bonds?
In this episode of Friends Talk Financial Planning, John and Bridget discuss the new rates for I bonds that changed on November 1. They...
Bridget Sullivan Mermel CFP(R) CPA
- Oct 11, 2023
Retirement Account Withdrawal Rules: Exceptions to the Age 59 ½ Requirement
Bridget Sullivan Mermel and John Scherer discuss the 59 and a half year age rule for retirement account withdrawals. They highlight...
Bridget Sullivan Mermel CFP(R) CPA
- Sep 22, 2023
New IRS Rules for Catch-Up Contributions and Their Potential Impact
John and Bridget discuss the new rules introduced by the IRS regarding catch-up contributions for individuals over the age of 50. The...
Bridget Sullivan Mermel CFP(R) CPA
- Sep 22, 2023
The Impact of Inflation on Retirement: A Closer Look
John Scherer and Bridget Sullivan Mermel discuss the impact of inflation on retirement in this episode of Friends Talk Financial...
Bridget Sullivan Mermel CFP(R) CPA
- Jun 26, 2023
Donor Advised Funds - The Smart Way To Give!
Many people of heard about Donor Advised Funds (D.A.F.) but not everyone knows how powerful they can be to leverage charitable giving. ...
Bridget Sullivan Mermel CFP(R) CPA
- Jun 11, 2023
Using I Bonds New Fixed Rate to Optimize Earnings
I Bonds New Fixed Rate is about double what it was before--up to .9% of your investment. In this video we talk through the strategies...
Bridget Sullivan Mermel CFP(R) CPA
- May 16, 2023
Tax-efficient Giving | Make Your Kids and Grandkids Happy!
When you've reached a point in your life when you know you've got more than enough, you may think about passing along your financial...
Bridget Sullivan Mermel CFP(R) CPA
- May 2, 2023
4 Types of Tax Free Retirement Income | Paying zero tax can be fun!
Paying zero tax in retirement is possible, but it doesn't generally happen by accident. In this episode we discuss major sources of tax...
Bridget Sullivan Mermel CFP(R) CPA
- Mar 13, 2023
Number One Financial Skill for Retirement | Plus How to Make it Easy!
The number one financial skill for retirement means what you need to have mastered before you give up your job. It's not about...
Bridget Sullivan Mermel CFP(R) CPA
- Mar 13, 2023
Annuities vs Bond Ladder | Which One is Right for You?
Annuity vs Bond Ladder. Since bonds and CDs are making money again, people are interested in bonds and CD ladders. We wanted to get more...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 12, 2023
Individual 401ks | Save Tax While Saving Big for Retirement
Individual 401Ks, otherwise known as Solo 401Ks, are retirement plans is specifically designed for self-employed individuals and small...
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