How do I save for retirement when I'm Self Employed? What are the options for retirement plans? Join us this week as we discuss small...

Join us today for tips to maximize your spending in retirement when you saved more than you can possibly spend. I'm retired and I...

Five signs you are not spending enough money in retirement. Typically we get the question - am I spending too much? However, it is just...

This week we discuss important changes to 401(k) contribution limits for 2025, particularly for individuals aged 60-63. In 2025, people...

Retirement planning for inflation - Don't worry about inflation, be happy in retirement! Many people worry about how inflation will...

In this episode of "Friends Talk Financial Planning," hosts John and Bridget dive into an important aspect of retirement planning:...

Catch up on retirement savings - it's not too late to start saving today! Do you struggle with saving money? Take responsibility for your...

I just turned 50. I have $100,000 saved. Do I have enough saved to retire? In this episode of Friends Talk Financial Planning, hosts...

Welcome back to Friends Talk Financial Planning! In today’s episode, Bridget and John discuss the strategic world of Roth conversions....

Inheriting an IRA can be overwhelming, especially with the recent changes in tax laws. In this episode, Bridget and John break down the...

Welcome to FTFP! In this episode, hosts Bridget Sullivan Mermel and John Scherer dive into a critical topic: retiring with credit card...

Are you considering retiring before age 65 and worried about covering healthcare costs before Medicare kicks in? You're not alone! In...

Are you considering long-term care insurance but feeling overwhelmed with all the options and details? Look no further! Join us, Bridget...

In this episode of Friends Talk Financial Planning, Bridget and John dive into one of the most debated topics in personal finance: When...

In today's episode, Bridget and John explore the surprising reality of retirement age. Despite common perceptions, most people retire...

In this episode of Friends Talk Financial Planning, Bridget Sullivan Mermel and John Scherer discuss a recent survey by Northwestern...

In this episode of Friends Talk Financial Planning, John and Bridget discuss the truth behind guaranteed rates in variable annuities....

In this episode of Friends Talk Financial Planning, John and Bridget address a viewer's question, breaking down the differences between...

In this episode of Friends Talk Financial Planning, John and Bridget discuss the required minimum distributions (RMDs) and the recent...

In this episode of Friends Talk Financial Planning, John and Bridget discuss the new rates for I bonds that changed on November 1. They...