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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 21, 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...


Bridget Sullivan Mermel CFP(R) CPA
Jan 31, 2023
What's NOT in SECURE Act 2.0 | What Didn't Make the Cut
What's NOT in the SECURE Act hasn't gotten much attention as everyone, including @FriendsTalkFinancialPlanning, have been focusing on...


Bridget Sullivan Mermel CFP(R) CPA
Dec 22, 2022
Emotional Hurdles of Retirement: Two Surprising Challenges
Two Emotional Hurdles of Retirement: Retirement is great, but can feel a lot different than you expect, especially at first. We see that...


Bridget Sullivan Mermel CFP(R) CPA
Nov 29, 2022
Smart Charitable Giving | 3 Pro Tips!
Smart Charitable Giving is relevant during this time of year. In this video, we talk about how to give money and save on taxes. Give...


Bridget Sullivan Mermel CFP(R) CPA
Nov 6, 2022
QCD from IRA: Save Big on Taxes While Helping Charity
Understanding QCDs, or Qualified Charitable Contributions can save you big on your taxes. As a practical matter, there are important...


Bridget Sullivan Mermel CFP(R) CPA
Oct 30, 2022
Where to Park Cash | Don't Miss Out | Higher Interest Rates have Arrived!
CDs, or Certificates of Deposit, Treasuries, and TBills are paying higher interest than they have been in years. You can start earning...


Bridget Sullivan Mermel CFP(R) CPA
Oct 30, 2022
Should I Buy I Bonds Now & How I Bonds are like Old Fashioned Cocktails!
Should I buy I bonds now? There's an incentive because interest on the series I bond changes November 1st. In this video we'll explain: *...


Bridget Sullivan Mermel CFP(R) CPA
Oct 2, 2022
How to Save Money For College Fund: Don't Save for College?
When it comes to how to save money for a college fund, John Scherer and Bridget Sullivan Mermel are unconventional financial planners....


Bridget Sullivan Mermel CFP(R) CPA
Sep 5, 2022
No Budget? No Problem! Retire Budget-free and Don't Run Out of Money
We both have a No Budget No Problem philosophy. However, if you have this approach, you'll want to keep in mind the things in this video....


Bridget Sullivan Mermel CFP(R) CPA
Aug 20, 2022
How to Chose Employee Benefits: Must-haves and Safely Skip
When you have to chose employee benefits, there's a lot to consider. First-- on most people's mind--is what is a must have, one to...


Bridget Sullivan Mermel CFP(R) CPA
Aug 14, 2022
Happy Retirement Planning: 4 New Ways to Plan Your Happiness Now!
Happy retirement planning is about more than the financial aspects of retirement. It's also about planning not just to retire, but to...


Bridget Sullivan Mermel CFP(R) CPA
Jun 28, 2022
401k to IRA Pros and Cons | When to do it. When to Hold Off
Rolling your 401K to an IRA used to be automatic advice, but it might not be a great idea. We talk about when to do it, and when to hold...
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