top of page
Interested in Personal and Financial Planning?
Welcome! Bridget Sullivan Mermel and John Scherer talk introduce themselves and talk about why they started the channel, Friends Talk Financial Planning.
Search
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
Oct 2, 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
Sep 6, 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 20, 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
Aug 14, 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...
Bridget Sullivan Mermel CFP(R) CPA
Jun 28, 2022
Most Common Tax Mistake You May Be Making Now
The most common tax mistake people make is happening right now. Not doing tax planning. Or thinking that because they had their tax...
Bridget Sullivan Mermel CFP(R) CPA
Jun 18, 2022
Where Do I Invest After I've Maxed Out My 401K? | Our Top 5 Ideas
Figuring out where to invest invest after you've maxed out your 401K is a reason that many people come to financial planners. We offer...
Bridget Sullivan Mermel CFP(R) CPA
May 28, 2022
Building a Bond Ladder: Guaranteed Income on Same Date Every Year
https://youtu.be/9TjD_b7OVvk The bond ladder--a tool in retirement that provides guaranteed cash flow on the same date each year for a...
Bridget Sullivan Mermel CFP(R) CPA
May 7, 2022
How to Figure Out Retirement: Knowing How Much You Need to Retire
You can figure out retirement, but it generally takes a bit of time. Knowing how much you need to retire and feeling ready to do it are...
Bridget Sullivan Mermel CFP(R) CPA
May 1, 2022
How Much Money For Financial Independence? Financial Success by 55!
Understanding how much money you need for financial independence isn't rocket science. What do you need to consider yourself a...
Bridget Sullivan Mermel CFP(R) CPA
Apr 24, 2022
Net worth at 30: How do you compare?
Is your net worth at 30 on the right track? We talk about how to figure that out. First, we talk about elements of net worth. What is...
Bridget Sullivan Mermel CFP(R) CPA
Apr 3, 2022
Is Inflation Good or Bad? How to think it through.
Is Inflation good or bad? Gas prices are up. We see them every time we drive down the street. On the news, they keep talking about...
Bridget Sullivan Mermel CFP(R) CPA
Mar 20, 2022
Is Buying an Annuity a Mistake? 5 Red Flags to Watch For
Too often, buying an annuity is a mistake. It doesn't have to be. Watching for 5 simple, easy to identify red flags can help you avoid...
Bridget Sullivan Mermel CFP(R) CPA
Feb 26, 2022
Aging Gracefully and Money with Kathleen Rehl
Thought leader on retirement and money, farmgirl, artist, teacher, professor, fundraiser, financial planner, then public speaker,...
Bridget Sullivan Mermel CFP(R) CPA
Feb 11, 2022
Nomadland and Money
What does Nomadland have to do with financial planning? Many people deal with intense fears of poverty in old age. The film Nomadland,...
Bridget Sullivan Mermel CFP(R) CPA
Jun 29, 2021
What I Tell Clients Who Want to Buy Gold
“Okay,” the client said at the end of our meeting, after I had recommended my investment strategy, “I’ve just got one more question.” ...
Bridget Sullivan Mermel CFP(R) CPA
Jul 15, 2019
2,557 Reasons Why You Should have International Stocks in your Portfolio
Even before Brexit passed, I got questions if it still makes sense to include international stocks in our portfolios. So I asked one...
Bridget Sullivan Mermel CFP(R) CPA
Jun 28, 2016
Draft Brett Favre to Start Your End-of-Life Plans
It's awkward to have "the talk" with your parents. Here's how to get started. We should all have an ongoing conversation with our loved...
Bridget Sullivan Mermel CFP(R) CPA
Dec 10, 2015
Market at All-time High: good time to sell?
USA Today says that stocks are at all-time highs. So is it a good time to sell? Well…probably not. Here’s why. Let’s take a closer look...
Bridget Sullivan Mermel CFP(R) CPA
Jan 2, 2014
Who Wants to be a Millionaire?
Welcome guest blogger: Judy McNary CFP(R) I posed this question at a seminar recently and all hands shot up. It doesn’t matter whether...
Bridget Sullivan Mermel CFP(R) CPA
May 22, 2013
bottom of page