Bridget Sullivan Mermel CFP(R) CPAApr 1Variable Annuities: The Truth About Guaranteed Rates of ReturnIn this episode of Friends Talk Financial Planning, John and Bridget discuss the truth behind guaranteed rates in variable annuities....
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) CPAOct 29, 2023Protecting Your Identity: 5 Important TipsIn this episode of Friends Talk Financial Planning, John and Bridget discuss the increasing threat of cybercrime and share five important...
Bridget Sullivan Mermel CFP(R) CPAJun 17, 2023Donating: Feel Less Regret, More Happiness!Giving money away can come with happiness or regret. Bridget Sullivan Mermel and John Scherer discuss how to avoid three flavors of...
Bridget Sullivan Mermel CFP(R) CPAApr 1, 2023How to Protect Yourself from Identity Theft | Better Safe than Sorry!It seems like every day we hear about new scams and new scandals with people stealing our identity. On this episode, we’ll talk about...