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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.
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How To Protect Yourself From Identity Theft - Thwart The Bad Actors
In this episode of Friends Talk Financial Planning, we talk about how to protect yourself from identity theft, which continues to be a...
Bridget Sullivan Mermel CFP(R) CPA
May 23
Debunking Financial Myths: Savings and Debt Over Inflation and Economy
In this episode of Friends Talk Financial Planning, Bridget and John dive into a fascinating survey conducted by Northwestern Mutual,...
Bridget Sullivan Mermel CFP(R) CPA
Jul 8, 2024
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
Apr 1, 2024
6 Essential Questions to Ask When Hiring a Financial Advisor
In 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) CPA
Feb 20, 2024
Protecting Your Identity: 5 Important Tips
In 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) CPA
Oct 29, 2023
Donating: 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) CPA
Jun 17, 2023
How 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...
Bridget Sullivan Mermel CFP(R) CPA
Apr 1, 2023
Buy a New Car from Dealer: Car Salesman's Daughter Tells How
Buy A New Car from Dealer? This video, tells you everything Bridget Sullivan Mermel learned from her Dad about the process of buying a...
Bridget Sullivan Mermel CFP(R) CPA
Oct 9, 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
Fee-only or Fee-based financial advisor: What's the Difference?
What's the difference between a Fee-only or fee-based financial advisor? It turns out, the difference is significant. We’ve talked in...
Bridget Sullivan Mermel CFP(R) CPA
Nov 11, 2021
Pyramid schemes, Madoff victims, Scams, Schemes, and Swindles
How do you avoid getting scammed? Investments can seem legit, but it’s a house made of cards. We discuss the tell-tale signs of Pyramid...
Bridget Sullivan Mermel CFP(R) CPA
Jun 20, 2021
Gamestop, Robinhood and Wise Financial Planning
With Reddit, Gamestop, Koss, Citadel, and Robinhood all involved—how do you sort it out? What does it mean for your investing? Bridget...
Bridget Sullivan Mermel CFP(R) CPA
Feb 6, 2021
Gold and Silver: Is it time to buy?
CPA and CFP(R) Bridget Sullivan Mermel talks with CFP John Scherer about what they tell clients who are interested in buying silver and...
Bridget Sullivan Mermel CFP(R) CPA
Dec 6, 2020
Why Investments Smell
Why investments smell Our fridge finally died; we could also use a new dishwasher. So, when we found that a local retailer was...
Bridget Sullivan Mermel CFP(R) CPA
May 18, 2014
Bert Whitehead Weighs in on Madoff...
Bert Whitehead writes about how to avoid Madoff-type schemes, as well as other traps and rip-offs. Don’t let you or someone you know...
Bridget Sullivan Mermel CFP(R) CPA
Jun 23, 2009
Don't Let Madoff Happen to You
I don't blame the Madoff investors for investing in his hedge fund. Truth is, we all make some mistakes when investing. But, like Ben...
Bridget Sullivan Mermel CFP(R) CPA
Mar 19, 2009
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