Managing your money, emotions, and meaning of life...

In this episode of Friends Talk Financial Planning, Bridget and John dive into a fascinating survey conducted by Northwestern Mutual,...

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

In this episode, Bridget and John share six important questions to ask when hiring a financial advisor or financial planner. They discuss...

In this episode of Friends Talk Financial Planning, John and Bridget discuss the increasing threat of cybercrime and share five important...

Giving money away can come with happiness or regret. Bridget Sullivan Mermel and John Scherer discuss how to avoid three flavors of...

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...

Buy A New Car from Dealer? This video, tells you everything Bridget Sullivan Mermel learned from her Dad about the process of buying a...

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...

What's the difference between a Fee-only or fee-based financial advisor? It turns out, the difference is significant. We’ve talked in...

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...

With Reddit, Gamestop, Koss, Citadel, and Robinhood all involved—how do you sort it out? What does it mean for your investing? Bridget...

CPA and CFP(R) Bridget Sullivan Mermel talks with CFP John Scherer about what they tell clients who are interested in buying silver and...

Why investments smell Our fridge finally died; we could also use a new dishwasher. So, when we found that a local retailer was...

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...

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...