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
5 Money Habits More Important Than Investing For Building Wealth
In today’s episode, we discuss the five factors that have a greater impact on your financial success than investment returns. While...
Bridget Sullivan Mermel CFP(R) CPA
May 4
Reasons You Should Sell Now When The Market Is Down
This week on Friends Talk Financial Planning, we discuss the strategic reasons behind selling stocks during market downturns. Although it...
Bridget Sullivan Mermel CFP(R) CPA
Apr 27
Are We Headed For A Recession? Prepare Your Finances Today!
Are we headed for a recession? Predictions are flying, pundits are having a field day. But is it something you should be worried about?...
Bridget Sullivan Mermel CFP(R) CPA
Apr 27
Is The Stock Market Really Down? How To Manage Market Fluctuations
Join us today as we discuss how to manage market fluctuations in a time that appears to be experiencing some level of stock market...
Bridget Sullivan Mermel CFP(R) CPA
Apr 1
Separating Politics From Your Portfolio: What To Know About The Stock Market & Economy Post-Election
Separating politics from your portfolio: what to know about the stock market and economy post-election. In this episode of Friends Talk...
Bridget Sullivan Mermel CFP(R) CPA
Nov 19, 2024
Interest Rates & Stock Performance
Join John and Bridget as they delve into the relationship between interest rates and stock performance. Discover surprising insights that...
Bridget Sullivan Mermel CFP(R) CPA
Jun 24, 2024
How Presidential Elections Impact the Stock Market: Data and Insights
With the presidential election approaching, there's a lot of speculation on how it might impact the stock market and your investment...
Bridget Sullivan Mermel CFP(R) CPA
Jun 21, 2024
Stock Market and Inflation Trends: What Investors Need to Know
Join Bridget and John in this insightful episode of Friends Talk Financial Planning, where they delve into the ongoing implications of...
Bridget Sullivan Mermel CFP(R) CPA
May 23, 2024
The Benefits and Risks of Putting 100% of Your Investments into Stocks
In this week's episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel discuss the pros and cons of...
Bridget Sullivan Mermel CFP(R) CPA
Apr 15, 2024
Financial Predictions for 2024: Stock Market, Interest Rates, Taxes, and More!
Check out our latest episode of Friends Talk Financial Planning, where Bridget and John dive into their predictions for 2024. They...
Bridget Sullivan Mermel CFP(R) CPA
Feb 9, 2024
Should You Invest in International Stocks?
In this episode of FTFP, John and Bridget discuss the considerations and strategies for investing in international stocks. Bridget shares...
Bridget Sullivan Mermel CFP(R) CPA
Jan 18, 2024
The Impact of Presidential Party on Stock Returns: Best and Worst Presidents Analyzed
In this episode of Friends Talk Financial Planning, hosts John and Bridget discuss the impact of presidential politics on the stock...
Bridget Sullivan Mermel CFP(R) CPA
Nov 6, 2023
Why is it hard for companies to stay on top?
John Scherer and Bridget Sullivan Mermel discuss why it's difficult for companies to stay at the top and what investors can do about it....
Bridget Sullivan Mermel CFP(R) CPA
Oct 16, 2023
Concerns Arise over Market Concentration on FANG Stocks
In this episode, John and Bridget discuss the concentration of stocks in the market, particularly the so-called FANG stocks (Facebook,...
Bridget Sullivan Mermel CFP(R) CPA
Oct 2, 2023
Year End Bear Market Tax Moves | Two ways to Benefit from Down Market
Year End Bear Market Tax Moves--The stock market has been down this year, and we're approaching year end. It's a great time to take a...
Bridget Sullivan Mermel CFP(R) CPA
Jan 2, 2023
Stock Market Blame and Shame |The Truth About Who is Responsible!
When the stock market goes down, we can immediately think--I don't like this. Someone must be to blame! We proceed, finding a...
Bridget Sullivan Mermel CFP(R) CPA
Nov 15, 2022
Investing in Safe Bonds: Invest Like You're Rich and Take Less Risk
Investing in (safe) bonds: that's the strategy that rich people and people who are nearing or at retirement share. By the end of this...
Bridget Sullivan Mermel CFP(R) CPA
Jul 30, 2022
How Long Will It Take Stock Market to Recover?: How Will Bear Market Last?
How Long Will It Take Stock Market to Recover? How long will the bear market last? When will the downturn be over? Bridget Sullivan...
Bridget Sullivan Mermel CFP(R) CPA
Jul 23, 2022
Recession-Proof Your Money: What to do if you feel recession fear
Recession-proof your money to help you reduce the fear of a recession. Make sure you're prepared. Do you want to make sure that you’ll...
Bridget Sullivan Mermel CFP(R) CPA
Jul 16, 2022
The Super Bowl and Money: Takeaways you can use in your personal financial planning
Millions of people around the world will watch the Super Bowl but few will think about lessons they can take from the game to apply to...
Bridget Sullivan Mermel CFP(R) CPA
Feb 13, 2022
bottom of page