Welcome! Bridget Sullivan Mermel and John Scherer talk introduce themselves and talk about why they started the channel, Friends Talk Financial Planning.

Restricted Stock Units are a great way to build wealth, but they come with tax rules you have to know. In this video, we break down exactly what Restricted Stock Units are and how they are different from stock options. Resources: - Alliance of Comprehensive Planners: https://www.acplanners.org - John's firm website: https://www.trinfin.com - Find us on Facebook: https://www.facebook.com/friendstalkfinancialplanning TRANSCRIPT: John:  Hey, Bridget. I was talking to a fri

In this episode of Friends Talk Financial Planning, Bridget Sullivan Mermel and Luke Van de Loo talk about a question everyone’s asking but few truly understand. With AI stocks going up and new companies launching every day, it’s getting difficult to separate true value from too much promise. Resources: - Alliance of Comprehensive Planners: https://www.acplanners.org - Find us on Facebook: https://www.facebook.com/friendstalkfinancialplanning TRANSCRIPT: Bridget:  Today

Let's talk about if the market is quietly setting up for a correction or a full crash in 2025 and 2026. You’ll see what current economic data might be signaling about the months ahead. We’ll compare today’s conditions to past market cycles and talk about the key numbers a lot of investors are missing. Resources: - Alliance of Comprehensive Planners: https://www.acplanners.org - John's firm website: https://www.trinfin.com - Find us on Facebook: https://www.facebook.com/

Let’s talk about whether investors should stay the course or pull back when markets take a sharp downturn. It highlights the emotional...

In this video, we'll talk about how to decide whether contributing to a bad 401(k) plan is worth it. You’ll learn the key factors to...

In today’s episode, we discuss the five factors that have a greater impact on your financial success than investment returns. While...

This week on Friends Talk Financial Planning, we discuss the strategic reasons behind selling stocks during market downturns. Although it...

Are we headed for a recession? Predictions are flying, pundits are having a field day. But is it something you should be worried about?...

Join us today as we discuss how to manage market fluctuations in a time that appears to be experiencing some level of stock market...

Separating politics from your portfolio: what to know about the stock market and economy post-election. In this episode of Friends Talk...

Join John and Bridget as they delve into the relationship between interest rates and stock performance. Discover surprising insights that...

With the presidential election approaching, there's a lot of speculation on how it might impact the stock market and your investment...

Join Bridget and John in this insightful episode of Friends Talk Financial Planning, where they delve into the ongoing implications of...

In this week's episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel discuss the pros and cons of...

Check out our latest episode of Friends Talk Financial Planning, where Bridget and John dive into their predictions for 2024. They...

In this episode of FTFP, John and Bridget discuss the considerations and strategies for investing in international stocks. Bridget shares...

In this episode of Friends Talk Financial Planning, hosts John and Bridget discuss the impact of presidential politics on the stock...

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....

In this episode, John and Bridget discuss the concentration of stocks in the market, particularly the so-called FANG stocks (Facebook,...

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...