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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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Investment Market Insight: The Good, the Bad & the Ugly from 2021 Predictions
There is never a shortage of stock market predictions, but have any of those actually given insight into what is going to happen in any...
Bridget Sullivan Mermel CFP(R) CPA
Feb 7, 2022
Invest, Gamble or Speculate; What's the difference?
Invest, gamble, or speculate. John's going to Vegas. Is that to gamble? Invest? something in between? In this episode of Friends Talk...
Bridget Sullivan Mermel CFP(R) CPA
Jan 15, 2022
Stock Market Predictions: Our Outlook for 2022
There is a lot of news about stock market predictions for 2022, find out our outlook for 2022 and learn market predictions are worth your...
Bridget Sullivan Mermel CFP(R) CPA
Jan 11, 2022
Financial Planning for Omicron: Are You Worried?
The Omicron variant is coming. Should you change your financial planning to adjust for the latest variant? Are you worried about your...
Bridget Sullivan Mermel CFP(R) CPA
Dec 6, 2021
High Inflation Money Strategy: Invest to Beat Inflation
Inflation is high; we discuss the strategy we both use to help clients understand and plan for it. We haven't seen inflation figures...
Bridget Sullivan Mermel CFP(R) CPA
Nov 16, 2021
The Stock Market is Going to Go Down. Prepare.
We don’t know when the stock market will crash, but we do know that eventually it will go down. It may stay down for two to three years....
Bridget Sullivan Mermel CFP(R) CPA
May 19, 2021
How are Bonds Like Pickles?
Stock market up or down—should I sell? Financial planners are often are asked, “The stock market is at an all time high. Should I sell?”...
Bridget Sullivan Mermel CFP(R) CPA
Feb 15, 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
Market Predictions 2021
Wondering what the stock market is going to do this year? John Scherer CFP(R) and Bridget Sullivan Mermel CFP(R) CPA discuss John's...
Bridget Sullivan Mermel CFP(R) CPA
Jan 23, 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
Stock market and election--does it matter?
How do elections effect the stock market? What should you do with your investments? Certified Financial PlannersTM Bridget Sullivan...
Bridget Sullivan Mermel CFP(R) CPA
Oct 22, 2020
How I Plan for the Stock Market Freakout…I Mean Selloff
I got an email from Nate, a client, linking to a story about the stock market’s climb. “Is it time to sell?” he asked me. “The stock...
Bridget Sullivan Mermel CFP(R) CPA
Jul 15, 2019
2,557 Reasons Why You Should have International Stocks in your Portfolio
Even before Brexit passed, I got questions if it still makes sense to include international stocks in our portfolios. So I asked one...
Bridget Sullivan Mermel CFP(R) CPA
Jun 28, 2016
Market at All-time High: good time to sell?
USA Today says that stocks are at all-time highs. So is it a good time to sell? Well…probably not. Here’s why. Let’s take a closer look...
Bridget Sullivan Mermel CFP(R) CPA
Jan 2, 2014
How do Guns Make the Grade in a Portfolio?
Dear Bridget, Recently I’ve read reports that the both the California and Chicago teachers pension funds are either reviewing or...
Bridget Sullivan Mermel CFP(R) CPA
Feb 4, 2013
Safe Investing
Dear Bridget, In the 70s, when I was in high school, I shared a Pinto with my sister. She bought the gas, I bought the oil. When the...
Bridget Sullivan Mermel CFP(R) CPA
Aug 4, 2010
Wall Street Journal Weighs in on Real Estate Prices
This article from the WSJ covers how the housing market varies by region: Home Sales All Over the Map And this Article from August 3,...
Bridget Sullivan Mermel CFP(R) CPA
Aug 3, 2009
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