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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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Annuities - The Tax Time Bomb You Want To Avoid
In this video, we discuss the hidden tax pitfalls of annuities, which we describe as a “ticking tax time bomb.” While annuities are often...
Bridget Sullivan Mermel CFP(R) CPA
Jun 16
Don't Make These 4 Mistakes When Gifting Money To Kids!
This week our conversation is all about 4 common mistakes when gifting money to kids. Listen today so you don't make these same mistakes!...
Bridget Sullivan Mermel CFP(R) CPA
Jun 3
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
Key Considerations To Make When Inheriting Money Or Other Assets
This week, join us on Friends Talk Financial Planning as we talk about some key considerations when inheriting money or other assets. We...
Bridget Sullivan Mermel CFP(R) CPA
Mar 13
Having A Baby, Now What? 6 Financial Planning Tips For Baby On The Way
Expecting? Congratulations! Listen today to hear our 6 financial planning tips for when baby is on the way. Here’s our checklist with six...
Bridget Sullivan Mermel CFP(R) CPA
Mar 2
Everything You Need To Know About Taxes In The New Trump Era
Join us as we discuss what we think is everything you need to know about taxes in the new Trump era! There is a lot of uncertainty...
Bridget Sullivan Mermel CFP(R) CPA
Feb 9
Take Advantage Of Tax Planning To Save Big On Taxes In 2024!
Take advantage of tax planning as we approach the end of 2024! Join us this week as we continue last week's conversion discussing...
Bridget Sullivan Mermel CFP(R) CPA
Dec 21, 2024
Year End Tax Tips: 'Tis The Season To Save BIG With Tax Planning
Year end tax tips can be helpful when tax planning to help you save BIG this tax season. Bridget and John offer various tips that can...
Bridget Sullivan Mermel CFP(R) CPA
Nov 30, 2024
Tax Changes Post Election: What To Expect And How To Prepare
Tax changes post election - what can you expect and how can you prepare for these changes? Join us this week as Bridget and John discuss...
Bridget Sullivan Mermel CFP(R) CPA
Nov 19, 2024
Should You Do a Roth Conversion? Key Factors to Consider
Welcome back to Friends Talk Financial Planning! In today’s episode, Bridget and John discuss the strategic world of Roth conversions....
Bridget Sullivan Mermel CFP(R) CPA
Oct 27, 2024
IRA Inheritance Rules Explained: What You Need to Know
Inheriting an IRA can be overwhelming, especially with the recent changes in tax laws. In this episode, Bridget and John break down the...
Bridget Sullivan Mermel CFP(R) CPA
Oct 27, 2024
Understanding the Tax Implications After Losing a Spouse
When someone loses a spouse, there are numerous financial changes that occur. One major change is in their tax situation. In this episode...
Bridget Sullivan Mermel CFP(R) CPA
Sep 8, 2024
Prepare for 2026 Tax Rate Changes: Strategies
Join John and Bridget in this episode of Friends Talk Financial Planning as they delve into the upcoming tax rate changes scheduled for...
Bridget Sullivan Mermel CFP(R) CPA
Sep 2, 2024
Rich Taxes vs Poor Taxes
Join Bridget and John as they dive into the intriguing topic of "Rich Tax vs. Poor Tax" in this informative episode. Discover how the tax...
Bridget Sullivan Mermel CFP(R) CPA
May 23, 2024
Tax Time: How to Find Your 1099 INT for Sold I Bonds
In this video, Bridget and John discuss the process of finding the 1099-INT for selling I bonds in 2023. They walk through the steps of...
Bridget Sullivan Mermel CFP(R) CPA
Mar 24, 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
Understanding RMDs and QCDs
In this episode of Friends Talk Financial Planning, John and Bridget address a viewer's question, breaking down the differences between...
Bridget Sullivan Mermel CFP(R) CPA
Jan 30, 2024
DAF vs QCD: The Jargon Battle
In this episode, John and Bridget discuss all things Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) and how to...
Bridget Sullivan Mermel CFP(R) CPA
Jan 10, 2024
IRS Estimated Payments
In this video, Bridget and John discuss the ins and outs of making estimated tax payments to the IRS and provide valuable tips on how to...
Bridget Sullivan Mermel CFP(R) CPA
Jan 1, 2024
The Secrets of Backdoor Roth IRA: A Strategy for High Earners Explained
In this episode of Friends Talk Financial Planning, John and Bridget reveal the secrets to the backdoor Roth IRA strategy. If you think...
Bridget Sullivan Mermel CFP(R) CPA
Dec 28, 2023
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