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

What should you know about the tax law changes for 2025 and 2026? In this episode of Friends Talk Financial Planning, John and Bridget discuss the new tax law changes that you should know about for the final quarter of 2025 and the entirety of 2026. There’re lots of tax planning strategies to consider at this time of year, especially given the recent tax law changes. Don’t miss this opportunity to learn how you can make the most of these changes! Resources: - Alliance of C

In this episode of Friends Talk Financial Planning, we talk about some ways that the wealthy use to pay less taxes. Whether or not you...

Major changes to charitable giving tax laws are reshaping how donations impact your taxes. In this video, we break down the latest rules, limits, and strategies every donor needs to understand. You’ll learn how these updates affect deductions, required documentation, and tax planning for individuals and businesses. We’ll also cover common mistakes to avoid and how to maximize the impact of your giving under the new rules. Resources: - Alliance of Comprehensive Planners:..

Let’s talk about 5 things that financial planners miss when working with their clients. From not planning for Social Security, to not...

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...

Let’s talk about the new changes to your taxes and retirement after Trump’s recent tax bill. We’ll cover the important changes, including...

In this video, we discuss the hidden tax pitfalls of annuities, which we describe as a “ticking tax time bomb.” While annuities are often...

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!...

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

This week, join us on Friends Talk Financial Planning as we talk about some key considerations when inheriting money or other assets. We...

Expecting? Congratulations! Listen today to hear our 6 financial planning tips for when baby is on the way. Here’s our checklist with six...

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...

Take advantage of tax planning as we approach the end of 2024! Join us this week as we continue last week's conversion discussing...

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...

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...

Welcome back to Friends Talk Financial Planning! In today’s episode, Bridget and John discuss the strategic world of Roth conversions....

Inheriting an IRA can be overwhelming, especially with the recent changes in tax laws. In this episode, Bridget and John break down the...

When someone loses a spouse, there are numerous financial changes that occur. One major change is in their tax situation. In this episode...

Join John and Bridget in this episode of Friends Talk Financial Planning as they delve into the upcoming tax rate changes scheduled for...

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...