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

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...