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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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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
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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 8, 2024
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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
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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
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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
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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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Maximizing Donor-Advised Funds: Advanced Techniques for Tax Planning and Charitable Giving
In this episode of FTFP, John and Bridget dive into the advanced strategies of using donor-advised funds for charitable giving and tax...
Bridget Sullivan Mermel CFP(R) CPA
Dec 17, 2023
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The Basics of Donor-Advised Funds: Tax Benefits and Flexible Charitable Giving Strategies
In this episode of Friends Talk Financial Planning, John and Bridget dive into the basics of Donor-Advised Funds. They discuss how these...
Bridget Sullivan Mermel CFP(R) CPA
Dec 12, 2023
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Selling I Bonds: Is It a Wise Financial Move?
In this engaging episode of Friends Talk Financial Planning, hosts John and Bridget delve into the intricacies of selling I bonds,...
Bridget Sullivan Mermel CFP(R) CPA
Dec 4, 2023
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Avoid IRS Penalties: Understanding Required Minimum Distributions (RMDs) and Secure Act 2.0
In this episode of Friends Talk Financial Planning, John and Bridget discuss the required minimum distributions (RMDs) and the recent...
Bridget Sullivan Mermel CFP(R) CPA
Nov 27, 2023
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Retirement Account Withdrawal Rules: Exceptions to the Age 59 ½ Requirement
Bridget Sullivan Mermel and John Scherer discuss the 59 and a half year age rule for retirement account withdrawals. They highlight...
Bridget Sullivan Mermel CFP(R) CPA
Oct 11, 2023
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New IRS Rules for Catch-Up Contributions and Their Potential Impact
John and Bridget discuss the new rules introduced by the IRS regarding catch-up contributions for individuals over the age of 50. The...
Bridget Sullivan Mermel CFP(R) CPA
Sep 22, 2023
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Donor Advised Funds - The Smart Way To Give!
Many people of heard about Donor Advised Funds (D.A.F.) but not everyone knows how powerful they can be to leverage charitable giving. ...
Bridget Sullivan Mermel CFP(R) CPA
Jun 26, 2023
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Using I Bonds New Fixed Rate to Optimize Earnings
I Bonds New Fixed Rate is about double what it was before--up to .9% of your investment. In this video we talk through the strategies...
Bridget Sullivan Mermel CFP(R) CPA
Jun 11, 2023
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Tax-efficient Giving | Make Your Kids and Grandkids Happy!
When you've reached a point in your life when you know you've got more than enough, you may think about passing along your financial...
Bridget Sullivan Mermel CFP(R) CPA
May 16, 2023
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4 Types of Tax Free Retirement Income | Paying zero tax can be fun!
Paying zero tax in retirement is possible, but it doesn't generally happen by accident. In this episode we discuss major sources of tax...
Bridget Sullivan Mermel CFP(R) CPA
May 2, 2023
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Mutual Funds vs Exchange Traded Funds | Which Do You Want?
Mutual Fund vs Exchange Traded Fund? There are basic differences you should know. We talk about why the two forms of investment have...
Bridget Sullivan Mermel CFP(R) CPA
Feb 20, 2023
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What's NOT in SECURE Act 2.0 | What Didn't Make the Cut
What's NOT in the SECURE Act hasn't gotten much attention as everyone, including @FriendsTalkFinancialPlanning, have been focusing on...
Bridget Sullivan Mermel CFP(R) CPA
Jan 31, 2023
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Convert 529 to Roth | How's This Going to Work?
One of the new provisions o the Secure Act 2.0 is that 529 College Savings Plans are now going to be able to be rolled over into Roth...
Bridget Sullivan Mermel CFP(R) CPA
Jan 22, 2023
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Secure Act 2.0 Summary | 4 Facts for 2023
Secure Act 2.0 Summary. The late December passage of the Secure Act 2.0 means that a lot of us missed it. Those of us paying attention...
Bridget Sullivan Mermel CFP(R) CPA
Jan 10, 2023
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