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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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Financial Resolutions for 2023: You Tell Me Yours, I'll Tell You Mine!
Financial Resolutions for 2023. Both John Scherer and Bridget Sullivan Mermel are making them! And we're revealing them in this video....
Bridget Sullivan Mermel CFP(R) CPA
Jan 2, 2023
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Year End Bear Market Tax Moves | Two ways to Benefit from Down Market
Year End Bear Market Tax Moves--The stock market has been down this year, and we're approaching year end. It's a great time to take a...
Bridget Sullivan Mermel CFP(R) CPA
Jan 2, 2023
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Smart Charitable Giving | 3 Pro Tips!
Smart Charitable Giving is relevant during this time of year. In this video, we talk about how to give money and save on taxes. Give...
Bridget Sullivan Mermel CFP(R) CPA
Nov 29, 2022
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QCD from IRA: Save Big on Taxes While Helping Charity
Understanding QCDs, or Qualified Charitable Contributions can save you big on your taxes. As a practical matter, there are important...
Bridget Sullivan Mermel CFP(R) CPA
Nov 6, 2022
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Can I Afford a Boat (or other splurge)?
John bought a boat! How do financial planners think through (rationalize?) if they or clients can afford a boat or other splurge? We...
Bridget Sullivan Mermel CFP(R) CPA
Jul 5, 2022
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Most Common Tax Mistake You May Be Making Now
The most common tax mistake people make is happening right now. Not doing tax planning. Or thinking that because they had their tax...
Bridget Sullivan Mermel CFP(R) CPA
Jun 18, 2022
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How to Pick Investments for My 401K? | We reveal how we invest our 401Ks
Figuring out how to pick investments for your 401K can be confusing. We tell you how we chose mutual funds in our own 401ks, what our...
Bridget Sullivan Mermel CFP(R) CPA
Mar 20, 2022
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How to Loan Money To a Friend or Family Member and Protect Yourself
If you're thinking about loaning money to a friend or family member, there are many things to keep in mind. Or, if you're thinking of...
Bridget Sullivan Mermel CFP(R) CPA
Feb 26, 2022
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Are Taxes Going Up? Maybe. 2 Steps to Prepare
There's a lot speculation that taxes are going up in the future. People wonder--what should I do? Fear is the underpinning of a lot of...
Bridget Sullivan Mermel CFP(R) CPA
Dec 18, 2021
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Make More in Donations and Pay Less in Tax
If you want to make more in donations and pay less in tax, picking the right way to give to charity is crucial. In this video, we'll...
Bridget Sullivan Mermel CFP(R) CPA
Nov 26, 2021
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Which Employee Benefits for Me? Sorting Through Your Options During Open Enrollment
Confused about which employee benefits are right for you during open enrollment? You're not alone. This video helps you be smart and...
Bridget Sullivan Mermel CFP(R) CPA
Nov 4, 2021
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Give I Bonds to Kids: Save Tax, More Flexible than 529s
Series I Bonds savings bonds are currently paying more interest than other safe investments. That means a lot of people are paying...
Bridget Sullivan Mermel CFP(R) CPA
Oct 16, 2021
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Should I buy I Bonds? How do I buy I Bonds?
Buying I bonds can be a smart way to keep up with inflation and earn more interest. But who should buy I Bonds? How do you actually go...
Bridget Sullivan Mermel CFP(R) CPA
Oct 16, 2021
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Thinking about Renting Out Your Vacation Home? Consider this!
Bridget got a question this week--what are the pros and cons of renting out your vacation home? John is a CFP® who owns a vacation home....
Bridget Sullivan Mermel CFP(R) CPA
Aug 2, 2021
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Tax Secrets: What ProPublica reports about Billionaires can Help You Save, Too!
Many people feel that taxes are unfair. ProPublica recently reported how billionaires legally pay low taxes. We talk through—is there...
Bridget Sullivan Mermel CFP(R) CPA
Jul 29, 2021
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Tax Returns Done: Now What?
You got your tax form back from your tax preparer or printed it out from Turbo Tax. Now what? That’s we cover in this episode. You will...
Bridget Sullivan Mermel CFP(R) CPA
Mar 19, 2021
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TAXES: DIY or hire help? How Taxes are Like Plumbing
Bridget Sullivan Mermel CFP® CPA and John Scherer CFP® talk about when hiring help doing your tax return helps save you money and avoid...
Bridget Sullivan Mermel CFP(R) CPA
Mar 12, 2021
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Stimulus Update: Stimulus checks plus more PPP
Bridget Sullivan Mermel, CPF(R), CPA and John Scherer CFP(R) talk about how you can get more money with the stimulus money that passed...
Bridget Sullivan Mermel CFP(R) CPA
Jan 9, 2021
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QCD: Qualified Charitable Distributions can save you money on taxes
Bridget Sullivan Mermel CFP(R), CPA and John Scherer CFP(R) discuss taking Qualified Charitable Distributions (QCD)s from IRAs. This is...
Bridget Sullivan Mermel CFP(R) CPA
Dec 7, 2020
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Tax Increases and Other Financial Predictions
Are taxes going up? When? John Scherer and Bridget Sullivan Mermel are Friends talking about Financial Planning
Bridget Sullivan Mermel CFP(R) CPA
Nov 30, 2020
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