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Bridget Sullivan Mermel CFP(R) CPA
45 minutes ago
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
5 days ago
5 Best Ways To Maximize Savings In The New Year - Plan Ahead!
Learn the 5 best ways to maximize savings in the new year! In this episode, Bridget and John discuss five important financial actions to...


Bridget Sullivan Mermel CFP(R) CPA
Jan 25
Tips To Maximize Your Spending In Retirement
Join us today for tips to maximize your spending in retirement when you saved more than you can possibly spend. I'm retired and I...


Bridget Sullivan Mermel CFP(R) CPA
Jan 11
5 Signs You Are Not Spending Enough Money In Retirement - Don't Leave Too Much Behind!
Five signs you are not spending enough money in retirement. Typically we get the question - am I spending too much? However, it is just...


Bridget Sullivan Mermel CFP(R) CPA
Jan 11
Maximize Your 401(k) With A Super Catch Up Contribution!
This week we discuss important changes to 401(k) contribution limits for 2025, particularly for individuals aged 60-63. In 2025, people...


Bridget Sullivan Mermel CFP(R) CPA
Jan 11
The Legacy Letter Challenge: Leaving More Than Money Behind
This week we discuss legacy letters, which are personal letters written to loved ones to express values, life lessons, regrets, and love,...


Bridget Sullivan Mermel CFP(R) CPA
Dec 21, 2024
Retirement Planning For Inflation: 5 Reasons You Don't Need to Worry!
Retirement planning for inflation - Don't worry about inflation, be happy in retirement! Many people worry about how inflation will...


Bridget Sullivan Mermel CFP(R) CPA
Dec 21, 2024
Stress Free Retirement Planning: How To Estimate Your Future Expenses
In this episode of "Friends Talk Financial Planning," hosts John and Bridget dive into an important aspect of retirement planning:...


Bridget Sullivan Mermel CFP(R) CPA
Dec 21, 2024
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
Nov 30, 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 28, 2024
Don't Panic! Catch Up On Retirement Savings - It's Not Too Late!
Catch up on retirement savings - it's not too late to start saving today! Do you struggle with saving money? Take responsibility for your...


Bridget Sullivan Mermel CFP(R) CPA
Nov 19, 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
Separating Politics From Your Portfolio: What To Know About The Stock Market & Economy Post-Election
Separating politics from your portfolio: what to know about the stock market and economy post-election. In this episode of Friends Talk...


Bridget Sullivan Mermel CFP(R) CPA
Nov 6, 2024
Do I Have Enough Saved To Retire? I Am Afraid I Am Not On Track!
I just turned 50. I have $100,000 saved. Do I have enough saved to retire? In this episode of Friends Talk Financial Planning, hosts...


Bridget Sullivan Mermel CFP(R) CPA
Oct 27, 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
George Kinder on Values, Freedom, and Financial Planning
In this insightful episode of Friends Talk Financial Planning (FTFP), we dive deep into the intersection of values, money, and freedom...


Bridget Sullivan Mermel CFP(R) CPA
Oct 27, 2024
George Kinder Shares Vision of Legacy and Freedom
Join hosts Bridget and John in this thought-provoking episode of FTFP as they sit down with George Kinder, a pioneer in financial and...


Bridget Sullivan Mermel CFP(R) CPA
Sep 30, 2024
Understanding Fiduciary Financial Advisors with Industry Pioneer George Kinder
Welcome to another insightful episode of Friends Talk Financial Planning! In today's special episode, we are joined by industry pioneer...


Bridget Sullivan Mermel CFP(R) CPA
Sep 30, 2024
Can You Afford to Retire with Credit Card Debt?
Welcome to FTFP! In this episode, hosts Bridget Sullivan Mermel and John Scherer dive into a critical topic: retiring with credit card...
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