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Interested in Personal and Financial Planning?
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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Navigating Long-Term Care Insurance: Is It the Right Choice for You?
Are you considering long-term care insurance but feeling overwhelmed with all the options and details? Look no further! Join us, Bridget...
Bridget Sullivan Mermel CFP(R) CPA
Aug 5, 2024
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When to Start Claiming Social Security?
In this episode of Friends Talk Financial Planning, Bridget and John dive into one of the most debated topics in personal finance: When...
Bridget Sullivan Mermel CFP(R) CPA
Aug 5, 2024
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Debunking Financial Myths: Savings and Debt Over Inflation and Economy
In this episode of Friends Talk Financial Planning, Bridget and John dive into a fascinating survey conducted by Northwestern Mutual,...
Bridget Sullivan Mermel CFP(R) CPA
Jul 8, 2024
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Retirement Age
In today's episode, Bridget and John explore the surprising reality of retirement age. Despite common perceptions, most people retire...
Bridget Sullivan Mermel CFP(R) CPA
Jul 2, 2024
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Interest Rates & Stock Performance
Join John and Bridget as they delve into the relationship between interest rates and stock performance. Discover surprising insights that...
Bridget Sullivan Mermel CFP(R) CPA
Jun 24, 2024
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How Presidential Elections Impact the Stock Market: Data and Insights
With the presidential election approaching, there's a lot of speculation on how it might impact the stock market and your investment...
Bridget Sullivan Mermel CFP(R) CPA
Jun 21, 2024
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How Much Do You Really Need for Retirement? Survey Says $1.46 Million
In this episode of Friends Talk Financial Planning, Bridget Sullivan Mermel and John Scherer discuss a recent survey by Northwestern...
Bridget Sullivan Mermel CFP(R) CPA
Jun 2, 2024
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Exploring Net Worth by Age
In this episode of Friends Talk Financial Planning, John and Bridget delve into the topic of net worth by age. They discuss the...
Bridget Sullivan Mermel CFP(R) CPA
May 31, 2024
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Stock Market and Inflation Trends: What Investors Need to Know
Join Bridget and John in this insightful episode of Friends Talk Financial Planning, where they delve into the ongoing implications of...
Bridget Sullivan Mermel CFP(R) CPA
May 23, 2024
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The Impact of Divestment: Does Protesting Investment Policies Trigger Real Change?
Welcome to Friends Talk Financial Planning, where today, hosts John and Bridget discuss the effectiveness and implications of divesting...
Bridget Sullivan Mermel CFP(R) CPA
May 23, 2024
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Rich Taxes vs Poor Taxes
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...
Bridget Sullivan Mermel CFP(R) CPA
May 23, 2024
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Collision and Comprehensive Coverage Explained by Financial Planners
In this episode of FTFP, hosts John Scherer and Bridget Sullivan Mermel dive deep into the importance of comprehensive and collision...
Bridget Sullivan Mermel CFP(R) CPA
Apr 28, 2024
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Mastering Money: 5 Personal Finance Fundamentals You Should Know
In this informative episode, Bridget Sullivan Mermel and John Scherer discuss the foundational aspects of personal finance, known as the...
Bridget Sullivan Mermel CFP(R) CPA
Apr 26, 2024
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Is Home Ownership Slipping Away From Americans?
In this episode of Friends Talk Financial Planning, John and Bridget discuss the concerns facing many Americans today regarding home...
Bridget Sullivan Mermel CFP(R) CPA
Apr 15, 2024
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The Benefits and Risks of Putting 100% of Your Investments into Stocks
In this week's episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel discuss the pros and cons of...
Bridget Sullivan Mermel CFP(R) CPA
Apr 15, 2024
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Variable Annuities: The Truth About Guaranteed Rates of Return
In this episode of Friends Talk Financial Planning, John and Bridget discuss the truth behind guaranteed rates in variable annuities....
Bridget Sullivan Mermel CFP(R) CPA
Apr 1, 2024
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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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Understanding Fixed Annuities: How They Work and Making Informed Financial Decisions
In this episode of Friends Talk Financial Planning, John and Bridget dig into the world of fixed annuities. They discuss the components...
Bridget Sullivan Mermel CFP(R) CPA
Mar 20, 2024
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Three Deadly Annuity Mistakes
In this episode of Friends Talk Financial Planning, John and Bridget discuss the three deadly annuity mistakes that individuals should...
Bridget Sullivan Mermel CFP(R) CPA
Mar 9, 2024
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Four Secrets Financial Advisors Don't Want You To Know
In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel uncover four hidden secrets that investment...
Bridget Sullivan Mermel CFP(R) CPA
Mar 4, 2024
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