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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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A Day in the Life of a Financial Planner
Join Bridget and John as they discuss the day in the life of a financial planner, sharing insights from their decades of experience in...
Bridget Sullivan Mermel CFP(R) CPA
Feb 28, 2024
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6 Essential Questions to Ask When Hiring a Financial Advisor
In this episode, Bridget and John share six important questions to ask when hiring a financial advisor or financial planner. They discuss...
Bridget Sullivan Mermel CFP(R) CPA
Feb 19, 2024
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Heart vs. Head in Financial Decisions: Choosing What Feels Right
In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel dive into the intricate balance between...
Bridget Sullivan Mermel CFP(R) CPA
Feb 11, 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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The Value of Hiring a Financial Advisor for the Non-Super-Rich
In this episode of Friends Talk Financial Planning, John and Bridget discuss the benefits of hiring a financial advisor and how it can be...
Bridget Sullivan Mermel CFP(R) CPA
Jan 30, 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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Should You Invest in International Stocks?
In this episode of FTFP, John and Bridget discuss the considerations and strategies for investing in international stocks. Bridget shares...
Bridget Sullivan Mermel CFP(R) CPA
Jan 18, 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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Smart House Selling: Expert Tips and Strategies from Financial Planning Pros
In this episode of FTFP, John and Bridget discuss the challenges of selling a house and offer their insights and advice. From pricing...
Bridget Sullivan Mermel CFP(R) CPA
Nov 27, 2023
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Should You Consider Investing in I Bonds?
In this episode of Friends Talk Financial Planning, John and Bridget discuss the new rates for I bonds that changed on November 1. They...
Bridget Sullivan Mermel CFP(R) CPA
Nov 14, 2023
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The Impact of Presidential Party on Stock Returns: Best and Worst Presidents Analyzed
In this episode of Friends Talk Financial Planning, hosts John and Bridget discuss the impact of presidential politics on the stock...
Bridget Sullivan Mermel CFP(R) CPA
Nov 6, 2023
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Protecting Your Identity: 5 Important Tips
In this episode of Friends Talk Financial Planning, John and Bridget discuss the increasing threat of cybercrime and share five important...
Bridget Sullivan Mermel CFP(R) CPA
Oct 29, 2023
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Navigating the Current Real Estate Market: Lessons Learned from Bridget's House Purchase
In this episode of Friends Talk Financial Planning, Bridget shares her personal experience of buying a house and the financial planning...
Bridget Sullivan Mermel CFP(R) CPA
Oct 23, 2023
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Why is it hard for companies to stay on top?
John Scherer and Bridget Sullivan Mermel discuss why it's difficult for companies to stay at the top and what investors can do about it....
Bridget Sullivan Mermel CFP(R) CPA
Oct 15, 2023
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