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Bridget Personal Finance
Money? Happiness? Let me introduce you! Personal finance is more than just watching the stock market and investing. Personal finance starts with your goals and values, then moves to saving, investing, taxes, managing your risks, and leaving a legacy!
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Saving for College: Some Would Say It's Stupid?
John thinks saving for college is stupid. That's going to be our topic today on Friends Talk Financial Planning. Join Bridget Sullivan Mermel and John Scherer as they dive deep into the controversial topic of college savings. Is it really necessary to save for your child's college education, or are there better ways to manage these costs? Watch this episode to find out! š Links Mentioned: - USDA Study on Cost of Raising a Child: https://www.usda.gov/media/blog/archive/t

Bridget Sullivan Mermel CFP(R) CPA
Sep 3, 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 Mutual that claims Americans think they need $1.46 million to retire. Bridget and John argue that people might be thinking about this all wrong. Instead of focusing on a specific savings number, the key question should be: How much do you want to spend in retirement? Tune in as they break down the survey results, discuss the anxiety around retir

Bridget Sullivan Mermel CFP(R) CPA
Jun 3, 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 valuable for regular people. They cover various aspects of financial advising and when it might be the right time to seek professional help. In this episode, John and Bridget discuss the different types of financial advisors, such as financial coaches and financial therapists, and how they can help individuals at various stages of their fin

Bridget Sullivan Mermel CFP(R) CPA
Jan 30, 2024
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