Managing your money, emotions, and meaning of life...

Welcome back to Friends Talk Financial Planning! In today’s episode, Bridget and John discuss the strategic world of Roth conversions....

Inheriting an IRA can be overwhelming, especially with the recent changes in tax laws. In this episode, Bridget and John break down the...

In this insightful episode of Friends Talk Financial Planning (FTFP), we dive deep into the intersection of values, money, 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...

Welcome to FTFP! In this episode, hosts Bridget Sullivan Mermel and John Scherer dive into a critical topic: retiring with credit card...

Thinking about refinancing your mortgage? Bridget and John dive into the pros and cons of refinancing and help you determine if it's the...

When someone loses a spouse, there are numerous financial changes that occur. One major change is in their tax situation. In this episode...

Are you considering retiring before age 65 and worried about covering healthcare costs before Medicare kicks in? You're not alone! In...

Join John and Bridget in this episode of Friends Talk Financial Planning as they delve into the upcoming tax rate changes scheduled for...

Should you loan or give money to friends and family? It's a common dilemma, and today, Bridget and John dive into the best practices for...

Are you considering long-term care insurance but feeling overwhelmed with all the options and details? Look no further! Join us, Bridget...

In this episode of Friends Talk Financial Planning, Bridget and John dive into a fascinating survey conducted by Northwestern Mutual,...

With the presidential election approaching, there's a lot of speculation on how it might impact the stock market and your investment...

In this episode of Friends Talk Financial Planning, Bridget Sullivan Mermel and John Scherer discuss a recent survey by Northwestern...

In this episode of Friends Talk Financial Planning, John and Bridget delve into the topic of net worth by age. They discuss the...

Join Bridget and John in this insightful episode of Friends Talk Financial Planning, where they delve into the ongoing implications of...

Welcome to Friends Talk Financial Planning, where today, hosts John and Bridget discuss the effectiveness and implications of divesting...

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...

In this episode of FTFP, hosts John Scherer and Bridget Sullivan Mermel dive deep into the importance of comprehensive and collision...

In this informative episode, Bridget Sullivan Mermel and John Scherer discuss the foundational aspects of personal finance, known as the...