Bridget Sullivan Mermel CFP(R) CPAFeb 28A Day in the Life of a Financial PlannerJoin 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) CPAJan 30The Value of Hiring a Financial Advisor for the Non-Super-RichIn 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) CPAJan 30Understanding RMDs and QCDsIn this episode of Friends Talk Financial Planning, John and Bridget address a viewer's question, breaking down the differences between...