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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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Don't Make These 4 Mistakes When Gifting Money To Kids!
This week our conversation is all about 4 common mistakes when gifting money to kids. Listen today so you don't make these same mistakes!...
Bridget Sullivan Mermel CFP(R) CPA
Jun 3
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How To Access Retirement Dollars Early Without Paying Penalties
In this episode of Friends Talk Financial Planning, we discuss ways to access retirement funds before the usual age of 59½ without paying...
Bridget Sullivan Mermel CFP(R) CPA
May 23
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Will Social Security Benefits Be Cut? Should I Be Worried?
In this episode of Friends Talk Financial Planning, we are joined by Denny Heywood, a former Social Security Administration (SSA)...
Bridget Sullivan Mermel CFP(R) CPA
May 4
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File Now To Claim Your Social Security Benefit - Don't Wait!
File now to claim your social security benefit - Don't wait, you could be owed thousands! In this episode of Friends Talk Financial...
Bridget Sullivan Mermel CFP(R) CPA
May 4
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5 Money Habits More Important Than Investing For Building Wealth
In today’s episode, we discuss the five factors that have a greater impact on your financial success than investment returns. While...
Bridget Sullivan Mermel CFP(R) CPA
May 4
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Reasons You Should Sell Now When The Market Is Down
This week on Friends Talk Financial Planning, we discuss the strategic reasons behind selling stocks during market downturns. Although it...
Bridget Sullivan Mermel CFP(R) CPA
Apr 27
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Are We Headed For A Recession? Prepare Your Finances Today!
Are we headed for a recession? Predictions are flying, pundits are having a field day. But is it something you should be worried about?...
Bridget Sullivan Mermel CFP(R) CPA
Apr 27
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Is The Stock Market Really Down? How To Manage Market Fluctuations
Join us today as we discuss how to manage market fluctuations in a time that appears to be experiencing some level of stock market...
Bridget Sullivan Mermel CFP(R) CPA
Apr 1
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How To Manage Employee Benefits After Changing Jobs - A Financial Planning Checklist
In this episode of Friends Talk Financial Planning, we share valuable advice on how to optimize your benefits when changing jobs. First,...
Bridget Sullivan Mermel CFP(R) CPA
Mar 16
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Key Considerations To Make When Inheriting Money Or Other Assets
This week, join us on Friends Talk Financial Planning as we talk about some key considerations when inheriting money or other assets. We...
Bridget Sullivan Mermel CFP(R) CPA
Mar 13
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Having A Baby, Now What? 6 Financial Planning Tips For Baby On The Way
Expecting? Congratulations! Listen today to hear our 6 financial planning tips for when baby is on the way. Here’s our checklist with six...
Bridget Sullivan Mermel CFP(R) CPA
Mar 2
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Just Married? A Checklist To Manage Money Together
Just married or know someone who is? Listen today for how to manage money together for financial success in marriage. We discuss...
Bridget Sullivan Mermel CFP(R) CPA
Mar 1
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Smart Couples Master These Money Moves Before Marriage
Getting married or know someone who is? Smart couples master these money moves before marriage! In today's conversation, we discuss...
Bridget Sullivan Mermel CFP(R) CPA
Mar 1
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Everything You Need To Know About Taxes In The New Trump Era
Join us as we discuss what we think is everything you need to know about taxes in the new Trump era! There is a lot of uncertainty...
Bridget Sullivan Mermel CFP(R) CPA
Feb 9
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5 Best Ways To Maximize Savings In The New Year - Plan Ahead!
Learn the 5 best ways to maximize savings in the new year! In this episode, Bridget and John discuss five important financial actions to...
Bridget Sullivan Mermel CFP(R) CPA
Feb 4
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Maximize Your 401(k) With A Super Catch Up Contribution!
This week we discuss important changes to 401(k) contribution limits for 2025, particularly for individuals aged 60-63. In 2025, people...
Bridget Sullivan Mermel CFP(R) CPA
Jan 11
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Retirement Planning For Inflation: 5 Reasons You Don't Need to Worry!
Retirement planning for inflation - Don't worry about inflation, be happy in retirement! Many people worry about how inflation will...
Bridget Sullivan Mermel CFP(R) CPA
Dec 21, 2024
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Stress Free Retirement Planning: How To Estimate Your Future Expenses
In this episode of "Friends Talk Financial Planning," hosts John and Bridget dive into an important aspect of retirement planning:...
Bridget Sullivan Mermel CFP(R) CPA
Dec 21, 2024
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Take Advantage Of Tax Planning To Save Big On Taxes In 2024!
Take advantage of tax planning as we approach the end of 2024! Join us this week as we continue last week's conversion discussing...
Bridget Sullivan Mermel CFP(R) CPA
Dec 21, 2024
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Year End Tax Tips: 'Tis The Season To Save BIG With Tax Planning
Year end tax tips can be helpful when tax planning to help you save BIG this tax season. Bridget and John offer various tips that can...
Bridget Sullivan Mermel CFP(R) CPA
Nov 30, 2024
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