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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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Is Home Ownership Slipping Away From Americans?
In this episode of Friends Talk Financial Planning, John and Bridget discuss the concerns facing many Americans today regarding home ownership. Has it truly become impossible for regular folks to afford a house in today's economy? They'll analyze housing affordability in the US, discuss historical home ownership rates with regards to the modern context, and explore whether our expectations of what a home should offer have evolved over the years. Prepare to challenge your perc

Bridget Sullivan Mermel CFP(R) CPA
Apr 15, 2024


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 strategies to considering carrying costs, they delve into the emotional and financial aspects of selling a property. Join them as they explore the decision-making process and the importance of taking into account the value of time and effort. Don't miss out on their valuable tips! Episode about Bridget selling her house: https://youtu.be/6dxsm

Bridget Sullivan Mermel CFP(R) CPA
Nov 27, 2023


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 lessons she learned along the way. With the current real estate market characterized by low inventory and high interest rates, Bridget breaks down these factors and their impact on the buying process. She also discusses the unique circumstances of sellers in today's market and the challenges they may face in transitioning out of their homes.

Bridget Sullivan Mermel CFP(R) CPA
Oct 23, 2023
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