Interested in Personal and Financial Planning?

Welcome! Bridget Sullivan Mermel and John Scherer talk introduce themselves and talk about why they started the channel, Friends Talk Financial Planning.

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

Bridget Sullivan Mermel CFP(R) CPA

Sep 30, 2024

In this episode of Friends Talk Financial Planning, John and Bridget dig into the world of fixed annuities. They discuss the components...

Bridget Sullivan Mermel CFP(R) CPA

Mar 20, 2024

Check out our latest episode of Friends Talk Financial Planning, where Bridget and John dive into their predictions for 2024. They...

Bridget Sullivan Mermel CFP(R) CPA

Feb 9, 2024

In this engaging episode of Friends Talk Financial Planning, hosts John and Bridget delve into the intricacies of selling I bonds,...

Bridget Sullivan Mermel CFP(R) CPA

Dec 4, 2023