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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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How Do I Save For Retirement When I'm Self Employed?
How do I save for retirement when I'm Self Employed? What are the options for retirement plans? Join us this week as we discuss small...
Bridget Sullivan Mermel CFP(R) CPA
Apr 1
Tips To Maximize Your Spending In Retirement
Join us today for tips to maximize your spending in retirement when you saved more than you can possibly spend. I'm retired and I...
Bridget Sullivan Mermel CFP(R) CPA
Jan 25
5 Signs You Are Not Spending Enough Money In Retirement - Don't Leave Too Much Behind!
Five signs you are not spending enough money in retirement. Typically we get the question - am I spending too much? However, it is just...
Bridget Sullivan Mermel CFP(R) CPA
Jan 11
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
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
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
Don't Panic! Catch Up On Retirement Savings - It's Not Too Late!
Catch up on retirement savings - it's not too late to start saving today! Do you struggle with saving money? Take responsibility for your...
Bridget Sullivan Mermel CFP(R) CPA
Nov 28, 2024
Do I Have Enough Saved To Retire? I Am Afraid I Am Not On Track!
I just turned 50. I have $100,000 saved. Do I have enough saved to retire? In this episode of Friends Talk Financial Planning, hosts...
Bridget Sullivan Mermel CFP(R) CPA
Nov 6, 2024
Should You Do a Roth Conversion? Key Factors to Consider
Welcome back to Friends Talk Financial Planning! In today’s episode, Bridget and John discuss the strategic world of Roth conversions....
Bridget Sullivan Mermel CFP(R) CPA
Oct 27, 2024
IRA Inheritance Rules Explained: What You Need to Know
Inheriting an IRA can be overwhelming, especially with the recent changes in tax laws. In this episode, Bridget and John break down the...
Bridget Sullivan Mermel CFP(R) CPA
Oct 27, 2024
Can You Afford to Retire with Credit Card Debt?
Welcome to FTFP! In this episode, hosts Bridget Sullivan Mermel and John Scherer dive into a critical topic: retiring with credit card...
Bridget Sullivan Mermel CFP(R) CPA
Sep 30, 2024
Saving for College: Some Would Say It's Stupid?
John thinks saving for college is stupid. That's going to be our topic today on Friends Talk Financial Planning. Join Bridget Sullivan...
Bridget Sullivan Mermel CFP(R) CPA
Sep 3, 2024
Navigating Health Insurance Before Medicare: Tips for Early Retirees
Are you considering retiring before age 65 and worried about covering healthcare costs before Medicare kicks in? You're not alone! In...
Bridget Sullivan Mermel CFP(R) CPA
Sep 2, 2024
Prepare for 2026 Tax Rate Changes: Strategies
Join John and Bridget in this episode of Friends Talk Financial Planning as they delve into the upcoming tax rate changes scheduled for...
Bridget Sullivan Mermel CFP(R) CPA
Sep 2, 2024
Navigating Long-Term Care Insurance: Is It the Right Choice for You?
Are you considering long-term care insurance but feeling overwhelmed with all the options and details? Look no further! Join us, Bridget...
Bridget Sullivan Mermel CFP(R) CPA
Aug 5, 2024
Retirement Age
In today's episode, Bridget and John explore the surprising reality of retirement age. Despite common perceptions, most people retire...
Bridget Sullivan Mermel CFP(R) CPA
Jul 2, 2024
How Much Do You Really Need for Retirement? Survey Says $1.46 Million
In this episode of Friends Talk Financial Planning, Bridget Sullivan Mermel and John Scherer discuss a recent survey by Northwestern...
Bridget Sullivan Mermel CFP(R) CPA
Jun 3, 2024
Exploring Net Worth by Age
In this episode of Friends Talk Financial Planning, John and Bridget delve into the topic of net worth by age. They discuss the...
Bridget Sullivan Mermel CFP(R) CPA
May 31, 2024
Mastering Money: 5 Personal Finance Fundamentals You Should Know
In this informative episode, Bridget Sullivan Mermel and John Scherer discuss the foundational aspects of personal finance, known as the...
Bridget Sullivan Mermel CFP(R) CPA
Apr 27, 2024
The Benefits and Risks of Putting 100% of Your Investments into Stocks
In this week's episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel discuss the pros and cons of...
Bridget Sullivan Mermel CFP(R) CPA
Apr 15, 2024
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