Bridget Sullivan Mermel CFP(R) CPA
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...
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Bridget Sullivan Mermel CFP(R) CPA
- Sep 3
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 2
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
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
- Aug 5
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
- Jul 2
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
- Jun 3
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
- May 31
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
- Apr 27
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 15
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 1
Variable Annuities: The Truth About Guaranteed Rates of Return
In this episode of Friends Talk Financial Planning, John and Bridget discuss the truth behind guaranteed rates in variable annuities....
Bridget Sullivan Mermel CFP(R) CPA
- Mar 20
Understanding Fixed Annuities: How They Work and Making Informed Financial Decisions
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 10
Three Deadly Annuity Mistakes
In this episode of Friends Talk Financial Planning, John and Bridget discuss the three deadly annuity mistakes that individuals should...
Bridget Sullivan Mermel CFP(R) CPA
- Mar 5
Four Secrets Financial Advisors Don't Want You To Know
In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel uncover four hidden secrets that investment...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 20
6 Essential Questions to Ask When Hiring a Financial Advisor
In this episode, Bridget and John share six important questions to ask when hiring a financial advisor or financial planner. They discuss...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 11
Heart vs. Head in Financial Decisions: Choosing What Feels Right
In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel dive into the intricate balance between...
Bridget Sullivan Mermel CFP(R) CPA
- Jan 30
The Value of Hiring a Financial Advisor for the Non-Super-Rich
In 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) CPA
- Jan 30
Understanding RMDs and QCDs
In this episode of Friends Talk Financial Planning, John and Bridget address a viewer's question, breaking down the differences between...
Bridget Sullivan Mermel CFP(R) CPA
- Jan 10
DAF vs QCD: The Jargon Battle
In this episode, John and Bridget discuss all things Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) and how to...
Bridget Sullivan Mermel CFP(R) CPA
- Nov 27, 2023
Avoid IRS Penalties: Understanding Required Minimum Distributions (RMDs) and Secure Act 2.0
In this episode of Friends Talk Financial Planning, John and Bridget discuss the required minimum distributions (RMDs) and the recent...
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