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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.
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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
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
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
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
Tax Changes Post Election: What To Expect And How To Prepare
Tax changes post election - what can you expect and how can you prepare for these changes? Join us this week as Bridget and John discuss...
Bridget Sullivan Mermel CFP(R) CPA
Nov 19, 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
Understanding the Tax Implications After Losing a Spouse
When someone loses a spouse, there are numerous financial changes that occur. One major change is in their tax situation. In this episode...
Bridget Sullivan Mermel CFP(R) CPA
Sep 8, 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
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
Mar 5, 2024
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
Jan 10, 2024
Maximizing Donor-Advised Funds: Advanced Techniques for Tax Planning and Charitable Giving
In this episode of FTFP, John and Bridget dive into the advanced strategies of using donor-advised funds for charitable giving and tax...
Bridget Sullivan Mermel CFP(R) CPA
Dec 17, 2023
The Basics of Donor-Advised Funds: Tax Benefits and Flexible Charitable Giving Strategies
In this episode of Friends Talk Financial Planning, John and Bridget dive into the basics of Donor-Advised Funds. They discuss how these...
Bridget Sullivan Mermel CFP(R) CPA
Dec 12, 2023
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