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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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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
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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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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
Apr 1, 2024
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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 20, 2024
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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 10, 2024
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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
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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 20, 2024
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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
Feb 11, 2024
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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, 2024
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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 30, 2024
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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
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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...
Bridget Sullivan Mermel CFP(R) CPA
Nov 27, 2023
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4 Types of Tax Free Retirement Income | Paying zero tax can be fun!
Paying zero tax in retirement is possible, but it doesn't generally happen by accident. In this episode we discuss major sources of tax...
Bridget Sullivan Mermel CFP(R) CPA
May 2, 2023
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How to Protect Yourself from Identity Theft | Better Safe than Sorry!
It seems like every day we hear about new scams and new scandals with people stealing our identity. On this episode, we’ll talk about...
Bridget Sullivan Mermel CFP(R) CPA
Apr 1, 2023
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Number One Financial Skill for Retirement | Plus How to Make it Easy!
The number one financial skill for retirement means what you need to have mastered before you give up your job. It's not about...
Bridget Sullivan Mermel CFP(R) CPA
Mar 13, 2023
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