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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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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
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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
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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
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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
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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
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Should You Consider Investing in I Bonds?
In this episode of Friends Talk Financial Planning, John and Bridget discuss the new rates for I bonds that changed on November 1. They...

Bridget Sullivan Mermel CFP(R) CPA
Nov 15, 2023
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