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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 are Bonds Like Pickles?
Stock market up or down—should I sell? Financial planners are often are asked, “The stock market is at an all time high. Should I sell?”...
Bridget Sullivan Mermel CFP(R) CPA
Feb 15, 2021
Gamestop, Robinhood and Wise Financial Planning
With Reddit, Gamestop, Koss, Citadel, and Robinhood all involved—how do you sort it out? What does it mean for your investing? Bridget...
Bridget Sullivan Mermel CFP(R) CPA
Feb 6, 2021
Super Bowl and Financial Planning
Superbowl who’s going to win? What does it say about financial planning? Bridget Sullivan Mermel CFP® CPA and John Scherer CFP® talk...
Bridget Sullivan Mermel CFP(R) CPA
Feb 5, 2021
Valentine’s Gifts: Anxiety-inducing nightmare or celebration of love?
John Scherer CFP® and Bridget Sullivan Mermel CFP® CPA talk about what the research tells us about in how to pick gifts for your romantic...
Bridget Sullivan Mermel CFP(R) CPA
Jan 30, 2021
Market Predictions 2021
Wondering what the stock market is going to do this year? John Scherer CFP(R) and Bridget Sullivan Mermel CFP(R) CPA discuss John's...
Bridget Sullivan Mermel CFP(R) CPA
Jan 23, 2021
Win at the Lottery (whether your number comes up or not)
What does what you thinking about winning the lottery say about your life now? Let's take it a step further... So what if it really...
Bridget Sullivan Mermel CFP(R) CPA
Jan 16, 2021
Stimulus Update: Stimulus checks plus more PPP
Bridget Sullivan Mermel, CPF(R), CPA and John Scherer CFP(R) talk about how you can get more money with the stimulus money that passed...
Bridget Sullivan Mermel CFP(R) CPA
Jan 9, 2021
Habits and Goals: Be effective and happy while improving your life
Bridget Sullivan Mermel CFP® CPA and John Scherer CFP® talk about how to form effective goals and establish new habits. Resolutions are...
Bridget Sullivan Mermel CFP(R) CPA
Jan 8, 2021
Donate Effectively: Improve your Impact, feel good!
Improve your impact, your effectiveness, and feel good while making the world a better place. We discuss how to find good charities both...
Bridget Sullivan Mermel CFP(R) CPA
Dec 26, 2020
Buying Gifts Part Two: Give Better Gifts
Do you ever struggle with how to give better gifts? There is a lot of research that tries to help. Bridget and John discuss more tips...
Bridget Sullivan Mermel CFP(R) CPA
Dec 19, 2020
Buying Gifts: It's a Skill You Can Improve!
Buying gifts can be difficult, but it doesn't have to be. In this episode Bridget Sullivan Mermel CFP(R) CPA and John Scherer CFP(R)...
Bridget Sullivan Mermel CFP(R) CPA
Dec 18, 2020
QCD: Qualified Charitable Distributions can save you money on taxes
Bridget Sullivan Mermel CFP(R), CPA and John Scherer CFP(R) discuss taking Qualified Charitable Distributions (QCD)s from IRAs. This is...
Bridget Sullivan Mermel CFP(R) CPA
Dec 7, 2020
Gold and Silver: Is it time to buy?
CPA and CFP(R) Bridget Sullivan Mermel talks with CFP John Scherer about what they tell clients who are interested in buying silver and...
Bridget Sullivan Mermel CFP(R) CPA
Dec 6, 2020
Tax Increases and Other Financial Predictions
Are taxes going up? When? John Scherer and Bridget Sullivan Mermel are Friends talking about Financial Planning
Bridget Sullivan Mermel CFP(R) CPA
Nov 30, 2020
Stock Market Up! Should I Sell?
Certified Financial Planners TM Bridget Sullivan Mermel and John Scherer discuss how to think through the emotions of a high stock market....
Bridget Sullivan Mermel CFP(R) CPA
Nov 10, 2020
Should I Refinance?
Mortgage interest rates are at record lows, so we're getting this question a lot, and encouraging a lot of people to look into it! Our...
Bridget Sullivan Mermel CFP(R) CPA
Oct 22, 2020
Stock market and election--does it matter?
How do elections effect the stock market? What should you do with your investments? Certified Financial PlannersTM Bridget Sullivan...
Bridget Sullivan Mermel CFP(R) CPA
Oct 22, 2020
Video: Save money on taxes when you retire in Chicago
Saving money on state income tax, property tax and other Chicago fees when you retire in Chicago--that's what Kyle Harvey and Anne...
Bridget Sullivan Mermel CFP(R) CPA
Oct 15, 2020
6 Questions to Ask Mortgage Brokers
Originally published in 2009, the author updates this with new information periodicaly
Bridget Sullivan Mermel CFP(R) CPA
Oct 14, 2020
Video: Your Corona Virus Financial Checkup
What should you be doing right now with your finances?
Bridget Sullivan Mermel CFP(R) CPA
May 20, 2020
Buying a house? Avoid these five pitfalls
The biggest mistake people make when buying a house is over-buying.
Bridget Sullivan Mermel CFP(R) CPA
Jul 15, 2019
Millennials Are Mooches…and Other Money Myths
There are plenty of stereotypes about how certain people behave around money — stereotypes I’ve often seen contradicted in my experience as
Bridget Sullivan Mermel CFP(R) CPA
Jul 15, 2019
How I Plan for the Stock Market Freakout…I Mean Selloff
I got an email from Nate, a client, linking to a story about the stock market’s climb. “Is it time to sell?” he asked me. “The stock...
Bridget Sullivan Mermel CFP(R) CPA
Jul 15, 2019
Buying a House? Talk to Kojak
Terri and David came in for a meeting with me. They were expecting a baby and wanted to buy a house. They had their eye on a $500,000...
Bridget Sullivan Mermel CFP(R) CPA
Jul 15, 2019
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