Managing your money, emotions, and meaning of life...

Should you loan or give money to friends and family? It's a common dilemma, and today, Bridget and John dive into the best practices for...

Are you considering long-term care insurance but feeling overwhelmed with all the options and details? Look no further! Join us, Bridget...

In this episode of Friends Talk Financial Planning, Bridget and John dive into one of the most debated topics in personal finance: When...

In this episode of Friends Talk Financial Planning, Bridget and John dive into a fascinating survey conducted by Northwestern Mutual,...

In today's episode, Bridget and John explore the surprising reality of retirement age. Despite common perceptions, most people retire...

Join John and Bridget as they delve into the relationship between interest rates and stock performance. Discover surprising insights that...

With the presidential election approaching, there's a lot of speculation on how it might impact the stock market and your investment...

In this episode of Friends Talk Financial Planning, Bridget Sullivan Mermel and John Scherer discuss a recent survey by Northwestern...

In this episode of Friends Talk Financial Planning, John and Bridget delve into the topic of net worth by age. They discuss the...

Join Bridget and John in this insightful episode of Friends Talk Financial Planning, where they delve into the ongoing implications of...

Welcome to Friends Talk Financial Planning, where today, hosts John and Bridget discuss the effectiveness and implications of divesting...

Join Bridget and John as they dive into the intriguing topic of "Rich Tax vs. Poor Tax" in this informative episode. Discover how the tax...

In this episode of FTFP, hosts John Scherer and Bridget Sullivan Mermel dive deep into the importance of comprehensive and collision...

In this informative episode, Bridget Sullivan Mermel and John Scherer discuss the foundational aspects of personal finance, known as the...

In this episode of Friends Talk Financial Planning, John and Bridget discuss the concerns facing many Americans today regarding home...

In this week's episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel discuss the pros and cons of...

In this episode of Friends Talk Financial Planning, John and Bridget discuss the truth behind guaranteed rates in variable annuities....

In this video, Bridget and John discuss the process of finding the 1099-INT for selling I bonds in 2023. They walk through the steps of...

In this episode of Friends Talk Financial Planning, John and Bridget dig into the world of fixed annuities. They discuss the components...

In this episode of Friends Talk Financial Planning, John and Bridget discuss the three deadly annuity mistakes that individuals should...

In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel uncover four hidden secrets that investment...

Join Bridget and John as they discuss the day in the life of a financial planner, sharing insights from their decades of experience in...

In this episode, Bridget and John share six important questions to ask when hiring a financial advisor or financial planner. They discuss...

In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel dive into the intricate balance between...