Bridget Sullivan Mermel CFP(R) CPA
Overcoming Impostor Syndrome and the Shecession: Single Woman and Money
Between impostor syndrome and the shecession, being a single woman can be tough! But, armed with the right information, you can...
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Bridget Sullivan Mermel CFP(R) CPA
- May 7, 2022
Building a Bond Ladder: Guaranteed Income on Same Date Every Year
https://youtu.be/9TjD_b7OVvk The bond ladder--a tool in retirement that provides guaranteed cash flow on the same date each year for a...
Bridget Sullivan Mermel CFP(R) CPA
- May 1, 2022
How to Figure Out Retirement: Knowing How Much You Need to Retire
You can figure out retirement, but it generally takes a bit of time. Knowing how much you need to retire and feeling ready to do it are...
Bridget Sullivan Mermel CFP(R) CPA
- Apr 24, 2022
How Much Money For Financial Independence? Financial Success by 55!
Understanding how much money you need for financial independence isn't rocket science. What do you need to consider yourself a...
Bridget Sullivan Mermel CFP(R) CPA
- Apr 18, 2022
I Bonds: Buy Now or Wait until May? Like Planting Zucchini!
Figuring out if you want to buy I bonds now or wait until May can be confusing. With guaranteed interest rates on these savings bonds...
Bridget Sullivan Mermel CFP(R) CPA
- Apr 9, 2022
Net Worth by 40: Are You on Track?
Is your net worth by age 40 putting you on track to retire? This is an important question we often get as fee only financial planners. We...
Bridget Sullivan Mermel CFP(R) CPA
- Apr 7, 2022
Adulting with Money on the Chicago Money Show with Guest Kacie Swartz
Adulting. It means to act responsibly. But is adulting “exclusively used by people who adult less than 50% of the time?” You can test...
Bridget Sullivan Mermel CFP(R) CPA
- Apr 3, 2022
Net worth at 30: How do you compare?
Is your net worth at 30 on the right track? We talk about how to figure that out. First, we talk about elements of net worth. What is...
Bridget Sullivan Mermel CFP(R) CPA
- Mar 25, 2022
Where to park money: Viewer asks--where do I stash 500K?
Where to park money? A viewer inherited $500,000 and wanted to know. They (wisely) didn't want to take some time to decide exactly what...
Bridget Sullivan Mermel CFP(R) CPA
- Mar 20, 2022
Is Inflation Good or Bad? How to think it through.
Is Inflation good or bad? Gas prices are up. We see them every time we drive down the street. On the news, they keep talking about...
Bridget Sullivan Mermel CFP(R) CPA
- Mar 20, 2022
How to Pick Investments for My 401K? | We reveal how we invest our 401Ks
Figuring out how to pick investments for your 401K can be confusing. We tell you how we chose mutual funds in our own 401ks, what our...
Bridget Sullivan Mermel CFP(R) CPA
- Mar 20, 2022
Crypto: Fear of Missing Out (FOMO)? Is that Good or Bad?
The Larry David commercial during the Superbowl plus other ads play on our FOMO (fear of missing out) on crypto. Do you need to be afraid?...
Bridget Sullivan Mermel CFP(R) CPA
- Mar 10, 2022
Avoid Fumbling, Prepare for the Future, with Dennis Stearns
Here's a link to the video: https://www.youtube.com/watch?v=a7Zc86yeY-A Join Dennis Stearns and me talk about his last book, Fourth...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 26, 2022
Is Buying an Annuity a Mistake? 5 Red Flags to Watch For
Too often, buying an annuity is a mistake. It doesn't have to be. Watching for 5 simple, easy to identify red flags can help you avoid...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 26, 2022
How to Loan Money To a Friend or Family Member and Protect Yourself
If you're thinking about loaning money to a friend or family member, there are many things to keep in mind. Or, if you're thinking of...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 13, 2022
The Super Bowl and Money: Takeaways you can use in your personal financial planning
Millions of people around the world will watch the Super Bowl but few will think about lessons they can take from the game to apply to...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 11, 2022
Aging Gracefully and Money with Kathleen Rehl
Thought leader on retirement and money, farmgirl, artist, teacher, professor, fundraiser, financial planner, then public speaker,...
Bridget Sullivan Mermel CFP(R) CPA
- Feb 7, 2022
Investment Market Insight: The Good, the Bad & the Ugly from 2021 Predictions
There is never a shortage of stock market predictions, but have any of those actually given insight into what is going to happen in any...
Bridget Sullivan Mermel CFP(R) CPA
- Jan 30, 2022
New parent financial planning: what you need to know when baby is on the way!
There are a lot of things for a new parent to think about when a baby is on the way, and financial planning is one of the big ones. In...
Bridget Sullivan Mermel CFP(R) CPA
- Jan 23, 2022
Avoid Valentine Gift Disasters: Buy a Decent gift
When getting a Valentine's Day gift, most of us just want to Avoid Valentine Gift Disasters. We talk through strategies backed by...
Bridget Sullivan Mermel CFP(R) CPA
- Jan 15, 2022
Invest, Gamble or Speculate; What's the difference?
Invest, gamble, or speculate. John's going to Vegas. Is that to gamble? Invest? something in between? In this episode of Friends Talk...
Bridget Sullivan Mermel CFP(R) CPA
- Jan 11, 2022
Stock Market Predictions: Our Outlook for 2022
There is a lot of news about stock market predictions for 2022, find out our outlook for 2022 and learn market predictions are worth your...
Bridget Sullivan Mermel CFP(R) CPA
- Jan 7, 2022
How to Start and Run a Small Business with owners of Uncommon Ground and the 5G store
How do you start a small business? Is it worth it? How do you get into it, anyway? In this episode I’m joined by two Chicago-area...
Bridget Sullivan Mermel CFP(R) CPA
- Dec 18, 2021
Socially Responsible Investing for Good Returns: How to Invest in ESG without Lower Returns
Socially Responsible Investing means lower returns to some people. It doesn't have to. In this video, we explain how to get market...
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