Bridget Sullivan Mermel CFP(R) CPA
Aging Gracefully and Money with Kathleen Rehl
Thought leader on retirement and money, farmgirl, artist, teacher, professor, fundraiser, financial planner, then public speaker,...
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Managing your money, emotions, and meaning of life...
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Bridget Sullivan Mermel CFP(R) CPA
- Feb 7
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
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
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
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
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
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...
Bridget Sullivan Mermel CFP(R) CPA
- Dec 18, 2021
Are Taxes Going Up? Maybe. 2 Steps to Prepare
There's a lot speculation that taxes are going up in the future. People wonder--what should I do? Fear is the underpinning of a lot of...
Bridget Sullivan Mermel CFP(R) CPA
- Dec 9, 2021
Student Loans Now! With Patti Hughes
People are talking a rare opportunity to help lift the student loan burden. Plus, they’re on pause until January. Is there any hope...
Bridget Sullivan Mermel CFP(R) CPA
- Dec 6, 2021
Financial Planning for Omicron: Are You Worried?
The Omicron variant is coming. Should you change your financial planning to adjust for the latest variant? Are you worried about your...
Bridget Sullivan Mermel CFP(R) CPA
- Nov 27, 2021
4 Mistakes People Make When They Find a Financial Planner
Finding a financial planner can be difficult. They all sound the same when they say they care about their clients. How can a normal...
Bridget Sullivan Mermel CFP(R) CPA
- Nov 26, 2021
Make More in Donations and Pay Less in Tax
If you want to make more in donations and pay less in tax, picking the right way to give to charity is crucial. In this video, we'll...
Bridget Sullivan Mermel CFP(R) CPA
- Nov 16, 2021
High Inflation Money Strategy: Invest to Beat Inflation
Inflation is high; we discuss the strategy we both use to help clients understand and plan for it. We haven't seen inflation figures...
Bridget Sullivan Mermel CFP(R) CPA
- Nov 11, 2021
Fee-only or Fee-based financial advisor: What's the Difference?
What's the difference between a Fee-only or fee-based financial advisor? It turns out, the difference is significant. We’ve talked in...
Bridget Sullivan Mermel CFP(R) CPA
- Nov 11, 2021
Medicare, Marketplace and Me on The Chicago Money Show
Medicare and the Marketplace have had big changes this year. It’s open enrollment time, so now you or someone you love might be able to...
Bridget Sullivan Mermel CFP(R) CPA
- Nov 4, 2021
Which Employee Benefits for Me? Sorting Through Your Options During Open Enrollment
Confused about which employee benefits are right for you during open enrollment? You're not alone. This video helps you be smart and...
Bridget Sullivan Mermel CFP(R) CPA
- Oct 27, 2021
3 Questions to Ask when Finding a Financial Advisor
When you look for a financial advisor, there are three questions you absolutely must ask. Finding a financial advisor can be difficult....
Bridget Sullivan Mermel CFP(R) CPA
- Oct 20, 2021
Keys to Creating Minority Wealth on The Chicago Money Show
Minority families’ net worth is about 15% of white families, and Blacks and Latinx with bachelor’s degrees typically earn $12,000 a year...
Bridget Sullivan Mermel CFP(R) CPA
- Oct 16, 2021
Give I Bonds to Kids: Save Tax, More Flexible than 529s
Series I Bonds savings bonds are currently paying more interest than other safe investments. That means a lot of people are paying...
Bridget Sullivan Mermel CFP(R) CPA
- Oct 16, 2021
Should I buy I Bonds? How do I buy I Bonds?
Buying I bonds can be a smart way to keep up with inflation and earn more interest. But who should buy I Bonds? How do you actually go...
Bridget Sullivan Mermel CFP(R) CPA
- Oct 5, 2021
Eliminate Money Hurdles to Improve Your Finances: Darcy Luoma Talks Financial Planning
Money hurdles can make people feel helpless to improve their relationship with their finances. Darcy Luoma joins Bridget Sullivan Mermel...
Bridget Sullivan Mermel CFP(R) CPA
- Sep 28, 2021
Special Guest Darcy Luoma Talks Money: Three Steps to More Intentional Personal Finance
Darcy Luoma describes how you can become more intentional with your money. Our Special Guest Darcy Luoma will help us understand! She's...
Bridget Sullivan Mermel CFP(R) CPA
- Sep 14, 2021
Allowances, I Bonds, Social Security, Buying a 2 flat... Your Questions! The Chicago Money Show
Bridget Sullivan Mermel CFP(R) CPA fields questions including: How should I handle allowances with kids? When should I take social...