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

Join us as we welcome a very special guest, Ken Robinson, the author of Don't Make a Budget: Why it's So Hard to Save Money and What to...

Many people of heard about Donor Advised Funds (D.A.F.) but not everyone knows how powerful they can be to leverage charitable giving. ...

Giving money away can come with happiness or regret. Bridget Sullivan Mermel and John Scherer discuss how to avoid three flavors of...

I Bonds New Fixed Rate is about double what it was before--up to .9% of your investment. In this video we talk through the strategies...

Your 200 Year Legacy is something that can be difficult to wrap your head around. Thinking about your legacy can enrich your life and...

Money Buys Happiness But: Researchers have been trying to nail down how much money contributes to happiness for years. Daniel Kahneman...

The debt limit ceiling is worrying a lot of people. By the end of this episode, you'll know: What is causing the debt ceiling crisis;...

When you've reached a point in your life when you know you've got more than enough, you may think about passing along your financial...

Reasons to Sell I Bonds: The new rate announced with Series I Bonds is 4.30%, which includes a .9% fixed rate. With the new interest...

Paying zero tax in retirement is possible, but it doesn't generally happen by accident. In this episode we discuss major sources of tax...

Hi, this is Bridget Sullivan Mermel. Why financial planning? Why fee-only? What's important to John Scherer and I? The first time John...

Athlete Investment Advice | Sloan Stevens and Blake Griffith are two athletes who were profiled in a recent article. Both detailed their...

Will Schwab fail? Is @CharlesSchwab next to go down? With recent uncertainty at banks, Schwab is in the news for all the wrong reasons....

Buying Series I Bonds before the rates drops make sense for many people. The rate changes on May 1 for new purchases, but in 2023, you...

It seems like every day we hear about new scams and new scandals with people stealing our identity. On this episode, we’ll talk about...

If you're worried about what the Silicon Valley Bank and Signature Bank's recent closings, you'll want to understand exactly what money...

Kids benefit from Roth, just like grownups do. Children benefit from Roth can be great places to save money and it can be especially...

The number one financial skill for retirement means what you need to have mastered before you give up your job. It's not about...

Annuity vs Bond Ladder. Since bonds and CDs are making money again, people are interested in bonds and CD ladders. We wanted to get more...

Recession-Proof Your Finances: Which gives better advice on recession-proofing your finances? Experts or ChatGPT? That's what we decided...

Mutual Fund vs Exchange Traded Fund? There are basic differences you should know. We talk about why the two forms of investment have...

Financial planning can be compared to playing football in many ways. Just as a football team needs both an offense and a good defense,...

Individual 401Ks, otherwise known as Solo 401Ks, are retirement plans is specifically designed for self-employed individuals and small...

What's NOT in the SECURE Act hasn't gotten much attention as everyone, including @FriendsTalkFinancialPlanning, have been focusing on...