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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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The Impact of Presidential Party on Stock Returns: Best and Worst Presidents Analyzed
In this episode of Friends Talk Financial Planning, hosts John and Bridget discuss the impact of presidential politics on the stock...
Bridget Sullivan Mermel CFP(R) CPA
Nov 6, 2023
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Protecting Your Identity: 5 Important Tips
In this episode of Friends Talk Financial Planning, John and Bridget discuss the increasing threat of cybercrime and share five important...
Bridget Sullivan Mermel CFP(R) CPA
Oct 29, 2023
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Navigating the Current Real Estate Market: Lessons Learned from Bridget's House Purchase
In this episode of Friends Talk Financial Planning, Bridget shares her personal experience of buying a house and the financial planning...
Bridget Sullivan Mermel CFP(R) CPA
Oct 23, 2023
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Why is it hard for companies to stay on top?
John Scherer and Bridget Sullivan Mermel discuss why it's difficult for companies to stay at the top and what investors can do about it....
Bridget Sullivan Mermel CFP(R) CPA
Oct 15, 2023
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Retirement Account Withdrawal Rules: Exceptions to the Age 59 ½ Requirement
Bridget Sullivan Mermel and John Scherer discuss the 59 and a half year age rule for retirement account withdrawals. They highlight...
Bridget Sullivan Mermel CFP(R) CPA
Oct 11, 2023
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Preventing Bank Hacking: Tips to Protect Your Finances
In this episode of Friends Talk Financial Planning, Bridget Sullivan Mermel shares her personal experience of being hacked and provides...
Bridget Sullivan Mermel CFP(R) CPA
Oct 2, 2023
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Concerns Arise over Market Concentration on FANG Stocks
In this episode, John and Bridget discuss the concentration of stocks in the market, particularly the so-called FANG stocks (Facebook,...
Bridget Sullivan Mermel CFP(R) CPA
Oct 2, 2023
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New IRS Rules for Catch-Up Contributions and Their Potential Impact
John and Bridget discuss the new rules introduced by the IRS regarding catch-up contributions for individuals over the age of 50. The...
Bridget Sullivan Mermel CFP(R) CPA
Sep 22, 2023
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The Impact of Inflation on Retirement: A Closer Look
John Scherer and Bridget Sullivan Mermel discuss the impact of inflation on retirement in this episode of Friends Talk Financial...
Bridget Sullivan Mermel CFP(R) CPA
Sep 21, 2023
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The Fiduciary Standard: The Knighthood Oath for Financial Planners
`Welcome to another episode of Friends Talk Financial Planning! In this installment, we delve into the world of the Fiduciary Standard—a...
Bridget Sullivan Mermel CFP(R) CPA
Jul 11, 2023
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WSJ Quoted Me in Their Headline!
I was recently quoted in a Wall Street Journal article: "The 'You-Make-a-Lot-of-Money Tax' Hits More Americans" by Laura Saunders. Here's...
Bridget Sullivan Mermel CFP(R) CPA
Jul 4, 2023
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The No Budget Budget with Ken Robinson
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...
Bridget Sullivan Mermel CFP(R) CPA
Jul 1, 2023
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Donor Advised Funds - The Smart Way To Give!
Many people of heard about Donor Advised Funds (D.A.F.) but not everyone knows how powerful they can be to leverage charitable giving. ...
Bridget Sullivan Mermel CFP(R) CPA
Jun 26, 2023
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Donating: Feel Less Regret, More Happiness!
Giving money away can come with happiness or regret. Bridget Sullivan Mermel and John Scherer discuss how to avoid three flavors of...
Bridget Sullivan Mermel CFP(R) CPA
Jun 17, 2023
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Using I Bonds New Fixed Rate to Optimize Earnings
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...
Bridget Sullivan Mermel CFP(R) CPA
Jun 11, 2023
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Your 200 Year Legacy | Nurture what Matters!
Your 200 Year Legacy is something that can be difficult to wrap your head around. Thinking about your legacy can enrich your life and...
Bridget Sullivan Mermel CFP(R) CPA
Jun 3, 2023
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Money Buys Happiness BUT...| New Research reveals How it Works!
Money Buys Happiness But: Researchers have been trying to nail down how much money contributes to happiness for years. Daniel Kahneman...
wsmith224
May 31, 2023
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Debt Ceiling Crisis: Should You Worry?
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;...
Bridget Sullivan Mermel CFP(R) CPA
May 22, 2023
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Tax-efficient Giving | Make Your Kids and Grandkids Happy!
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...
Bridget Sullivan Mermel CFP(R) CPA
May 16, 2023
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Reasons to Sell I Bonds | Time to Ditch Your Latest BFF?
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...
Bridget Sullivan Mermel CFP(R) CPA
May 9, 2023
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4 Types of Tax Free Retirement Income | Paying zero tax can be fun!
Paying zero tax in retirement is possible, but it doesn't generally happen by accident. In this episode we discuss major sources of tax...
Bridget Sullivan Mermel CFP(R) CPA
May 2, 2023
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Why We Became Fee-Only Financial Planners | We Share our Stories
Hi, this is Bridget Sullivan Mermel. Why financial planning? Why fee-only? What's important to John Scherer and I? The first time John...
Bridget Sullivan Mermel CFP(R) CPA
Apr 27, 2023
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Athlete Investment Advice | We React!
Athlete Investment Advice | Sloan Stevens and Blake Griffith are two athletes who were profiled in a recent article. Both detailed their...
Bridget Sullivan Mermel CFP(R) CPA
Apr 27, 2023
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Will Schwab Fail? Silicon Valley Bank vs Schwab
Will Schwab fail? Is @CharlesSchwab next to go down? With recent uncertainty at banks, Schwab is in the news for all the wrong reasons....
Bridget Sullivan Mermel CFP(R) CPA
Apr 18, 2023
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