top of page
Interested in Personal and Financial Planning?
Welcome! Bridget Sullivan Mermel and John Scherer talk introduce themselves and talk about why they started the channel, Friends Talk Financial Planning.
Search
Should I Buy I Bonds Now & How I Bonds are like Old Fashioned Cocktails!
Should I buy I bonds now? There's an incentive because interest on the series I bond changes November 1st. In this video we'll explain: *...
Bridget Sullivan Mermel CFP(R) CPA
Oct 30, 2022
World Values Day: Learn the Formula for More Money, Meaning and Happiness!
October 20th, 2022 is World Values Day. Everybody agrees that they want more happiness in their life. In honor of World Values Day, John...
Bridget Sullivan Mermel CFP(R) CPA
Oct 28, 2022
World Values Day means More Money!
In fourth grade, my niece’s teacher started a “genius hour.” Once a week during that hour, the students worked on whatever project they...
Bridget Sullivan Mermel CFP(R) CPA
Oct 14, 2022
Buy a New Car from Dealer: Car Salesman's Daughter Tells How
Buy A New Car from Dealer? This video, tells you everything Bridget Sullivan Mermel learned from her Dad about the process of buying a...
Bridget Sullivan Mermel CFP(R) CPA
Oct 9, 2022
How to Save Money For College Fund: Don't Save for College?
When it comes to how to save money for a college fund, John Scherer and Bridget Sullivan Mermel are unconventional financial planners....
Bridget Sullivan Mermel CFP(R) CPA
Oct 2, 2022
Inflation = Opportunity | Take Action | Save Money!
Inflation= Opportunity. There are upsides to inflation. Sure, inflation increases uncertainty and that makes people feel bad. But we're...
Bridget Sullivan Mermel CFP(R) CPA
Sep 25, 2022
Should I Take Student Loans if I Don't Need Them? | Free Money or Ball and Chain?
Should I Take Student Loans If I Don't Need Them? Are you missing out by not taking student loans? We’re going to talk about the pros...
Bridget Sullivan Mermel CFP(R) CPA
Sep 18, 2022
3 Student Loan Mistakes to Avoid: Don't Miss Out!
3 Student Loan Mistakes To Avoid. With the new rules on student loans, there is a lot of confusion, and a lot of opportunity. But, you...
Bridget Sullivan Mermel CFP(R) CPA
Sep 18, 2022
No Budget? No Problem! Retire Budget-free and Don't Run Out of Money
We both have a No Budget No Problem philosophy. However, if you have this approach, you'll want to keep in mind the things in this video....
Bridget Sullivan Mermel CFP(R) CPA
Sep 5, 2022
Avoid These Estate Planning Mistakes: You Can't Undo These When Dead
Avoid These Estate Planning Mistakes. You can only do estate planning when you're alive. When you're dead, it's too late. Not wanting to...
Bridget Sullivan Mermel CFP(R) CPA
Aug 29, 2022
How to Chose Employee Benefits: Must-haves and Safely Skip
When you have to chose employee benefits, there's a lot to consider. First-- on most people's mind--is what is a must have, one to...
Bridget Sullivan Mermel CFP(R) CPA
Aug 20, 2022
Happy Retirement Planning: 4 New Ways to Plan Your Happiness Now!
Happy retirement planning is about more than the financial aspects of retirement. It's also about planning not just to retire, but to...
Bridget Sullivan Mermel CFP(R) CPA
Aug 14, 2022
Pros and Cons of Group Life Insurance Through Work: Good, Bad and Ugly
The pros and cons of group term life insurance through work can be classified into good, bad and ugly. We talk about it all, with no more...
Bridget Sullivan Mermel CFP(R) CPA
Aug 6, 2022
Investing in Safe Bonds: Invest Like You're Rich and Take Less Risk
Investing in (safe) bonds: that's the strategy that rich people and people who are nearing or at retirement share. By the end of this...
Bridget Sullivan Mermel CFP(R) CPA
Jul 30, 2022
The 3 Best Finance Apps For 2022
Welcome guest-poster to our website April Cowell! She's got a lot to say about money. We love the smartphone because it makes our lives...
Bridget Sullivan Mermel CFP(R) CPA
Jul 28, 2022
How Long Will It Take Stock Market to Recover?: How Will Bear Market Last?
How Long Will It Take Stock Market to Recover? How long will the bear market last? When will the downturn be over? Bridget Sullivan...
Bridget Sullivan Mermel CFP(R) CPA
Jul 23, 2022
Recession-Proof Your Money: What to do if you feel recession fear
Recession-proof your money to help you reduce the fear of a recession. Make sure you're prepared. Do you want to make sure that you’ll...
Bridget Sullivan Mermel CFP(R) CPA
Jul 16, 2022
Biggest Financial Mistake Parents Make | Grandparents Can Help, Too!
What's the biggest financial mistake that parents make when having a child? That's the topic of this video. We won't be coy here: it's...
Bridget Sullivan Mermel CFP(R) CPA
Jul 9, 2022
Can I Afford a Boat (or other splurge)?
John bought a boat! How do financial planners think through (rationalize?) if they or clients can afford a boat or other splurge? We...
Bridget Sullivan Mermel CFP(R) CPA
Jul 5, 2022
401k to IRA Pros and Cons | When to do it. When to Hold Off
Rolling your 401K to an IRA used to be automatic advice, but it might not be a great idea. We talk about when to do it, and when to hold...
Bridget Sullivan Mermel CFP(R) CPA
Jun 28, 2022
Most Common Tax Mistake You May Be Making Now
The most common tax mistake people make is happening right now. Not doing tax planning. Or thinking that because they had their tax...
Bridget Sullivan Mermel CFP(R) CPA
Jun 18, 2022
How Do REITs Work in a Portfolio? | REIT Investing Explained
Real estate investing can be made easy with REITS, or real estate investment trusts. But many people don't know how REITs work in a...
Bridget Sullivan Mermel CFP(R) CPA
Jun 16, 2022
Chicago Real Estate--Time to Act?
The last time I had Kyle Harvey on the Chicago Money Show, the producers and director immediately said, “Have her on again. She’s good!”...
Bridget Sullivan Mermel CFP(R) CPA
Jun 10, 2022
Is it Best to Pay Off Mortgage Before Retiring?
Should you pay off your mortgage before you retire? Is it best to pay of your mortgage before retiring? What are the pros and cons of...
Bridget Sullivan Mermel CFP(R) CPA
Jun 6, 2022
bottom of page