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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.
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Just Married? A Checklist To Manage Money Together
Just married or know someone who is? Listen today for how to manage money together for financial success in marriage. We discuss...
Bridget Sullivan Mermel CFP(R) CPA
Mar 1
Smart Couples Master These Money Moves Before Marriage
Getting married or know someone who is? Smart couples master these money moves before marriage! In today's conversation, we discuss...
Bridget Sullivan Mermel CFP(R) CPA
Mar 1
Top Spots To Safely Store Your Money Today
In this episode of Friends Talk Finanical Planning, Bridget Sullivan Mermel and John Scherer discuss smart strategies for parking your...
Bridget Sullivan Mermel CFP(R) CPA
Sep 8, 2024
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
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
Banks Fail 2023 | FDIC Insurance Explained
If you're worried about what the Silicon Valley Bank and Signature Bank's recent closings, you'll want to understand exactly what money...
Bridget Sullivan Mermel CFP(R) CPA
Mar 27, 2023
Recession-Proof Your Finances | Us vs ChatGPT
Recession-Proof Your Finances: Which gives better advice on recession-proofing your finances? Experts or ChatGPT? That's what we decided...
Bridget Sullivan Mermel CFP(R) CPA
Feb 27, 2023
Where to Park Cash | Don't Miss Out | Higher Interest Rates have Arrived!
CDs, or Certificates of Deposit, Treasuries, and TBills are paying higher interest than they have been in years. You can start earning...
Bridget Sullivan Mermel CFP(R) CPA
Oct 30, 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 25, 2022
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 16, 2021
Breaking up with your bank
Socially responsible money management starts with your bank
Bridget Sullivan Mermel CFP(R) CPA
Jul 9, 2019
Dive Deep into Credit Cards
Recently a client emailed me to ask, “What is the best credit card?” Then, at a family holiday, four of my nieces and nephews asked the...
Bridget Sullivan Mermel CFP(R) CPA
Feb 18, 2016
Breaking Up with My Bank
Dear Bridget, Although I like a good vampire movie, I don’t like it when I feel like my big bank has fangs in my neck. Between high ...
Bridget Sullivan Mermel CFP(R) CPA
Feb 9, 2012
Crisis: Real or Manufactured?
Dear Bridget, Is there anything we can/should do about the pending debt-ceiling deadline? Should I be getting cash out of the bank to...
Bridget Sullivan Mermel CFP(R) CPA
Jul 29, 2011
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