Expecting? Congratulations! Listen today to hear our 6 financial planning tips for when baby is on the way. Here’s our checklist with six...

Just married or know someone who is? Listen today for how to manage money together for financial success in marriage. We discuss...

Getting married or know someone who is? Smart couples master these money moves before marriage! In today's conversation, we discuss...

This week we discuss legacy letters, which are personal letters written to loved ones to express values, life lessons, regrets, and love,...

In this insightful episode of Friends Talk Financial Planning (FTFP), we dive deep into the intersection of values, money, and freedom...

Join hosts Bridget and John in this thought-provoking episode of FTFP as they sit down with George Kinder, a pioneer in financial and...

Welcome to another insightful episode of Friends Talk Financial Planning! In today's special episode, we are joined by industry pioneer...

In this episode of FTFP, hosts John Scherer and Bridget Sullivan Mermel dive deep into the importance of comprehensive and collision...

In this informative episode, Bridget Sullivan Mermel and John Scherer discuss the foundational aspects of personal finance, known as the...

In this episode of Friends Talk Financial Planning, John and Bridget discuss the concerns facing many Americans today regarding home...

In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel uncover four hidden secrets that investment...

Join Bridget and John as they discuss the day in the life of a financial planner, sharing insights from their decades of experience in...

In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel dive into the intricate balance between...

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...

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

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

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

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

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

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