Bridget Sullivan Mermel CFP(R) CPA
George Kinder on Values, Freedom, and Financial Planning
In this insightful episode of Friends Talk Financial Planning (FTFP), we dive deep into the intersection of values, money, and freedom...
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Bridget Sullivan Mermel CFP(R) CPA
Oct 27
George Kinder Shares Vision of Legacy 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...
Bridget Sullivan Mermel CFP(R) CPA
Sep 30
Understanding Fiduciary Financial Advisors with Industry Pioneer George Kinder
Welcome to another insightful episode of Friends Talk Financial Planning! In today's special episode, we are joined by industry pioneer...
Bridget Sullivan Mermel CFP(R) CPA
Apr 28
Collision and Comprehensive Coverage Explained by Financial Planners
In this episode of FTFP, hosts John Scherer and Bridget Sullivan Mermel dive deep into the importance of comprehensive and collision...
Bridget Sullivan Mermel CFP(R) CPA
Apr 26
Mastering Money: 5 Personal Finance Fundamentals You Should Know
In this informative episode, Bridget Sullivan Mermel and John Scherer discuss the foundational aspects of personal finance, known as the...
Bridget Sullivan Mermel CFP(R) CPA
Apr 15
Is Home Ownership Slipping Away From Americans?
In this episode of Friends Talk Financial Planning, John and Bridget discuss the concerns facing many Americans today regarding home...
Bridget Sullivan Mermel CFP(R) CPA
Mar 4
Four Secrets Financial Advisors Don't Want You To Know
In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel uncover four hidden secrets that investment...
Bridget Sullivan Mermel CFP(R) CPA
Feb 28
A Day in the Life of a Financial Planner
Join Bridget and John as they discuss the day in the life of a financial planner, sharing insights from their decades of experience in...
Bridget Sullivan Mermel CFP(R) CPA
Feb 11
Heart vs. Head in Financial Decisions: Choosing What Feels Right
In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel dive into the intricate balance between...
Bridget Sullivan Mermel CFP(R) CPA
Jul 1, 2023
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
Jun 17, 2023
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 3, 2023
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
Apr 27, 2023
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
Mar 20, 2023
Roth for Kids and Grandkids | Making it Easy and Legit!
Kids benefit from Roth, just like grownups do. Children benefit from Roth can be great places to save money and it can be especially...
Bridget Sullivan Mermel CFP(R) CPA
Feb 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 12, 2023
How is Football Like Financial Planning? | Special Superbowl Episode!
Financial planning can be compared to playing football in many ways. Just as a football team needs both an offense and a good defense,...
Bridget Sullivan Mermel CFP(R) CPA
Jan 16, 2023
Don't Buy I bonds | Thought You'd Never Hear Us Say It!
Don’t Buy I Bonds. Here's 4 reasons why Series I Bonds might NOT be right for you, or right for you now. There are drawbacks to I Bonds...
Bridget Sullivan Mermel CFP(R) CPA
Jan 2, 2023
Spending for Happiness | Easy Way to Improve Relationships
Spending for Happiness: There are some easy ways to spend some money and get more happiness. In this video we talk about the ins and outs...
Bridget Sullivan Mermel CFP(R) CPA
Dec 23, 2022
Investment Management vs Financial Planning | Making Jargon Arrests!
Knowing if you want investment management vs financial planning is a key element in finding the right advice. In this episode, we gently...
Bridget Sullivan Mermel CFP(R) CPA
Nov 29, 2022
Smart Charitable Giving | 3 Pro Tips!
Smart Charitable Giving is relevant during this time of year. In this video, we talk about how to give money and save on taxes. Give...
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