Fee Only Financial Advisors Speak To You...

Managing your money, emotions, and meaning of life...

George Kinder on Values, Freedom, and Financial Planning

Bridget Sullivan Mermel CFP(R) CPA

Oct 27

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...

George Kinder Shares Vision of Legacy and Freedom

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...

Understanding Fiduciary Financial Advisors with Industry Pioneer George Kinder

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...

Collision and Comprehensive Coverage Explained by Financial Planners

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...

Mastering Money: 5 Personal Finance Fundamentals You Should Know

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...

Is Home Ownership Slipping Away From Americans?

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...

Four Secrets Financial Advisors Don't Want You To Know

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...

A Day in the Life of a Financial Planner

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...

Heart vs. Head in Financial Decisions: Choosing What Feels Right

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...

Donating: Feel Less Regret, More Happiness!

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...

Your 200 Year Legacy | Nurture what Matters!

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...

Why We Became Fee-Only Financial Planners | We Share our Stories

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...

Roth for Kids and Grandkids | Making it Easy and Legit!

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...

Recession-Proof Your Finances | Us vs ChatGPT

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...

How is Football Like Financial Planning? | Special Superbowl Episode!

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,...

Don't Buy I bonds | Thought You'd Never Hear Us Say It!

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...

Spending for Happiness | Easy Way to Improve Relationships

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...

Investment Management vs Financial Planning | Making Jargon Arrests!

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...

Fee Only Financial Advisors Speak To You...

Managing your money, emotions, and meaning of life...

Call or email us.
We'd love the opportunity to connect.

Sullivan Mermel, Inc.

Email: b@sullivanmermel.com

Ph: 773-404-9344

Fax: 773-327-1461

Fee Only Financial Advisors Speak To You...

Managing your money, emotions, and meaning of life...

Call or email us. We'd love the opportunity to connect.

Sullivan Mermel, Inc.

Email: b@sullivanmermel.com

Ph: 773-404-9344

Fax: 773-327-1461

Call or email us.
We'd love the opportunity to connect.