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Bridget Sullivan Mermel CFP(R) CPA
Oct 5, 2021
Eliminate Money Hurdles to Improve Your Finances: Darcy Luoma Talks Financial Planning
Money hurdles can make people feel helpless to improve their relationship with their finances. Darcy Luoma joins Bridget Sullivan Mermel...
Bridget Sullivan Mermel CFP(R) CPA
Sep 28, 2021
Special Guest Darcy Luoma Talks Money: Three Steps to More Intentional Personal Finance
Darcy Luoma describes how you can become more intentional with your money. Our Special Guest Darcy Luoma will help us understand! She's...
Bridget Sullivan Mermel CFP(R) CPA
Aug 2, 2021
Thinking about Renting Out Your Vacation Home? Consider this!
Bridget got a question this week--what are the pros and cons of renting out your vacation home? John is a CFP® who owns a vacation home....
Bridget Sullivan Mermel CFP(R) CPA
Jul 5, 2021
Vacation and Happiness
Since COVID restrictions are being lifted and people are wanting to do something--anything--we talk about how we think about vacation. ...
Bridget Sullivan Mermel CFP(R) CPA
May 10, 2021
The Don't Cut Spending Budget
TRANSCRIPTION John: Do you think you might have a budgetary issue? Find out why not cutting back on your spending might be the best...
Bridget Sullivan Mermel CFP(R) CPA
Apr 1, 2021
Feel happier when buying a car: Your Wife or Husband will Thank You
Considering a car loan? Most people consider the numbers. We talk about the money, but also talk about how the loan may make you feel. ...
Bridget Sullivan Mermel CFP(R) CPA
Feb 22, 2021
Meaning Money and a Question: You have 5 Years to Live, What Do You Do?
Financial Planners Bridget Sullivan Mermel CFP® CPA and John Scherer CFP® talk about how they use (and don’t use) a classic financial...
Bridget Sullivan Mermel CFP(R) CPA
Jan 16, 2021
Win at the Lottery (whether your number comes up or not)
What does what you thinking about winning the lottery say about your life now? Let's take it a step further... So what if it really...
Bridget Sullivan Mermel CFP(R) CPA
Jan 8, 2021
Habits and Goals: Be effective and happy while improving your life
Bridget Sullivan Mermel CFP® CPA and John Scherer CFP® talk about how to form effective goals and establish new habits. Resolutions are...
Bridget Sullivan Mermel CFP(R) CPA
Dec 26, 2020
Donate Effectively: Improve your Impact, feel good!
Improve your impact, your effectiveness, and feel good while making the world a better place. We discuss how to find good charities both...
Bridget Sullivan Mermel CFP(R) CPA
Dec 19, 2020
Buying Gifts Part Two: Give Better Gifts
Do you ever struggle with how to give better gifts? There is a lot of research that tries to help. Bridget and John discuss more tips...
Bridget Sullivan Mermel CFP(R) CPA
Dec 18, 2020
Buying Gifts: It's a Skill You Can Improve!
Buying gifts can be difficult, but it doesn't have to be. In this episode Bridget Sullivan Mermel CFP(R) CPA and John Scherer CFP(R)...
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