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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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Is The Stock Market Really Down? How To Manage Market Fluctuations
Join us today as we discuss how to manage market fluctuations in a time that appears to be experiencing some level of stock market...
Bridget Sullivan Mermel CFP(R) CPA
Apr 1
How Do I Save For Retirement When I'm Self Employed?
How do I save for retirement when I'm Self Employed? What are the options for retirement plans? Join us this week as we discuss small...
Bridget Sullivan Mermel CFP(R) CPA
Apr 1
How To Manage Employee Benefits After Changing Jobs - A Financial Planning Checklist
In this episode of Friends Talk Financial Planning, we share valuable advice on how to optimize your benefits when changing jobs. First,...
Bridget Sullivan Mermel CFP(R) CPA
Mar 16
Key Considerations To Make When Inheriting Money Or Other Assets
This week, join us on Friends Talk Financial Planning as we talk about some key considerations when inheriting money or other assets. We...
Bridget Sullivan Mermel CFP(R) CPA
Mar 13
Having A Baby, Now What? 6 Financial Planning Tips For Baby On The Way
Expecting? Congratulations! Listen today to hear our 6 financial planning tips for when baby is on the way. Here’s our checklist with six...
Bridget Sullivan Mermel CFP(R) CPA
Mar 2
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
Everything You Need To Know About Taxes In The New Trump Era
Join us as we discuss what we think is everything you need to know about taxes in the new Trump era! There is a lot of uncertainty...
Bridget Sullivan Mermel CFP(R) CPA
Feb 9
5 Best Ways To Maximize Savings In The New Year - Plan Ahead!
Learn the 5 best ways to maximize savings in the new year! In this episode, Bridget and John discuss five important financial actions to...
Bridget Sullivan Mermel CFP(R) CPA
Feb 4
Tips To Maximize Your Spending In Retirement
Join us today for tips to maximize your spending in retirement when you saved more than you can possibly spend. I'm retired and I...
Bridget Sullivan Mermel CFP(R) CPA
Jan 25
5 Signs You Are Not Spending Enough Money In Retirement - Don't Leave Too Much Behind!
Five signs you are not spending enough money in retirement. Typically we get the question - am I spending too much? However, it is just...
Bridget Sullivan Mermel CFP(R) CPA
Jan 11
Maximize Your 401(k) With A Super Catch Up Contribution!
This week we discuss important changes to 401(k) contribution limits for 2025, particularly for individuals aged 60-63. In 2025, people...
Bridget Sullivan Mermel CFP(R) CPA
Jan 11
The Legacy Letter Challenge: Leaving More Than Money Behind
This week we discuss legacy letters, which are personal letters written to loved ones to express values, life lessons, regrets, and love,...
Bridget Sullivan Mermel CFP(R) CPA
Jan 11
Retirement Planning For Inflation: 5 Reasons You Don't Need to Worry!
Retirement planning for inflation - Don't worry about inflation, be happy in retirement! Many people worry about how inflation will...
Bridget Sullivan Mermel CFP(R) CPA
Dec 21, 2024
Stress Free Retirement Planning: How To Estimate Your Future Expenses
In this episode of "Friends Talk Financial Planning," hosts John and Bridget dive into an important aspect of retirement planning:...
Bridget Sullivan Mermel CFP(R) CPA
Dec 21, 2024
Take Advantage Of Tax Planning To Save Big On Taxes In 2024!
Take advantage of tax planning as we approach the end of 2024! Join us this week as we continue last week's conversion discussing...
Bridget Sullivan Mermel CFP(R) CPA
Dec 21, 2024
Year End Tax Tips: 'Tis The Season To Save BIG With Tax Planning
Year end tax tips can be helpful when tax planning to help you save BIG this tax season. Bridget and John offer various tips that can...
Bridget Sullivan Mermel CFP(R) CPA
Nov 30, 2024
Don't Panic! Catch Up On Retirement Savings - It's Not Too Late!
Catch up on retirement savings - it's not too late to start saving today! Do you struggle with saving money? Take responsibility for your...
Bridget Sullivan Mermel CFP(R) CPA
Nov 28, 2024
Tax Changes Post Election: What To Expect And How To Prepare
Tax changes post election - what can you expect and how can you prepare for these changes? Join us this week as Bridget and John discuss...
Bridget Sullivan Mermel CFP(R) CPA
Nov 19, 2024
Separating Politics From Your Portfolio: What To Know About The Stock Market & Economy Post-Election
Separating politics from your portfolio: what to know about the stock market and economy post-election. In this episode of Friends Talk...
Bridget Sullivan Mermel CFP(R) CPA
Nov 19, 2024
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