Fee Only Financial Advisors Speak To You...

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

Feel happier when buying a car: Your Wife or Husband will Thank You

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

Mar 19, 2021

Tax Returns Done: Now What?

You got your tax form back from your tax preparer or printed it out from Turbo Tax. Now what? That’s we cover in this episode. You will...

TAXES: DIY or hire help? How Taxes are Like Plumbing

Bridget Sullivan Mermel CFP(R) CPA

Mar 12, 2021

TAXES: DIY or hire help? How Taxes are Like Plumbing

Bridget Sullivan Mermel CFP® CPA and John Scherer CFP® talk about when hiring help doing your tax return helps save you money and avoid...

Money, Math and When to Use a Calculator: Tips on Spending Intentionally

Bridget Sullivan Mermel CFP(R) CPA

Mar 1, 2021

Money, Math and When to Use a Calculator: Tips on Spending Intentionally

When we’re thinking about spending money, we make better decisions if we do the math. Yet, we resist. Maybe we were traumatized in our...

Meaning Money and a Question: You have 5 Years to Live, What Do You Do?

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

Feb 15, 2021

How are Bonds Like Pickles?

Stock market up or down—should I sell? Financial planners are often are asked, “The stock market is at an all time high. Should I sell?”...

Gamestop, Robinhood and Wise Financial Planning

Bridget Sullivan Mermel CFP(R) CPA

Feb 6, 2021

Gamestop, Robinhood and Wise Financial Planning

With Reddit, Gamestop, Koss, Citadel, and Robinhood all involved—how do you sort it out? What does it mean for your investing? Bridget...

Bridget Sullivan Mermel CFP(R) CPA

Feb 5, 2021

Super Bowl and Financial Planning

Superbowl who’s going to win? What does it say about financial planning? Bridget Sullivan Mermel CFP® CPA and John Scherer CFP® talk...

Valentine’s Gifts: Anxiety-inducing nightmare or celebration of love?

Bridget Sullivan Mermel CFP(R) CPA

Jan 30, 2021

Valentine’s Gifts: Anxiety-inducing nightmare or celebration of love?

John Scherer CFP® and Bridget Sullivan Mermel CFP® CPA talk about what the research tells us about in how to pick gifts for your romantic...

Bridget Sullivan Mermel CFP(R) CPA

Jan 23, 2021

Market Predictions 2021

Wondering what the stock market is going to do this year? John Scherer CFP(R) and Bridget Sullivan Mermel CFP(R) CPA discuss John's...

Win at the Lottery (whether your number comes up or not)

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...

Stimulus Update: Stimulus checks plus more PPP

Bridget Sullivan Mermel CFP(R) CPA

Jan 9, 2021

Stimulus Update: Stimulus checks plus more PPP

Bridget Sullivan Mermel, CPF(R), CPA and John Scherer CFP(R) talk about how you can get more money with the stimulus money that passed...

Habits and Goals: Be effective and happy while improving your life

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...

Donate Effectively: Improve your Impact, feel good!

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...

Buying Gifts Part Two: Give Better Gifts

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...

Buying Gifts: It's a Skill You Can Improve!

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)...

QCD: Qualified Charitable Distributions can save you money on taxes

Bridget Sullivan Mermel CFP(R) CPA

Dec 7, 2020

QCD: Qualified Charitable Distributions can save you money on taxes

Bridget Sullivan Mermel CFP(R), CPA and John Scherer CFP(R) discuss taking Qualified Charitable Distributions (QCD)s from IRAs. This is...

Bridget Sullivan Mermel CFP(R) CPA

Dec 6, 2020

Gold and Silver: Is it time to buy?

CPA and CFP(R) Bridget Sullivan Mermel talks with CFP John Scherer about what they tell clients who are interested in buying silver and...

Tax Increases and Other Financial Predictions

Bridget Sullivan Mermel CFP(R) CPA

Nov 30, 2020

Tax Increases and Other Financial Predictions

Are taxes going up? When? John Scherer and Bridget Sullivan Mermel are Friends talking about Financial Planning

Bridget Sullivan Mermel CFP(R) CPA

Nov 10, 2020

Stock Market Up! Should I Sell?

Certified Financial Planners TM Bridget Sullivan Mermel and John Scherer discuss how to think through the emotions of a high stock market....

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.