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Fee Only Financial Advisors Speak To You...
Managing your money, emotions, and meaning of life...
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Bridget Sullivan Mermel CFP(R) CPA
Oct 27, 2024
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...
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
Bridget Sullivan Mermel CFP(R) CPA
Sep 30, 2024
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...
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Bridget Sullivan Mermel CFP(R) CPA
Sep 30, 2024
Can You Afford to Retire with Credit Card Debt?
Welcome to FTFP! In this episode, hosts Bridget Sullivan Mermel and John Scherer dive into a critical topic: retiring with credit card...
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Bridget Sullivan Mermel CFP(R) CPA
Sep 30, 2024
Should You Refinance Your Mortgage?
Thinking about refinancing your mortgage? Bridget and John dive into the pros and cons of refinancing and help you determine if it's the...
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Bridget Sullivan Mermel CFP(R) CPA
Sep 8, 2024
Top Spots To Safely Store Your Money Today
In this episode of Friends Talk Finanical Planning, Bridget Sullivan Mermel and John Scherer discuss smart strategies for parking your...
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Bridget Sullivan Mermel CFP(R) CPA
Sep 8, 2024
Understanding the Tax Implications After Losing a Spouse
When someone loses a spouse, there are numerous financial changes that occur. One major change is in their tax situation. In this episode...
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
Bridget Sullivan Mermel CFP(R) CPA
Sep 3, 2024
Saving for College: Some Would Say It's Stupid?
John thinks saving for college is stupid. That's going to be our topic today on Friends Talk Financial Planning. Join Bridget Sullivan...
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Bridget Sullivan Mermel CFP(R) CPA
Sep 2, 2024
Navigating Health Insurance Before Medicare: Tips for Early Retirees
Are you considering retiring before age 65 and worried about covering healthcare costs before Medicare kicks in? You're not alone! In...
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Bridget Sullivan Mermel CFP(R) CPA
Sep 2, 2024
Prepare for 2026 Tax Rate Changes: Strategies
Join John and Bridget in this episode of Friends Talk Financial Planning as they delve into the upcoming tax rate changes scheduled for...
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Bridget Sullivan Mermel CFP(R) CPA
Sep 2, 2024
Tax-Free Strategy: Transfer I Bonds to 529 Plans for Grandchildren's College Expenses
Can you use I Bonds to pay for your grandchildren's college education tax-free? In this episode of Friends Talk Financial Planning, John...
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Bridget Sullivan Mermel CFP(R) CPA
Aug 5, 2024
Should You Loan or Gift Money to Family and Friends?
Should you loan or give money to friends and family? It's a common dilemma, and today, Bridget and John dive into the best practices for...
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Bridget Sullivan Mermel CFP(R) CPA
Aug 5, 2024
Navigating Long-Term Care Insurance: Is It the Right Choice for You?
Are you considering long-term care insurance but feeling overwhelmed with all the options and details? Look no further! Join us, Bridget...
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Bridget Sullivan Mermel CFP(R) CPA
Aug 5, 2024
When to Start Claiming Social Security?
In this episode of Friends Talk Financial Planning, Bridget and John dive into one of the most debated topics in personal finance: When...
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Bridget Sullivan Mermel CFP(R) CPA
Jul 8, 2024
Debunking Financial Myths: Savings and Debt Over Inflation and Economy
In this episode of Friends Talk Financial Planning, Bridget and John dive into a fascinating survey conducted by Northwestern Mutual,...
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Bridget Sullivan Mermel CFP(R) CPA
Jul 2, 2024
Retirement Age
In today's episode, Bridget and John explore the surprising reality of retirement age. Despite common perceptions, most people retire...
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Bridget Sullivan Mermel CFP(R) CPA
Jun 24, 2024
Interest Rates & Stock Performance
Join John and Bridget as they delve into the relationship between interest rates and stock performance. Discover surprising insights that...
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
Bridget Sullivan Mermel CFP(R) CPA
Jun 21, 2024
How Presidential Elections Impact the Stock Market: Data and Insights
With the presidential election approaching, there's a lot of speculation on how it might impact the stock market and your investment...
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Bridget Sullivan Mermel CFP(R) CPA
Jun 2, 2024
How Much Do You Really Need for Retirement? Survey Says $1.46 Million
In this episode of Friends Talk Financial Planning, Bridget Sullivan Mermel and John Scherer discuss a recent survey by Northwestern...
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Bridget Sullivan Mermel CFP(R) CPA
May 31, 2024
Exploring Net Worth by Age
In this episode of Friends Talk Financial Planning, John and Bridget delve into the topic of net worth by age. They discuss the...
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
Bridget Sullivan Mermel CFP(R) CPA
May 23, 2024
Stock Market and Inflation Trends: What Investors Need to Know
Join Bridget and John in this insightful episode of Friends Talk Financial Planning, where they delve into the ongoing implications of...
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