Bridget Sullivan Mermel CFP(R) CPA
Financial Predictions for 2024: Stock Market, Interest Rates, Taxes, and More!
Check out our latest episode of Friends Talk Financial Planning, where Bridget and John dive into their predictions for 2024. They...
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Bridget Sullivan Mermel CFP(R) CPA
Jan 30
The Value of Hiring a Financial Advisor for the Non-Super-Rich
In this episode of Friends Talk Financial Planning, John and Bridget discuss the benefits of hiring a financial advisor and how it can be...
Bridget Sullivan Mermel CFP(R) CPA
Jan 30
Understanding RMDs and QCDs
In this episode of Friends Talk Financial Planning, John and Bridget address a viewer's question, breaking down the differences between...
Bridget Sullivan Mermel CFP(R) CPA
Jan 18
Should You Invest in International Stocks?
In this episode of FTFP, John and Bridget discuss the considerations and strategies for investing in international stocks. Bridget shares...
Bridget Sullivan Mermel CFP(R) CPA
Jan 10
DAF vs QCD: The Jargon Battle
In this episode, John and Bridget discuss all things Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) and how to...
Bridget Sullivan Mermel CFP(R) CPA
Jan 1
IRS Estimated Payments
In this video, Bridget and John discuss the ins and outs of making estimated tax payments to the IRS and provide valuable tips on how to...
Bridget Sullivan Mermel CFP(R) CPA
Dec 28, 2023
The Secrets of Backdoor Roth IRA: A Strategy for High Earners Explained
In this episode of Friends Talk Financial Planning, John and Bridget reveal the secrets to the backdoor Roth IRA strategy. If you think...
Bridget Sullivan Mermel CFP(R) CPA
Dec 17, 2023
Maximizing Donor-Advised Funds: Advanced Techniques for Tax Planning and Charitable Giving
In this episode of FTFP, John and Bridget dive into the advanced strategies of using donor-advised funds for charitable giving and tax...
Bridget Sullivan Mermel CFP(R) CPA
Dec 12, 2023
The Basics of Donor-Advised Funds: Tax Benefits and Flexible Charitable Giving Strategies
In this episode of Friends Talk Financial Planning, John and Bridget dive into the basics of Donor-Advised Funds. They discuss how these...
Bridget Sullivan Mermel CFP(R) CPA
Dec 4, 2023
Selling I Bonds: Is It a Wise Financial Move?
In this engaging episode of Friends Talk Financial Planning, hosts John and Bridget delve into the intricacies of selling I bonds,...
Bridget Sullivan Mermel CFP(R) CPA
Nov 27, 2023
Avoid IRS Penalties: Understanding Required Minimum Distributions (RMDs) and Secure Act 2.0
In this episode of Friends Talk Financial Planning, John and Bridget discuss the required minimum distributions (RMDs) and the recent...
Bridget Sullivan Mermel CFP(R) CPA
Nov 27, 2023
Smart House Selling: Expert Tips and Strategies from Financial Planning Pros
In this episode of FTFP, John and Bridget discuss the challenges of selling a house and offer their insights and advice. From pricing...
Bridget Sullivan Mermel CFP(R) CPA
Nov 14, 2023
Should You Consider Investing in I Bonds?
In this episode of Friends Talk Financial Planning, John and Bridget discuss the new rates for I bonds that changed on November 1. They...
Bridget Sullivan Mermel CFP(R) CPA
Nov 6, 2023
The Impact of Presidential Party on Stock Returns: Best and Worst Presidents Analyzed
In this episode of Friends Talk Financial Planning, hosts John and Bridget discuss the impact of presidential politics on the stock...
Bridget Sullivan Mermel CFP(R) CPA
Oct 29, 2023
Protecting Your Identity: 5 Important Tips
In this episode of Friends Talk Financial Planning, John and Bridget discuss the increasing threat of cybercrime and share five important...
Bridget Sullivan Mermel CFP(R) CPA
Oct 23, 2023
Navigating the Current Real Estate Market: Lessons Learned from Bridget's House Purchase
In this episode of Friends Talk Financial Planning, Bridget shares her personal experience of buying a house and the financial planning...
Bridget Sullivan Mermel CFP(R) CPA
Oct 15, 2023
Why is it hard for companies to stay on top?
John Scherer and Bridget Sullivan Mermel discuss why it's difficult for companies to stay at the top and what investors can do about it....
Bridget Sullivan Mermel CFP(R) CPA
Oct 11, 2023
Retirement Account Withdrawal Rules: Exceptions to the Age 59 ½ Requirement
Bridget Sullivan Mermel and John Scherer discuss the 59 and a half year age rule for retirement account withdrawals. They highlight...
Bridget Sullivan Mermel CFP(R) CPA
Oct 2, 2023
Preventing Bank Hacking: Tips to Protect Your Finances
In this episode of Friends Talk Financial Planning, Bridget Sullivan Mermel shares her personal experience of being hacked and provides...
Bridget Sullivan Mermel CFP(R) CPA
Oct 2, 2023
Concerns Arise over Market Concentration on FANG Stocks
In this episode, John and Bridget discuss the concentration of stocks in the market, particularly the so-called FANG stocks (Facebook,...
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