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

Bridget Sullivan Mermel CFP(R) CPA

Mar 4

Four Secrets Financial Advisors Don't Want You To Know

In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel uncover four hidden secrets that investment...

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 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...