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
Bridget Sullivan Mermel CFP(R) CPA
Apr 26, 2024
Mastering Money: 5 Personal Finance Fundamentals You Should Know
In this informative episode, Bridget Sullivan Mermel and John Scherer discuss the foundational aspects of personal finance, known as the...
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
Bridget Sullivan Mermel CFP(R) CPA
Feb 19, 2024
6 Essential Questions to Ask When Hiring a Financial Advisor
In this episode, Bridget and John share six important questions to ask when hiring a financial advisor or financial planner. They discuss...
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
Bridget Sullivan Mermel CFP(R) CPA
Feb 11, 2024
Heart vs. Head in Financial Decisions: Choosing What Feels Right
In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel dive into the intricate balance between...
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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...
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