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

Bridget Sullivan Mermel CFP(R) CPA

Apr 26

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...

Bridget Sullivan Mermel CFP(R) CPA

Feb 19

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...

Bridget Sullivan Mermel CFP(R) CPA

Feb 11

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...

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...