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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...
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...
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...
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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