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

Bridget Sullivan Mermel CFP(R) CPA

Oct 27, 2024

Should You Do a Roth Conversion? Key Factors to Consider

Welcome back to Friends Talk Financial Planning! In today’s episode, Bridget and John discuss the strategic world of Roth conversions....

Bridget Sullivan Mermel CFP(R) CPA

Oct 27, 2024

IRA Inheritance Rules Explained: What You Need to Know

Inheriting an IRA can be overwhelming, especially with the recent changes in tax laws. In this episode, Bridget and John break down the...

Bridget Sullivan Mermel CFP(R) CPA

Aug 5, 2024

Navigating Long-Term Care Insurance: Is It the Right Choice for You?

Are you considering long-term care insurance but feeling overwhelmed with all the options and details? Look no further! Join us, Bridget...

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

Jan 30, 2024

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 10, 2024

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...