Bridget Sullivan Mermel CFP(R) CPA
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....
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Bridget Sullivan Mermel CFP(R) CPA
Oct 27
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
Oct 27
George Kinder on Values, Freedom, and Financial Planning
In this insightful episode of Friends Talk Financial Planning (FTFP), we dive deep into the intersection of values, money, and freedom...
Bridget Sullivan Mermel CFP(R) CPA
Oct 27
George Kinder Shares Vision of Legacy and Freedom
Join hosts Bridget and John in this thought-provoking episode of FTFP as they sit down with George Kinder, a pioneer in financial and...
Bridget Sullivan Mermel CFP(R) CPA
Sep 30
Can You Afford to Retire with Credit Card Debt?
Welcome to FTFP! In this episode, hosts Bridget Sullivan Mermel and John Scherer dive into a critical topic: retiring with credit card...
Bridget Sullivan Mermel CFP(R) CPA
Sep 30
Should You Refinance Your Mortgage?
Thinking about refinancing your mortgage? Bridget and John dive into the pros and cons of refinancing and help you determine if it's the...
Bridget Sullivan Mermel CFP(R) CPA
Sep 8
Understanding the Tax Implications After Losing a Spouse
When someone loses a spouse, there are numerous financial changes that occur. One major change is in their tax situation. In this episode...
Bridget Sullivan Mermel CFP(R) CPA
Sep 2
Navigating Health Insurance Before Medicare: Tips for Early Retirees
Are you considering retiring before age 65 and worried about covering healthcare costs before Medicare kicks in? You're not alone! In...
Bridget Sullivan Mermel CFP(R) CPA
Sep 2
Prepare for 2026 Tax Rate Changes: Strategies
Join John and Bridget in this episode of Friends Talk Financial Planning as they delve into the upcoming tax rate changes scheduled for...
Bridget Sullivan Mermel CFP(R) CPA
Aug 5
Should You Loan or Gift Money to Family and Friends?
Should you loan or give money to friends and family? It's a common dilemma, and today, Bridget and John dive into the best practices for...
Bridget Sullivan Mermel CFP(R) CPA
Aug 5
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
Jul 8
Debunking Financial Myths: Savings and Debt Over Inflation and Economy
In this episode of Friends Talk Financial Planning, Bridget and John dive into a fascinating survey conducted by Northwestern Mutual,...
Bridget Sullivan Mermel CFP(R) CPA
Jun 21
How Presidential Elections Impact the Stock Market: Data and Insights
With the presidential election approaching, there's a lot of speculation on how it might impact the stock market and your investment...
Bridget Sullivan Mermel CFP(R) CPA
Jun 2
How Much Do You Really Need for Retirement? Survey Says $1.46 Million
In this episode of Friends Talk Financial Planning, Bridget Sullivan Mermel and John Scherer discuss a recent survey by Northwestern...
Bridget Sullivan Mermel CFP(R) CPA
May 31
Exploring Net Worth by Age
In this episode of Friends Talk Financial Planning, John and Bridget delve into the topic of net worth by age. They discuss the...
Bridget Sullivan Mermel CFP(R) CPA
May 23
Stock Market and Inflation Trends: What Investors Need to Know
Join Bridget and John in this insightful episode of Friends Talk Financial Planning, where they delve into the ongoing implications of...
Bridget Sullivan Mermel CFP(R) CPA
May 23
The Impact of Divestment: Does Protesting Investment Policies Trigger Real Change?
Welcome to Friends Talk Financial Planning, where today, hosts John and Bridget discuss the effectiveness and implications of divesting...
Bridget Sullivan Mermel CFP(R) CPA
May 23
Rich Taxes vs Poor Taxes
Join Bridget and John as they dive into the intriguing topic of "Rich Tax vs. Poor Tax" in this informative episode. Discover how the tax...
Bridget Sullivan Mermel CFP(R) CPA
Apr 28
Collision and Comprehensive Coverage Explained by Financial Planners
In this episode of FTFP, hosts John Scherer and Bridget Sullivan Mermel dive deep into the importance of comprehensive and collision...
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...
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