Bridget Sullivan Mermel CFP(R) CPA
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...
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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...
Bridget Sullivan Mermel CFP(R) CPA
Apr 15
Is Home Ownership Slipping Away From Americans?
In this episode of Friends Talk Financial Planning, John and Bridget discuss the concerns facing many Americans today regarding home...
Bridget Sullivan Mermel CFP(R) CPA
Apr 15
The Benefits and Risks of Putting 100% of Your Investments into Stocks
In this week's episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel discuss the pros and cons of...
Bridget Sullivan Mermel CFP(R) CPA
Apr 1
Variable Annuities: The Truth About Guaranteed Rates of Return
In this episode of Friends Talk Financial Planning, John and Bridget discuss the truth behind guaranteed rates in variable annuities....
Bridget Sullivan Mermel CFP(R) CPA
Mar 24
Tax Time: How to Find Your 1099 INT for Sold I Bonds
In this video, Bridget and John discuss the process of finding the 1099-INT for selling I bonds in 2023. They walk through the steps of...
Bridget Sullivan Mermel CFP(R) CPA
Mar 20
Understanding Fixed Annuities: How They Work and Making Informed Financial Decisions
In this episode of Friends Talk Financial Planning, John and Bridget dig into the world of fixed annuities. They discuss the components...
Bridget Sullivan Mermel CFP(R) CPA
Mar 9
Three Deadly Annuity Mistakes
In this episode of Friends Talk Financial Planning, John and Bridget discuss the three deadly annuity mistakes that individuals should...
Bridget Sullivan Mermel CFP(R) CPA
Mar 4
Four Secrets Financial Advisors Don't Want You To Know
In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel uncover four hidden secrets that investment...
Bridget Sullivan Mermel CFP(R) CPA
Feb 28
A Day in the Life of a Financial Planner
Join Bridget and John as they discuss the day in the life of a financial planner, sharing insights from their decades of experience in...
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
Feb 8
Financial Predictions for 2024: Stock Market, Interest Rates, Taxes, and More!
Check out our latest episode of Friends Talk Financial Planning, where Bridget and John dive into their predictions for 2024. They...
Bridget Sullivan Mermel CFP(R) CPA
Jan 30
The Value of Hiring a Financial Advisor for the Non-Super-Rich
In this episode of Friends Talk Financial Planning, John and Bridget discuss the benefits of hiring a financial advisor and how it can be...
Bridget Sullivan Mermel CFP(R) CPA
Jan 30
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 18
Should You Invest in International Stocks?
In this episode of FTFP, John and Bridget discuss the considerations and strategies for investing in international stocks. Bridget shares...
Bridget Sullivan Mermel CFP(R) CPA
Jan 10
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...
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