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Should You Do a Roth Conversion? Key Factors to Consider

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....

IRA Inheritance Rules Explained: What You Need to Know

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

Sep 30, 2024

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...

Saving for College: Some Would Say It's Stupid?

Bridget Sullivan Mermel CFP(R) CPA

Sep 3, 2024

Saving for College: Some Would Say It's Stupid?

John thinks saving for college is stupid. That's going to be our topic today on Friends Talk Financial Planning. Join Bridget Sullivan...

Navigating Health Insurance Before Medicare: Tips for Early Retirees

Bridget Sullivan Mermel CFP(R) CPA

Sep 2, 2024

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...

Should You Loan or Gift Money to Family and Friends?

Bridget Sullivan Mermel CFP(R) CPA

Aug 5, 2024

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...

Debunking Financial Myths: Savings and Debt Over Inflation and Economy

Bridget Sullivan Mermel CFP(R) CPA

Jul 8, 2024

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

Jul 2, 2024

Retirement Age

In today's episode, Bridget and John explore the surprising reality of retirement age. Despite common perceptions, most people retire...

How Much Do You Really Need for Retirement? Survey Says $1.46 Million

Bridget Sullivan Mermel CFP(R) CPA

Jun 2, 2024

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, 2024

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...

Mastering Money: 5 Personal Finance Fundamentals You Should Know

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...

Tax Time: How to Find Your 1099 INT for Sold I Bonds

Bridget Sullivan Mermel CFP(R) CPA

Mar 24, 2024

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...

6 Essential Questions to Ask When Hiring a Financial Advisor

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...

Heart vs. Head in Financial Decisions: Choosing What Feels Right

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

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...

The Basics of Donor-Advised Funds: Tax Benefits and Flexible Charitable Giving Strategies

Bridget Sullivan Mermel CFP(R) CPA

Dec 12, 2023

The Basics of Donor-Advised Funds: Tax Benefits and Flexible Charitable Giving Strategies

In this episode of Friends Talk Financial Planning, John and Bridget dive into the basics of Donor-Advised Funds. They discuss how these...

Selling I Bonds: Is It a Wise Financial Move?

Bridget Sullivan Mermel CFP(R) CPA

Dec 4, 2023

Selling I Bonds: Is It a Wise Financial Move?

In this engaging episode of Friends Talk Financial Planning, hosts John and Bridget delve into the intricacies of selling I bonds,...

Should You Consider Investing in I Bonds?

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...

Fee Only Financial Advisors Speak To You...

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

Call or email us.
We'd love the opportunity to connect.

Sullivan Mermel, Inc.

Email: b@sullivanmermel.com

Ph: 773-404-9344

Fax: 773-327-1461

Fee Only Financial Advisors Speak To You...

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

Call or email us. We'd love the opportunity to connect.

Sullivan Mermel, Inc.

Email: b@sullivanmermel.com

Ph: 773-404-9344

Fax: 773-327-1461

Call or email us.
We'd love the opportunity to connect.