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

Bridget Sullivan Mermel CFP(R) CPA

Dec 28, 2023

The Secrets of Backdoor Roth IRA: A Strategy for High Earners Explained

In this episode of Friends Talk Financial Planning, John and Bridget reveal the secrets to the backdoor Roth IRA strategy. If you think...

Bridget Sullivan Mermel CFP(R) CPA

Mar 20, 2023

Roth for Kids and Grandkids | Making it Easy and Legit!

Kids benefit from Roth, just like grownups do. Children benefit from Roth can be great places to save money and it can be especially...