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

Bridget Sullivan Mermel CFP(R) CPA

Nov 19

Tax Changes Post Election: What To Expect And How To Prepare

Tax changes post election - what can you expect and how can you prepare for these changes? Join us this week as Bridget and John discuss...

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

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

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

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

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...

Bridget Sullivan Mermel CFP(R) CPA

Dec 17, 2023

Maximizing Donor-Advised Funds: Advanced Techniques for Tax Planning and Charitable Giving

In this episode of FTFP, John and Bridget dive into the advanced strategies of using donor-advised funds for charitable giving and tax...

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...