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

Join us today for tips to maximize your spending in retirement when you saved more than you can possibly spend. I'm retired and I...

Five signs you are not spending enough money in retirement. Typically we get the question - am I spending too much? However, it is just...

This week we discuss important changes to 401(k) contribution limits for 2025, particularly for individuals aged 60-63. In 2025, people...

This week we discuss legacy letters, which are personal letters written to loved ones to express values, life lessons, regrets, and love,...

Retirement planning for inflation - Don't worry about inflation, be happy in retirement! Many people worry about how inflation will...

In this episode of "Friends Talk Financial Planning," hosts John and Bridget dive into an important aspect of retirement planning:...

Take advantage of tax planning as we approach the end of 2024! Join us this week as we continue last week's conversion discussing...

Year end tax tips can be helpful when tax planning to help you save BIG this tax season. Bridget and John offer various tips that can...

Catch up on retirement savings - it's not too late to start saving today! Do you struggle with saving money? Take responsibility for your...

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...

Separating politics from your portfolio: what to know about the stock market and economy post-election. In this episode of Friends Talk...

I just turned 50. I have $100,000 saved. Do I have enough saved to retire? In this episode of Friends Talk Financial Planning, hosts...

Your 200 Year Legacy is something that can be difficult to wrap your head around. Thinking about your legacy can enrich your life and...

Money Buys Happiness But: Researchers have been trying to nail down how much money contributes to happiness for years. Daniel Kahneman...

The debt limit ceiling is worrying a lot of people. By the end of this episode, you'll know: What is causing the debt ceiling crisis;...

When you've reached a point in your life when you know you've got more than enough, you may think about passing along your financial...

Reasons to Sell I Bonds: The new rate announced with Series I Bonds is 4.30%, which includes a .9% fixed rate. With the new interest...

Hi, this is Bridget Sullivan Mermel. Why financial planning? Why fee-only? What's important to John Scherer and I? The first time John...

Buying Series I Bonds before the rates drops make sense for many people. The rate changes on May 1 for new purchases, but in 2023, you...

It seems like every day we hear about new scams and new scandals with people stealing our identity. On this episode, we’ll talk about...