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

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

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...

Welcome back to Friends Talk Financial Planning! In today’s episode, Bridget and John discuss the strategic world of Roth conversions....

Inheriting an IRA can be overwhelming, especially with the recent changes in tax laws. In this episode, Bridget and John break down the...

In this insightful episode of Friends Talk Financial Planning (FTFP), we dive deep into the intersection of values, money, and freedom...

Join hosts Bridget and John in this thought-provoking episode of FTFP as they sit down with George Kinder, a pioneer in financial and...

Welcome to FTFP! In this episode, hosts Bridget Sullivan Mermel and John Scherer dive into a critical topic: retiring with credit card...

Thinking about refinancing your mortgage? Bridget and John dive into the pros and cons of refinancing and help you determine if it's the...

When someone loses a spouse, there are numerous financial changes that occur. One major change is in their tax situation. In this episode...

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

Are you considering retiring before age 65 and worried about covering healthcare costs before Medicare kicks in? You're not alone! In...

Join John and Bridget in this episode of Friends Talk Financial Planning as they delve into the upcoming tax rate changes scheduled for...

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...