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

Bridget Sullivan Mermel CFP(R) CPA

Feb 19

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...

Bridget Sullivan Mermel CFP(R) CPA

Feb 11

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

Oct 23, 2023

Navigating the Current Real Estate Market: Lessons Learned from Bridget's House Purchase

In this episode of Friends Talk Financial Planning, Bridget shares her personal experience of buying a house and the financial planning...