In this episode of Friends Talk Financial Planning, John and Bridget dig into the world of fixed annuities. They discuss the components...

In this episode of Friends Talk Financial Planning, John and Bridget discuss the three deadly annuity mistakes that individuals should...

In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel uncover four hidden secrets that investment...

In this episode, Bridget and John share six important questions to ask when hiring a financial advisor or financial planner. They discuss...

In this episode of Friends Talk Financial Planning, John Scherer and Bridget Sullivan Mermel dive into the intricate balance between...

In this episode of Friends Talk Financial Planning, John and Bridget discuss the benefits of hiring a financial advisor and how it can be...

In this episode of Friends Talk Financial Planning, John and Bridget address a viewer's question, breaking down the differences between...

In this episode, John and Bridget discuss all things Donor Advised Funds (DAFs) and Qualified Charitable Distributions (QCDs) and how to...

In this episode of Friends Talk Financial Planning, John and Bridget discuss the required minimum distributions (RMDs) and the recent...

Paying zero tax in retirement is possible, but it doesn't generally happen by accident. In this episode we discuss major sources of tax...

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...

The number one financial skill for retirement means what you need to have mastered before you give up your job. It's not about...