Bridget Sullivan Mermel CFP(R) CPA
Understanding RMDs and QCDs
In this episode of Friends Talk Financial Planning, John and Bridget address a viewer's question, breaking down the differences between...
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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
Nov 27, 2023
Avoid IRS Penalties: Understanding Required Minimum Distributions (RMDs) and Secure Act 2.0
In this episode of Friends Talk Financial Planning, John and Bridget discuss the required minimum distributions (RMDs) and the recent...
Bridget Sullivan Mermel CFP(R) CPA
May 2, 2023
4 Types of Tax Free Retirement Income | Paying zero tax can be fun!
Paying zero tax in retirement is possible, but it doesn't generally happen by accident. In this episode we discuss major sources of tax...
Bridget Sullivan Mermel CFP(R) CPA
Apr 1, 2023
How to Protect Yourself from Identity Theft | Better Safe than Sorry!
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...
Bridget Sullivan Mermel CFP(R) CPA
Mar 13, 2023
Number One Financial Skill for Retirement | Plus How to Make it Easy!
The number one financial skill for retirement means what you need to have mastered before you give up your job. It's not about...
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