Bridget Sullivan Mermel CFP(R) CPA
Reasons to Sell I Bonds | Time to Ditch Your Latest BFF?
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...
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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 27, 2023
Why We Became Fee-Only Financial Planners | We Share our Stories
Hi, this is Bridget Sullivan Mermel. Why financial planning? Why fee-only? What's important to John Scherer and I? The first time John...
Bridget Sullivan Mermel CFP(R) CPA
Apr 27, 2023
Athlete Investment Advice | We React!
Athlete Investment Advice | Sloan Stevens and Blake Griffith are two athletes who were profiled in a recent article. Both detailed their...
Bridget Sullivan Mermel CFP(R) CPA
Apr 18, 2023
Will Schwab Fail? Silicon Valley Bank vs Schwab
Will Schwab fail? Is @CharlesSchwab next to go down? With recent uncertainty at banks, Schwab is in the news for all the wrong reasons....
Bridget Sullivan Mermel CFP(R) CPA
Apr 17, 2023
Buying I Bonds Before Rates Drop? What's Best For You?
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...
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 27, 2023
Banks Fail 2023 | FDIC Insurance Explained
If you're worried about what the Silicon Valley Bank and Signature Bank's recent closings, you'll want to understand exactly what money...
Bridget Sullivan Mermel CFP(R) CPA
Mar 20, 2023
Roth for Kids and Grandkids | Making it Easy and Legit!
Kids benefit from Roth, just like grownups do. Children benefit from Roth can be great places to save money and it can be especially...
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...
Bridget Sullivan Mermel CFP(R) CPA
Mar 13, 2023
Annuities vs Bond Ladder | Which One is Right for You?
Annuity vs Bond Ladder. Since bonds and CDs are making money again, people are interested in bonds and CD ladders. We wanted to get more...
Bridget Sullivan Mermel CFP(R) CPA
Feb 27, 2023
Recession-Proof Your Finances | Us vs ChatGPT
Recession-Proof Your Finances: Which gives better advice on recession-proofing your finances? Experts or ChatGPT? That's what we decided...
Bridget Sullivan Mermel CFP(R) CPA
Feb 20, 2023
Mutual Funds vs Exchange Traded Funds | Which Do You Want?
Mutual Fund vs Exchange Traded Fund? There are basic differences you should know. We talk about why the two forms of investment have...
Bridget Sullivan Mermel CFP(R) CPA
Feb 12, 2023
How is Football Like Financial Planning? | Special Superbowl Episode!
Financial planning can be compared to playing football in many ways. Just as a football team needs both an offense and a good defense,...
Bridget Sullivan Mermel CFP(R) CPA
Feb 12, 2023
Individual 401ks | Save Tax While Saving Big for Retirement
Individual 401Ks, otherwise known as Solo 401Ks, are retirement plans is specifically designed for self-employed individuals and small...
Bridget Sullivan Mermel CFP(R) CPA
Jan 31, 2023
What's NOT in SECURE Act 2.0 | What Didn't Make the Cut
What's NOT in the SECURE Act hasn't gotten much attention as everyone, including @FriendsTalkFinancialPlanning, have been focusing on...
Bridget Sullivan Mermel CFP(R) CPA
Jan 22, 2023
Convert 529 to Roth | How's This Going to Work?
One of the new provisions o the Secure Act 2.0 is that 529 College Savings Plans are now going to be able to be rolled over into Roth...
Bridget Sullivan Mermel CFP(R) CPA
Jan 16, 2023
Don't Buy I bonds | Thought You'd Never Hear Us Say It!
Don’t Buy I Bonds. Here's 4 reasons why Series I Bonds might NOT be right for you, or right for you now. There are drawbacks to I Bonds...
Bridget Sullivan Mermel CFP(R) CPA
Jan 10, 2023
Secure Act 2.0 Summary | 4 Facts for 2023
Secure Act 2.0 Summary. The late December passage of the Secure Act 2.0 means that a lot of us missed it. Those of us paying attention...
Bridget Sullivan Mermel CFP(R) CPA
Jan 2, 2023
Financial Resolutions for 2023: You Tell Me Yours, I'll Tell You Mine!
Financial Resolutions for 2023. Both John Scherer and Bridget Sullivan Mermel are making them! And we're revealing them in this video....
Bridget Sullivan Mermel CFP(R) CPA
Jan 2, 2023
Spending for Happiness | Easy Way to Improve Relationships
Spending for Happiness: There are some easy ways to spend some money and get more happiness. In this video we talk about the ins and outs...
Bridget Sullivan Mermel CFP(R) CPA
Jan 2, 2023
Year End Bear Market Tax Moves | Two ways to Benefit from Down Market
Year End Bear Market Tax Moves--The stock market has been down this year, and we're approaching year end. It's a great time to take a...
Bridget Sullivan Mermel CFP(R) CPA
Dec 23, 2022
Investment Management vs Financial Planning | Making Jargon Arrests!
Knowing if you want investment management vs financial planning is a key element in finding the right advice. In this episode, we gently...
Bridget Sullivan Mermel CFP(R) CPA
Dec 22, 2022
Emotional Hurdles of Retirement: Two Surprising Challenges
Two Emotional Hurdles of Retirement: Retirement is great, but can feel a lot different than you expect, especially at first. We see that...
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