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

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...

Recession-Proof Your Finances: Which gives better advice on recession-proofing your finances? Experts or ChatGPT? That's what we decided...

Mutual Fund vs Exchange Traded Fund? There are basic differences you should know. We talk about why the two forms of investment have...

Financial planning can be compared to playing football in many ways. Just as a football team needs both an offense and a good defense,...

Individual 401Ks, otherwise known as Solo 401Ks, are retirement plans is specifically designed for self-employed individuals and small...

What's NOT in the SECURE Act hasn't gotten much attention as everyone, including @FriendsTalkFinancialPlanning, have been focusing on...

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...

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...

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...

Financial Resolutions for 2023. Both John Scherer and Bridget Sullivan Mermel are making them! And we're revealing them in this video....

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...

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...

Knowing if you want investment management vs financial planning is a key element in finding the right advice. In this episode, we gently...

Two Emotional Hurdles of Retirement: Retirement is great, but can feel a lot different than you expect, especially at first. We see that...

Smart Charitable Giving is relevant during this time of year. In this video, we talk about how to give money and save on taxes. Give...

I Bonds News: I bonds are one of our favorite investments. But now, with the new rates as of November 1st being down over 3% compared to...

When the stock market goes down, we can immediately think--I don't like this. Someone must be to blame! We proceed, finding a...

Understanding QCDs, or Qualified Charitable Contributions can save you big on your taxes. As a practical matter, there are important...

CDs, or Certificates of Deposit, Treasuries, and TBills are paying higher interest than they have been in years. You can start earning...

Should I buy I bonds now? There's an incentive because interest on the series I bond changes November 1st. In this video we'll explain: *...

October 20th, 2022 is World Values Day. Everybody agrees that they want more happiness in their life. In honor of World Values Day, John...

In fourth grade, my niece’s teacher started a “genius hour.” Once a week during that hour, the students worked on whatever project they...

Buy A New Car from Dealer? This video, tells you everything Bridget Sullivan Mermel learned from her Dad about the process of buying a...