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Friends Talk Financial Planning @UCmmaFMYsnqDCUGhRvgxdlng@youtube.com

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Bridget Sullivan Mermel and John Scherer are Certified Finan


11:45
Reasons You Should Sell Now When The Market Is Down
11:38
Are We Headed For A Recession? Prepare Your Finances Today!
12:13
Is The Stock Market Really Down? How To Manage Market Fluctuations
12:43
How Do I Save For Retirement When I'm Self Employed?
10:48
How To Manage Employee Benefits After Changing Jobs - A Financial Planning Checklist
12:09
Key Considerations To Make When Inheriting Money Or Other Assets
09:53
Having A Baby, Now What? 6 Financial Planning Tips For Baby On The Way
13:28
Just Married? A Checklist To Manage Money Together
14:19
Smart Couples Master These Money Moves Before Marriage
12:45
Everything You Need To Know About Taxes In The New Trump Era
10:04
5 Best Ways To Maximize Savings In The New Year - Plan Ahead!
13:22
Tips To Maximize Your Spending In Retirement
12:22
5 Signs You Are Not Spending Enough Money In Retirement - Don't Leave Too Much Behind!
10:15
Maximize Your 401(k) With A Super Catch Up Contribution!
12:28
The Legacy Letter Challenge: Leaving More Than Money Behind
12:09
Retirement Planning For Inflation: 5 Reasons You Don't Need to Worry!
13:14
Stress Free Retirement Planning: How To Estimate Your Future Expenses
14:49
Take Advantage Of Tax Planning To Save Big On Taxes In 2024!
11:47
Year End Tax Tips: 'Tis The Season To Save BIG With Tax Planning
11:59
Don't Panic! Catch Up On Retirement Savings - It's Not Too Late!
13:27
Tax Changes Post Election: What To Expect And How To Prepare
12:00
Separating Politics From Your Portfolio: What To Know About The Stock Market & Economy Post-Election
12:12
Do I Have Enough Saved To Retire? I Am Afraid I Am Not On Track!
12:19
Should You Do a Roth Conversion? Key Factors to Consider
12:41
IRA Inheritance Rules Explained: What You Need to Know
12:24
George Kinder on Values, Freedom, and Financial Planning
11:58
George Kinder Shares Vision of Legacy and Freedom
17:21
Understanding Fiduciary Financial Advisors with Industry Pioneer George Kinder
13:03
Can You Afford to Retire with Credit Card Debt?
12:42
Should You Refinance Your Mortgage?
11:30
Top Spots To Safely Store Your Money Today
12:27
Understanding the Tax Implications After Losing a Spouse
01:01
🎥 New clients signed on and they're facing the challenge of saving for college for their kids.
12:37
Is Saving For College Stupid?
13:07
Navigating Health Insurance Before Medicare: Tips for Early Retirees
01:02
🔍 Are Tax Cuts and Job Act Expiring? 📅 Congress's Decision & Future Changes 💼💰
11:48
Prepare for 2026 Tax Rate Changes: Strategies
01:02
529 and i bond the best way to fund kids' education
01:01
are i bonds tax free for my grandkids
11:03
Tax-Free Strategy: Transfer I Bonds to 529 Plans for Grandchildren's College Expenses
01:02
tax free college funds for grandkids
01:03
donating money to others
11:21
Should You Loan or Gift Money to Family and Friends?
16:05
Navigating Long-Term Care Insurance: Is It the Right Choice for You?
01:04
self insurance for long term care
14:06
When to Start Claiming Social Security?
11:42
Debunking Financial Myths: Savings and Debt Over Inflation and Economy
12:27
Retirement Age
10:35
Interest Rates & Stock Performance
12:10
How Presidential Elections Impact the Stock Market: Data and Insights
14:06
How Much Do You Really Need for Retirement? Survey Says $1.46 Million
01:01
Top 1% level isn't about fancy strategies. Just save, be smart with money, and avoid debt.
11:35
Exploring Net Worth by Age
10:47
Stock Market and Inflation Trends: What Investors Need to Know
12:12
The Impact of Divestment: Does Protesting Investment Policies Trigger Real Change?
11:07
Rich Taxes vs Poor Taxes
11:28
Collision and Comprehensive Coverage Explained by Financial Planners
12:47
Mastering Money: 5 Personal Finance Fundamentals You Should Know
11:16
Is Home Ownership Slipping Away From Americans?
12:05
The Benefits and Risks of Putting 100% of Your Investments into Stocks