Friends Talk Finanical Planning
Claim This Podcastby Bridget Sullivan Mermel and John Scherer
Podcast Overview
<p>Bridget Sullivan Mermel and John Scherer are Certified Financial Planners (tm) who created this podcast to help people, especially those who are getting started as well as others who might hesitate to ask questions they think are too basic. We help viewers cut through the financial mumbo-jumbo to know what is actually important and what to ignore. Join us for a fun conversation that applies common-sense explanations to complex financial topics.</p>
Language
🇺🇲
Publishing Since
9/5/2023
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Recent Episodes
September 5, 2023
Donor Advised Funds - The Smart Way To Give!
Many people of heard about Donor Advised Funds (D.A.F.) but not everyone knows how powerful they can be to leverage charitable giving. In today's episode we talk about situations where Donor Advised Fund makes sense, the of the tax savings that a DAF can bring and how it can help facilitate happiness through giving. Here's Bridget's firm website: https://www.sullivanmermel.com John's firm website: https://www.trinfin.com For advisors around the US: https://www.acpla...
September 5, 2023
The Fiduciary Standard: The Knighthood Oath for Financial Planners
Welcome to another episode of Friends Talk Financial Planning! In this installment, we delve into the world of the Fiduciary Standard—a noble code of conduct that draws parallels to the chivalrous oaths of knighthood. Join us as we introduce our guest, Ken Robinson, who shares his insights on the significance of this standard and its impact on our clients. From the very beginning, we dispel the misconception surrounding the term "fiduciary," reminding our viewers that it is not a dirty word ...
September 5, 2023
Donating: Feel Less Regret, More Happiness!
Giving money away can come with happiness or regret. Bridget Sullivan Mermel and John Scherer discuss how to avoid three flavors of donation regret. Stay tuned for our tips on how to feel more of the warm glow of giving, too! John uses his own stories to illustrate how donating can make you feel bad or good. He talks about how he thinks about being scammed by a charity and what he learned from the experience. We talk about public radio station changing formats, and feeling...
4 total episodes available
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Frequently asked questions
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- What is Friends Talk Finanical Planning?
<p>Bridget Sullivan Mermel and John Scherer are Certified Financial Planners (tm) who created this podcast to help people, especially those who are getting started as well as others who might hesitate to ask questions they think are too basic. We help viewers cut through the financial mumbo-jumbo to know what is actually important and what to ignore. Join us for a fun conversation that applies common-sense explanations to complex financial topics.</p> - How often does this podcast release new episodes?
This podcast updates daily.
- Where can I listen to this podcast?
This podcast is available on 4 platforms including Apple Podcasts, Spotify, and more. You can also use the RSS feed directly.
- Does this podcast accept guests?
Yes, this podcast regularly features guests.
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