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.
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 ...
5 Sept 2023
The No Budget Budget with Ken Robinson
Join us as we welcome a very special guest, Ken Robinson, the author of Don't Make a Budget: Why it's So Hard to Save Money and What to Do About it. Ken Robinson has revolutionized the concept of budgeting with his groundbreaking system that prioritizes paying yourself first. Through his book, he provides invaluable insights and actionable steps to help you regain control over your financial well-being. We all know that using cash allows us to witness the tangible nature of our limited reso...
5 Sept 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...
5 Sept 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...
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