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FRIENDS TALK FINANCIAL PLANNING

@FriendsTalkFinancialPlanning
•
1.02K subscribers•492 videos
Bridget Sullivan Mermel and John Scherer are Certified Financial Planners (tm)
who created this channel 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.
...more...moresullivanmermel.com/join-our-mailing-listand 3 more links
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Friends Talk Financial Planning

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Friends Talk Financial Planning

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Subscribed
Bridget Sullivan Mermel and John Scherer are Certified Financial Planners (tm)
who created this channel 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.

Should You Refinance Your Mortgage?
12:42
I'm John Scherer, and I run a fee-only financial planning practice in Middleton,
Wisconsin. 

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0:02 / 8:24•Watch full videoLive
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Why We Became Fee-Only Financial Planners | We Share our Stories
•
•
308 views 1 year ago

Why We Became Fee-Only Financial Planners Hi, this is Bridget Sullivan Mermel.
Why financial planning? Why fee-only? What's important to John Scherer and I?
The first time John Scherer and I were able to connect when COVID restrictions
were lifted, I drove up from Chicago and we filmed this video in his office in
Middleton, a suburb of Madison, Wisconsin. John talks about his reaction to
selling insurance, while I talk about Dad's stock club. Why is financial
planning meaningful to us? Tune in to find out! #acpmemberwisdom
#financialplanning 😊😊😊😊😊 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.acplanners.org/home ❤☮❤☮ Thanks for watching
and please subscribe! Use the following link to view the video transcript:
https://www.sullivanmermel.com/post/w...
Read more



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