BIF Bites

It's day 5 of our 6-day Question Palooza extravaganza. In this episode, Jerry and Adam tackle ESPP and how the different aspects of this retirement benefit are taxed.  

Today Jerry and Adam tackle everyone's favorite topic, taxes! They dive into the taxation of ISO's and also the tricky question writing style of the CFP Board. This is part 4 of a 6-part series going through the top topics of the CFP exam.  

Jerry and Adam are back with Day 3 of Question Palooza! Today, they tackle investments and discuss what makes a suitable portfolio asset mix for a client looking for inflation protection. 

In today's episode, Jerry and Adam discuss homeowners' insurance, covering what is and is not covered.  This is part 2 of a 6-part series going through the top topics of the CFP exam.  

Jerry and Adam kick off a new edition of Question Palooza! This is part 1 of a 6-part series going through the top topics of the CFP exam.  

In this episode, Jerry and Adam give their best tips and tricks for tackling the case study section of the CFP Exam! 

In this episode of BIF Bites, Jerry and Adam dive into the fascinating world of business cycles and economic indicators. They explore the four phases of the business cycle and discuss how these cycles impact the economy. The crew also breaks down the different types of economic indicators, focusing on leading and lagging indicators. Discover how metrics like new building permits and stock prices s...

In this week's episode, Jerry dives deep into the latest craze in ultra-short-term financing with Klarna, Affirm, and other Buy Now, Pay Later programs.

In this BIF Bites episode, Adam is joined by Jenny Coombs, Director of Content & Development at US SIF, to discuss the basics of ESG investing, its history, and its importance in sustainable investing strategies. They explore the long-term benefits of ESG investments, the power of collective action, and the role of endowments in sustainable investing. The conversation also covered upcoming eve...

In this episode, Adam channels 'The Dude' from The Big Lebowski to explain the complex subject of depreciation in business accounting. He explains its purpose and discusses two main methods: straight-line depreciation and the Modified Accelerated Cost Recovery System (MACRS). Adam also introduces the Half-Year Convention, providing examples of common useful lives for various assets. To wra...

In this episode, Jerry dives into the history of Wash sales, how to avoid them, and what to do if you have one.

Another CFP(R) exam cycle hascome to a close. Congratulations to those receiving the Preliminary Pass fromthe BIF Crew! For the passing group, it's a time for celebration, relief, andplanning of next steps, both professionally and personally. However,approximately 33-40% of exam takers' exam outcomes aren’t the sought-afterPreliminary Pass but a Preliminary Fail.   In the BIF Review, we of...

The Bif crew is back with their most popular segment -Question Palooza!

This week the gang is all here as Jerry, Mike, and Adam go through the most difficult topic from each of the 6 main curriculum areas.

This week, Jerry gives a rundown of all the changes thatwill revert at the end of this year, when the TCJA is set to expire, and how that will impact the CFP exam.

In this episode of BIF Bites, we're diving into the essential details every Candidate for CFP® Certification needs to know about the Prometric Testing Center. Join Adam as he takes you into "The Room Where It Happens," where your journey to success is just one click away! After clearing a proctor-delivered security check, listen in to discover the ins and outs of the testing process,...

In this week's episode, Jerry takes a look at the insurance situation surrounding the California wildfires and the CFP lessons that can be taken away from it.

In this week's episode, Jerry breaks down all of the behavioral finance biases in the new season of Squid Games and how they can help you study for the CFP exam.

In this episode, we reflect on the incredible achievements and milestones BIF reached in 2024. This year was marked by significant growth, innovation, and success! Key Highlights: Expansion and Innovation: BIF expanded its reach, introducing many new students into our CFP education and CFP exam prep course, the BIF Review! Educational Initiatives: Our commitment to education was stronger than ever...

In this week's episode, Jerry goes through a breakdown of Tariffs. What they are, their history, and an unbiased breakdown of their pros and cons. The BIF Bites podcast  covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.

Join us for an insightful episode of the BIF Bites Podcast as we dive into estate planning with our NEW BIF/Bryant CFP® Instructor, Jennifer Belmont Jennings, a practicing attorney and CFP® Professional. Estate planning might sound daunting, but Jennifer breaks it down into simple, understandable best practices. Whether your clients are starting or are looking to refine their existing estate plans...

Jerry and Adam celebrate the 100th BIF Bites Podcast episode (woohoo!!) with everyone’s favorite segment... The BIF Bites CFP® Exam Question Palooza!

This week, Jerry shares some really important tips and answer all those pressing questions you have about the financial calculator and nailing your CFP exam. Make sure to tune in so you are prepared on your big day!

In this episode, Adam shares a valuable resource for candidates preparing for the CFP® Exam. He introduces the 'Question Breakdown Checklist' to help candidates dissect exam questions effectively. Adam explains how this checklist aids in identifying the core of each question, ensuring that candidates apply the correct information to arrive at the right answers. Ready to boost your confidence and p...

In this week’s episode, Jerry goes over the many financial lessons he learned while planning his recent wedding.