BIF Bites

Jerry and Adam sit down with financial advisor and financial content producer Anthony Ruffalo to discuss content and social media strategies that yield meaningful results.

It's the final round of our inaugural BIF Bites CFP Snake Draft. A champion will be crowned soon. To cast your vote please head over to BIFBites.com and let us know who drafted the best overall squad!

Here it is... the one... the only... The BIF Bites QUESTION PALOOZA!

Every single one of BIF's Monte Carlo simulation machines crashed when we fed them the data from our most recent CFP Snake Draft round. Here are the highlights... • Adam’s bold first pick earns him the awful nickname “Vanilla ISO” • Jerry shocks the crew with a sneaky move-up in the draft order • Mike reminds us that ‘eligible designated beneficiary’ is not a status on your dating app Listen in an...

Each CFP® Exam cycle Adam invites back former BIF Review students to share their own personal study experiences with the current group of BIF Review students that are actively preparing for the next upcoming Exam. We've decided to release a few of these recent conversations here as a BIF Bites podcast episode so that the broader CFP® community can listen in and benefit. Amy Thorsen, CFP®, Jackie C...

This week Jerry and Adam sit down with Dr. Michael Thomas of Modom Solutions and the University of Georgia to discuss Financial Empathy. Learn the importance and how to better connect and understand your clients on an empathetic level in order to better serve their needs.

Jerry and Adam sit down with Hannah Moore to discuss the FPA Externship Program that she runs. Learn how students can gain valuable industry experience and hundreds of credit hours toward the CFP experience requirement.

This week The BIF Crew continues their snake daft of the CFP topics, tackling Adam's main wheelhouse of Tax.

Olivia Luper stops by to talk marketing for Financial Advisors. We learned a lot in this episode. What strategies work best? What content are clients looking for? How do we convert prospects into full-fledged clients? Listen in and learn from a true marketing guru.

Jerry and Adam consider the "performance mindset" with psychologist Dr. Jennifer Serlin. How should we think about success in the workplace? How can we best manage inevitable career stress?

Jerry and Adam discuss the growing field of financial therapy with Nathan Astle. Big (and sometimes even small) financial decisions can take an unanticipated emotional toll. A good advisor knows when and how to put on the therapy hat and help their clients navigate the decision, or, place a call to a Financial Therapist for additional support. Listen in for some helpful tips and stick around for a...

Jerry, Mike and Adam continue their fantasy draft of the CFP exam topics. Tempers flare over some controversial choices and the commissioner is called in to settle the dispute.

It's draft week! Who gets the best sleeper pick? Which BIF Crew member needs a Draft Pick Insurance Policy? Listen in to find out. Round 2 starts now. Enjoy!

This week Jerry and Adam sit down with author and financial planner Chris Mamula to talk about the F.I.R.E way of life (Financial Independence, Retire Early). Chris talks about his journey to retire at the ripe old age of 41 and how you can too.

Fantasy Draft + CFP Topic List. Does it make sense? No, not really. Was it fun? Yes, absolutely. Listen in as Mike, Adam and Jerry draft the CFP topics from the General Principles domain that they think are most important. 3 rounds, 9 picks, and the first overall pick in this year's draft is...

In this episode, Jerry and Adam discuss the 5 ways to structure a business for tax reporting. Sole Proprietorship, LLC, Partnership, S Corp and C Corps. They talk about the pros and cons of each, and how to choose the correct one for a client in the CFP exam.

This week Jerry and Adam sit down with Robin Snell, CFP® to discuss the process behind setting up her brand new RIA firm - Nested Financial. Robin tells the story of how she started on the financial planning path and how she made the jump from working in a big box broker dealer’s office to running her own firm. This episode also serves as a guide for any advisors considering making the jump to bec...

This week we revisit an early BIF Bites episode that feels particularly relevant again with the July Exam looming ahead on the horizon. We hope you enjoy!

Jerry and Adam connect with Daniel Kopp, CFP®, MA, MS, founder of Wise Stewardship Financial Planning. The conversation explores Daniel's unique experience building and operating a financial practice that focuses on military families and widows.

Jerry and Adam discuss estate planning for the common man. We cover a few simple planning steps that will save loved ones from a world of headaches.

Jerry sits down with his former student, Jeff Sussman, CFP®, to talk about what life is like with the marks. Jeff has now been a CFP® Professional for 18 months. He shares how the marks have enabled him to better help clients, grow his business, and earn recognition from colleagues.

Jerry and Adam discuss the trials and tribulations of helping clients buy a home in the current market. Jerry shares his experience of shopping for a home from both a buyer's perspective and also a CFP’s perspective.

Jerry and Mike cover the complexities of claiming spousal benefits for social security. Listen in for the do's, the don’ts, and the everything in between.

A listener recently requested we cover the business tax gauntlet that is IRC Sections 1231, 1245, and 1250. Adam steps up to help. Do you have a topic request? Let us know!

The BIF Crew put ChatGPT to the test with tough questions: “Can you pass the CFP® exam?” “Do you plan on taking financial professional’s jobs?” “Which risk-adjusted performance measurement should be used when the Beta statistic is unreliable?” “Are you related to HAL 2000?” Tune in for a ‘no holds barred’ CFP v. AI BATTLE ROYALE!