BIF Crew

BIF Bites

Education EN ↓ 152 avsnitt

The BIF Bites podcast covers topics that are important to anyone that wants to better understand the financial services industry.

Glöm inte att besöka poddens webbplats och stötta skaparen: www.bostonifi.com

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BIF Crew

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Education

Poddens webbplats

www.bostonifi.com

Senaste avsnittet

13 nov 2026

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Avsnitt

Kiddie Tax, Fiduciary Rules and Retirement Alphabet Soup 10.09.2019 46:30

Visit BIFBites.com to view the question of the month. In this episode Mike and Jerry tackle the kiddie tax and how to calculate it, explain why the fiduciary rule changes are not so scary and make sense of today's retirement plan type "alphabet soup" (ingredients include 401ks, IRAs, SEPs, 457s, 403bs and more). Jerry Mee is Director of Student Support at the Boston Institute of Finance and has ne...

Study Plans, Quiz Scores, and Roths 16.07.2019 38:49

Visit BIFBites.com to view the question of the month. Welcome to the inaugural episode of The Boston Institute of Finance’s new “BIF Bites” podcast with co-hosts Jerry Mee and Mike Long! Listen in as we discuss Roth IRA withdrawals, how to get the most out of your study time and scoring expectations for the CFP Exam. Jerry Mee is Director of Student Support at the Boston Institute of Finance and h...