CFP® Questions & Misconceptions: Tax Planning
This week, Adam delivers some tax fact-checks! He covers AGI v. taxable income, capital gains & tax rates, MAGI, business...
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The BIF Bites weekly podcast covers topics that are important to those seeking CFP certification and really anyone who wants to better understand the financial services industry in general.
November 17, 2023
This week, Adam delivers some tax fact-checks! He covers AGI v. taxable income, capital gains & tax rates, MAGI, business...
November 10, 2023
Mike, Jerry, and Adam recorded this important roundtable discussion to support all who fell short of the ‘Preliminary Pass’ on...
November 03, 2023
Jerry and Adam sit down with financial advisor and financial content producer Anthony Ruffalo to discuss content and social media...
October 27, 2023
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...
October 13, 2023
Every single one of BIF's Monte Carlo simulation machines crashed when we fed them the data from our most recent CFP Snake Draft...
October 06, 2023
Each CFP® Exam cycle Adam invites back former BIF Review students to share their own personal study experiences with the current...
September 29, 2023
This week Jerry and Adam sit down with Dr. Michael Thomas of Modom Solutions and the University of Georgia to discuss Financial...
September 07, 2023
Olivia Luper stops by to talk marketing for Financial Advisors. We truly learn a lot in this episode. What strategies work best?...
August 11, 2023
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....
July 28, 2023
Fantasy Draft + CFP Topic List. Does it make sense? No, not really. Was it fun? Yes, absolutely. Listen in as Mike, Adam and Jerry...