Gene's Path to CFP Exam Success
In this episode, Adam takes a deep dive into the world of Enrolled Agents. He explains why the designation is important, who its...
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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.
March 31, 2023
In this episode, Adam takes a deep dive into the world of Enrolled Agents. He explains why the designation is important, who its...
February 28, 2023
In this episode, Mike and Jerry sit down to talk about the Social Security Trinity: the three things every advisor must consider...
January 27, 2023
In this episode, Adam and Jerry sit down to talk about constructive receipt and how it can impact your taxes in everything from...
March 08, 2022
Adam and Jerry put on their "dad" hats and give practical advice for Exam Day success. Enjoy!
January 01, 2022
Listen in to hear Jerry and Adam discuss some unconventional ways that BIF students have satisfied CFP® Board's Experience...
April 15, 2021
CFP® Practice Question on Strong Form vs. Weak Form.
February 19, 2021
CFP® Practice Question on corporate retirement plan eligibility.
December 18, 2020
The BIF Guys cover the vaccine and who is likely to pay for it, Medicare's Donut-Hole, the power of HSA accounts and Stop-Loss...
December 01, 2020
CFP® Practice Question on the Stop-Loss provision.
November 25, 2020
We look at the relationship between election outcomes and market performance, SECURE Act changes to inherited IRAs and updated...