Is F.I.R.E. Still Possible in 2023? (w/ guest Chris Mamula)
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...
WELCOME TO
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.
August 04, 2023
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...
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...
July 21, 2023
In this episode, Jerry and Adam discuss the 5 ways to structure a business for tax reporting. Sole Proprietorship, LLC,...
July 14, 2023
This episode serves as a guide for any advisors considering making the jump to becoming an independent advisor.
July 07, 2023
Jerry and Adam give some last-minute help to the July test takers with this new iteration of a BIF Bites classic. The guys break...
June 24, 2023
Jerry and Adam connect with Daniel Kopp, CFP®, MA, MS, founder of Wise Stewardship Financial Planning. The conversation explores...
June 16, 2023
Jerry and Adam discuss estate planning for the common man. We cover a few simple planning steps that will save loved ones from a...
June 09, 2023
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...
June 02, 2023
Jerry and Adam discuss the trials and tribulations of helping clients buy a home in the current market. Jerry shares his...
May 26, 2023
Jerry and Mike cover the complexities of claiming spousal benefits for social security. Listen in for the do's, the don’ts, and...