January 2023: When should constructive receipt be used?
In this episode, Adam and Jerry sit down to talk about constructive receipt and how it can impact your taxes in everything from...
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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.
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...
December 15, 2022
In this episode, Mike and Adam sit down to talk about inherited IRA’s. Receiving large piles of cash from distant relatives is not...
November 28, 2022
Adam and Cody Garrett discuss the critical information gathering stage. We explain how a well-informed question can strengthen...
November 15, 2022
Adam and Jerry sit down to chat about the annual inflation adjustments to the IRS tax code. How these changes impact clients and...
October 01, 2022
Jerry and Adam welcome a new friend! Dominique Henderson, CFP® of Jumpstart Coaching Lab and DHJ Capital Management fame joins the...
June 14, 2022
The BIF Review helps students prepare for and pass the CFP Exam through team instruction and concise CFP materials at the right...
April 01, 2022
The BIF Bites Podcast team has been quiet for a bit. We've been hard at work in the lab creating something that we are very proud...
March 08, 2022
Adam and Jerry put on their "dad" hats and give practical advice for Exam Day success. Enjoy!
March 07, 2022
Adam sits down with Brendan for our final March 2022 Exam episode.
March 01, 2022
Adam talks about question difficulty levels and the importance of making your layups. Then he breaks down 3 questions that range...