The BIF Bites Financial Planning Podcast

Jerry and Adam sit down with Hannah Moore to discuss the FPA Externship Program that she runs. Learn how students can gain...

Fantasy Draft + CFP Topic List. Does it make sense? No, not really. Was it fun? Yes, absolutely. This week The BIF Crew continues...

Olivia Luper stops by to talk marketing for Financial Advisors. We truly learn a lot in this episode. What strategies work best?...

Jerry and Adam consider the "performance mindset" with psychologist Dr. Jennifer Serlin. How should we think about success in the...

Jerry and Adam discuss the growing field of financial therapy with Nathan Astle. Big (and sometimes even small) financial...

Jerry, Mike and Adam continue their fantasy draft of the CFP exam topics. Tempers flare over some controversial choices and the...

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....

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...

Fantasy Draft + CFP Topic List. Does it make sense? No, not really. Was it fun? Yes, absolutely. Listen in as Mike, Adam and Jerry...

In this episode, Jerry and Adam discuss the 5 ways to structure a business for tax reporting. Sole Proprietorship, LLC,...