The BIF Bites Financial Planning Podcast

This episode serves as a guide for any advisors considering making the jump to becoming an independent advisor.

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...

Jerry and Adam connect with Daniel Kopp, CFP®, MA, MS, founder of Wise Stewardship Financial Planning. The conversation explores...

Jerry and Adam discuss estate planning for the common man. We cover a few simple planning steps that will save loved ones from a...

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...

Jerry and Adam discuss the trials and tribulations of helping clients buy a home in the current market. Jerry shares his...

Jerry and Mike cover the complexities of claiming spousal benefits for social security. Listen in for the do's, the don’ts, and...

A listener recently requested we cover the business tax gauntlet that is IRC Sections 1231, 1245, and 1250. Adam steps up to help....

The BIF Crew put ChatGPT to the test with tough questions: “Can you pass the CFP® exam?” “Do you plan on taking financial...

Got an uninsured client? Need an overview of the 3 pillars of life insurance pillars? Mike and Jerry are here to break down the...