Starting line in the sunshine state w/ Robin Snell, CFP®
This episode serves as a guide for any advisors considering making the jump to becoming an independent advisor.
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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.
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...
May 19, 2023
A listener recently requested we cover the business tax gauntlet that is IRC Sections 1231, 1245, and 1250. Adam steps up to help....
May 12, 2023
The BIF Crew put ChatGPT to the test with tough questions: “Can you pass the CFP® exam?” “Do you plan on taking financial...
May 05, 2023
Got an uninsured client? Need an overview of the 3 pillars of life insurance pillars? Mike and Jerry are here to break down the...