The Need-to-Know on SECURE Act 2.0
Fellow Financial Professionals, have no fear. Mike and Jerry are here (as always) to run through SECURE Act 2.0 provisions going...
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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.
April 30, 2023
Fellow Financial Professionals, have no fear. Mike and Jerry are here (as always) to run through SECURE Act 2.0 provisions going...
April 28, 2023
Financial planning is all about sequencing. The ability to place a set of competing goals and needs in order is a key skill for...
April 19, 2023
How do you file if your spouse is sleeping on the couch? Better yet, what if the couch sleeper is you ex? What filing status do...
April 07, 2023
In this episode, Adam takes a deep dive into the world of Enrolled Agents. He explains why the designation is important, who its...
March 31, 2023
In this episode, Adam takes a deep dive into the world of Enrolled Agents. He explains why the designation is important, who its...
March 21, 2023
In this episode, Adam takes a deep dive into the world of Enrolled Agents. He explains why the designation is important, who its...
February 28, 2023
In this episode, Mike and Jerry sit down to talk about the Social Security Trinity: the three things every advisor must consider...
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...