The BIF Bites Financial Planning Podcast

Fellow Financial Professionals, have no fear. Mike and Jerry are here (as always) to run through SECURE Act 2.0 provisions going...

Financial planning is all about sequencing. The ability to place a set of competing goals and needs in order is a key skill for...

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...

In this episode, Adam takes a deep dive into the world of Enrolled Agents. He explains why the designation is important, who its...

In this episode, Adam takes a deep dive into the world of Enrolled Agents. He explains why the designation is important, who its...

In this episode, Adam takes a deep dive into the world of Enrolled Agents. He explains why the designation is important, who its...

In this episode, Mike and Jerry sit down to talk about the Social Security Trinity: the three things every advisor must consider...

In this episode, Adam and Jerry sit down to talk about constructive receipt and how it can impact your taxes in everything from...

In this episode, Mike and Adam sit down to talk about inherited IRA’s. Receiving large piles of cash from distant relatives is not...

Adam and Cody Garrett discuss the critical information gathering stage. We explain how a well-informed question can strengthen...