The BIF Bites Financial Planning Podcast

Adam and Jerry sit down to chat about the annual inflation adjustments to the IRS tax code. How these changes impact clients and...

Jerry and Adam welcome a new friend! Dominique Henderson, CFP® of Jumpstart Coaching Lab and DHJ Capital Management fame joins the...

The BIF Bites Podcast team has been quiet for a bit. We've been hard at work in the lab creating something that we are very proud...

Adam and Jerry put on their "dad" hats and give practical advice for Exam Day success. Enjoy!

Adam sits down with Brendan for our final March 2022 Exam episode.

Adam talks about question difficulty levels and the importance of making your layups. Then he breaks down 3 questions that range...

Listen in to hear Jerry and Adam discuss some unconventional ways that BIF students have satisfied CFP® Board's Experience...

Mike and Adam Brendan discuss Roth IRA distributions in detail. Mike shares his stop light trick, which has helped many of his...

Adam and Brendan discuss the different behavioral biases exhibited by each American generation.

Mike and Jerry consider the role of Spousal IRAs in light of the "great resignation."