The BIF Bites Financial Planning Podcast

Fantasy Draft + CFP Topic List. Does it make sense? No, not really. Was it fun? Yes, absolutely. Listen in as Mike, Adam and Jerry...

In this episode, Jerry and Adam discuss the 5 ways to structure a business for tax reporting. Sole Proprietorship, LLC,...

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....