November 2022: Inflation Adjusted Tax Numbers You Need to Know
Adam and Jerry sit down to chat about the annual inflation adjustments to the IRS tax code. How these changes impact clients and...
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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.
November 15, 2022
Adam and Jerry sit down to chat about the annual inflation adjustments to the IRS tax code. How these changes impact clients and...
October 01, 2022
Jerry and Adam welcome a new friend! Dominique Henderson, CFP® of Jumpstart Coaching Lab and DHJ Capital Management fame joins the...
April 01, 2022
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...
March 08, 2022
Adam and Jerry put on their "dad" hats and give practical advice for Exam Day success. Enjoy!
March 07, 2022
Adam sits down with Brendan for our final March 2022 Exam episode.
March 01, 2022
Adam talks about question difficulty levels and the importance of making your layups. Then he breaks down 3 questions that range...
January 01, 2022
Listen in to hear Jerry and Adam discuss some unconventional ways that BIF students have satisfied CFP® Board's Experience...
December 30, 2021
Mike and Adam Brendan discuss Roth IRA distributions in detail. Mike shares his stop light trick, which has helped many of his...
December 15, 2021
Adam and Brendan discuss the different behavioral biases exhibited by each American generation.
November 24, 2021
Mike and Jerry consider the role of Spousal IRAs in light of the "great resignation."