CFP Snake Draft - Tax Planning
Fantasy Draft + CFP Topic List. Does it make sense? No, not really. Was it fun? Yes, absolutely. This week The BIF Crew continues...
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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.
September 15, 2023
Fantasy Draft + CFP Topic List. Does it make sense? No, not really. Was it fun? Yes, absolutely. This week The BIF Crew continues...
September 01, 2023
Jerry and Adam consider the "performance mindset" with psychologist Dr. Jennifer Serlin. How should we think about success in the...
August 25, 2023
Jerry and Adam discuss the growing field of financial therapy with Nathan Astle. Big (and sometimes even small) financial...
August 18, 2023
Jerry, Mike and Adam continue their fantasy draft of the CFP exam topics. Tempers flare over some controversial choices and the...
August 04, 2023
This week Jerry and Adam sit down with author and financial planner Chris Mamula to talk about the F.I.R.E way of life (Financial...
July 21, 2023
In this episode, Jerry and Adam discuss the 5 ways to structure a business for tax reporting. Sole Proprietorship, LLC,...
July 14, 2023
This episode serves as a guide for any advisors considering making the jump to becoming an independent advisor.
July 07, 2023
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...
June 24, 2023
Jerry and Adam connect with Daniel Kopp, CFP®, MA, MS, founder of Wise Stewardship Financial Planning. The conversation explores...
June 16, 2023
Jerry and Adam discuss estate planning for the common man. We cover a few simple planning steps that will save loved ones from a...