The light at the end of the CFP® tunnel w/ Jeff Sussman, CFP®
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...
WELCOME TO
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.
June 09, 2023
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...
June 02, 2023
Jerry and Adam discuss the trials and tribulations of helping clients buy a home in the current market. Jerry shares his...
May 26, 2023
Jerry and Mike cover the complexities of claiming spousal benefits for social security. Listen in for the do's, the don’ts, and...
May 12, 2023
The BIF Crew put ChatGPT to the test with tough questions: “Can you pass the CFP® exam?” “Do you plan on taking financial...
May 05, 2023
Got an uninsured client? Need an overview of the 3 pillars of life insurance pillars? Mike and Jerry are here to break down the...
April 30, 2023
Fellow Financial Professionals, have no fear. Mike and Jerry are here (as always) to run through SECURE Act 2.0 provisions going...
April 28, 2023
Financial planning is all about sequencing. The ability to place a set of competing goals and needs in order is a key skill for...
April 19, 2023
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...
April 07, 2023
In this episode, Adam takes a deep dive into the world of Enrolled Agents. He explains why the designation is important, who its...
March 31, 2023
In this episode, Adam takes a deep dive into the world of Enrolled Agents. He explains why the designation is important, who its...