You Won the Lottery! Now What?
Whether you win the lottery, a long-lost relative leaves you their entire fortune, or you dig up a...
The 2010 Hobby Lobby Tax Scandal & the Related Use Rule
How familiar are you with the IRS' Related Use Rule? In this episode of the BIF Bites podcast,...
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After the CFP® Exam: What Comes Next?
After all the studying and stress, you did it —you passed the CFP® Exam! We hope you got to...
Tackling Case Studies on the CFP® Exam
If you're sweating case studies on the CFP® Exam, don't worry! Jerry and Adam sit down to talk...
Buy Now, Pay Later, Big Regrets
Ultra-short-term financing with Klarna, Affirm, and other "buy now, pay later" programs are super...
Wash and Learn: A Podcast on Wash Sales
What are wash sales?
A wash sale results when an investor sells a security at a loss, then either...
Home Is Where The Heart Is
Jerry and Adam discuss the trials and tribulations of helping clients buy a home in the current market. Jerry shares his experience of shopping for a home from both a buyer's perspective and also a CFP’s perspective.
How to Insure the Uninsurable
In this episode, Jerry takes a look at the insurance situation surrounding the California wildfires and the CFP lessons that can be taken away from it.
Riffing on Tariffs!
In this week's episode, Jerry goes through a breakdown of Tariffs. What they are, their history, and an unbiased breakdown of their pros and cons.
Episode 100! Question Palooza (November 2024)
Jerry and Adam celebrate the 100th BIF Bites Podcast episode (woohoo!!) with everyone’s favorite segment...The BIF Bites CFP® Exam Question Palooza!
Financial Calculator FAQ
This week, Jerry shares some really important tips and answer all those pressing questions you have about the financial calculator and nailing your CFP exam. Make sure to tune in so you are prepared on your big day!
A Very CFP Wedding
In this week’s episode, Jerry goes over the many financial lessons he learned while planning his recent wedding.
The BIF Crew Dissects 1983's Trading Places
On this BIF Bites episode, Jerry goes back to the movies this week to explore the 1983 comedy classic Trading Places.
CFP Board's Most Wanted.
In this week’s episode, Jerry and Adam go through the CFP Board Case Histories, a database that includes information about orders issued by the Disciplinary and Ethics Commission (DEC).
It is Christmas In July!
In this episode, Jerry goes over the valuable lessons on cash value life insurance that we can learn from the classic holiday movie It’s a Wonderful Life.
When Can Super Mario Retire?
In this episode, Jerry walks through a theoretical retirement plan using everyone’s favorite video game plumber, Super Mario, as a case study.
Currency Exchanges: A Financial Travelogue
In this week’s episode, the BIF Crew discusses the workings of international currency exchange using Adam's recent trip to Iceland as an example.
What to Do If You Win the Lottery?
Listen in as Jerry covers all of the financial planning considerations that go along with winning the lottery or other large unexpected windfall.
CFP® Questions & Misconceptions: Financial Calculator
Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review.
Young vs. Experienced: The 2 Types of CFP Students
Mike, Jerry, and Adam sit down to discuss the strengths and weaknesses of the two types of CFP students, those brand new to the industry, and those with several years of experience.
CFP® Questions & Misconceptions: General Principles
Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review.
The Collector's Guide: Tax Savvy Strategies
In this episode, Adam and Jerry talk about COLLECTIBLES. There are special rules governing the tax treatment of collectibles held for investment purposes that you need to know.