November 2025 Question-Palooza

In this episode of the BIF Bites podcast, Jerry Mee and Adam Scherer are joined by the newest member of the BIF Crew, Kaylee Benton for Question-Palooza. This is an ongoing series held before each CFP® Exam testing window to help you with your last-minute prep and get answers to our trickiest listener questions. From tax-timing quirks and retirement-rule changes to behavioral finance traps, Adam, Jerry, and Kaylee are breaking down what you need to know and what you can skip in the final stretch to exam day. 

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If you're ready to start studying for the CFP® Exam, The BIF Review offers a clear, concise curriculum taught by subject matter experts in an 8-week course. Try it free for 30 days to see exactly how we make sure you're exam ready! 

 

 

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