Join Jerry and Adam for this six-part Question Palooza podcast series where they talk about the top topics of the July 2025 CFP® Exam.
CFP® Exam Question Topic #1: General Principal
Jerry and Adam kick off Question Palooza to talk about the types of questions encountered under the General Principal topic.
CFP® Exam Question Topic #2: Insurance Planning
Jerry and Adam keep the conversation going to talk about what is and what's not covered related to homeowners' insurance.
CFP® Exam Question Topic #3: Investment Planning
Dive into investments with Jerry and Adam and learn about what makes a suitable portfolio asset mix for a client looking for inflation protection.
CFP® Exam Question Topic #4: Tax Planning
Jerry and Adam dive into the deep end of taxation of ISO's and touch on the tricky question writing style of the CFP Board.
CFP® Exam Question Topic #5: Retirement Planning
In this podcast episode, Jerry and Adam tackle ESPP and how the different aspects of this retirement benefit are taxed.
CFP® Exam Question Topic #6: Estate Planning
We finish Question Palooza with Jerry and Adam tackling the best way to gift a family business as part of an estate plan .
Get Ready for the CFP® Exam with The BIF Review
While BIF Bites Podcasts are a great way to get more insights and details, The BIF Review goes into a lot more detail on everything you'll need to know for the CFP® Exam.
