An Easter BIF Bites: The EGG Rule
On this episode of BIF Bites, Jerry, Kaylee, and Tiffany celebrate Easter by talking about the EGG...
How Much Is a Pot of Gold Worth?
In this St. Patrick's Day-themed episode of BIF Bites, Jerry Mee CFP®, CRC® and Kaylee Benting look...
Questionpalooza: March 2026
Welcome to Questionpalooza: March 2026 edition! Test your knowledge with Jerry, Kaylee, and Tiffany...
BIF Bites: The Superbowl of CFP® Topics
Jerry and Kaylee welcome Tiffany Guy to the BIF Crew in this episode of The BIF Bites podcast. In...
Financial Advice vs Financial Planning
In this episode of BIF Bites, Jerry and Kaylee sit down to talk about the difference between...
The Halfway Point
What happens when an elementary school teacher switches lesson plans for tax plans? In this episode...
Say Goodbye to the Penny
Say goodbye to Mr. Lincoln! The U.S. Treasury is officially pulling the plug on penny production,...
CRAT CRUT GRAT GRUT: Estate Trust Vegetable Soup
If you're hung up on estate trusts, this episode of BIF Bites podcast is for you. Jerry Mee, CFP®...
November 2025 Question-Palooza
In this episode of the BIF Bites podcast, Jerry Mee and Adam Scherer are joined by the newest...
.jpg?width=416&height=278&name=pexels-tima-miroshnichenko-5439137%20(1).jpg)
Viatical Settlements for CFP® Professionals
BIF Instructor Jerry Mee, CFP®, CRC® is devoting this episode of the BIF Bites Podcast to viatical...
CFP® Exam Study Groups
In this episode of BIF Bites, the newest member of the BIF Crew, Kaylee Benting, sits down with...
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...
.jpg?width=416&height=278&name=GettyImages-139533923%20(1).jpg)
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...
July 2025 CFP® Exam Question Roundup
Join Jerry and Adam for this six-part Question Palooza podcast series where they talk about the top...
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...
Predicting the Future: Business Cycles and Economic Indicators
In this episode of BIF Bites, Jerry and Adam sit down to talk about business cycles and economic...
Buy Now, Pay Later, Big Regrets
Buy Now, Pay Later (BNPL) plans are marketed as zero-interest, bite-sized payment options, but BIF...
The Dude Discusses Depreciation in Accounting
What is depreciation in accounting?
Depreciation is the systematic allocation of the cost of a...
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...
The Preliminary Fail & Retaking the CFP® Exam
Another CFP(R) exam cycle has come to a close. Congratulations to those receiving the Preliminary Pass from the BIF Crew! However, approximately 33-40% of exam takers' exam outcomes aren’t the sought-after Preliminary Pass but a Preliminary Fail.
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.
CFP® Questions & Misconceptions: Insurance Planning
Every year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review.
The Room Where It Happens
In this episode of BIF Bites, we're diving into the essential details every Candidate for CFP® Certification needs to know about the Prometric Testing Center.
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.
Who's Afraid of A Little Estate Planning? w/Jennifer Belmont Jennings
Join us for an insightful episode of the BIF Bites Podcast as we dive into estate planning with our NEW BIF/Bryant CFP® Instructor, Jennifer Belmont Jennings, a practicing attorney and CFP® Professional.
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!
THE CFP® Exam Question Breakdown Checklist!
In this episode, Adam shares a valuable resource for candidates preparing for the CFP® Exam.
A Very CFP Wedding
In this week’s episode, Jerry goes over the many financial lessons he learned while planning his recent wedding.
The Great Content Caper
In this thrilling episode of BIF Bites, BIF Crew super-sleuth Adam dives into a gripping case of academic intrigue.
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.
New BIF Content Partner: Financial Psychology Institute!
On this BIF Bites episode Adam welcomes Dr. Charles Chaffin from the Financial Psychology Institute to chat about a new partnership for BIF!
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.
July 2024 CFP Exam Question Palooza!
Jerry and Adam serve up a few last-minute practice reps for July CFP Exam takers with a fresh version of the classic BIF Bites Question Palooza.
CFP® Exam Hot Takes!
This just in: Boston-area meteorologists believe this BIF Bites episode will break all-time heat index records.
Introducing a new BIF Content Partner... fpPathfinder!
We are extremely excited to announce BIF's new partnership with fpPathfinder!
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.
Mike hates IRMAA!
We can't be friends with everyone... Jerry Seinfeld hates Newman... Mike Long hates IRMAA. Listen in to hear why.
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.
The Great Crypto Debate
Jerry views cryptocurrency as the future currency in the global economy and a high-risk/high-reward store of value that, if handled properly, could lead to large portfolio gains.
CFP® Exam Question Palooza (March 2024)
Question palooza is back, this time with double the action and double the fun! Jerry and Adam round out a baker's dozen of CFP exam questions and discuss how they would approach answering each one.
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.
CFP® Questions & Misconceptions: Estate Planning
Every year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & 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.