All Resources
Tagged as

Podcast

The Preliminary Fail & Retaking the CFP® Exam
Podcast March 28, 2025

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.
Listen Now
Home Is Where The Heart Is
Podcast March 26, 2025

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.
Listen Now
CFP® Questions & Misconceptions: Insurance Planning
Podcast March 21, 2025

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.
Listen Now
The Room Where It Happens
Podcast January 31, 2025

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.
Listen Now
How to Insure the Uninsurable
Podcast January 17, 2025

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.
Listen Now
Riffing on Tariffs!
Podcast December 06, 2024

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.
Listen Now
Who's Afraid of A Little Estate Planning? w/Jennifer Belmont Jennings
Podcast December 05, 2024

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.
Listen Now
Episode 100! Question Palooza (November 2024)
Podcast December 05, 2024

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!
Listen Now
Financial Calculator FAQ
Podcast October 25, 2024

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!
Listen Now
THE CFP® Exam Question Breakdown Checklist!
Podcast October 11, 2024

THE CFP® Exam Question Breakdown Checklist!

In this episode, Adam shares a valuable resource for candidates preparing for the CFP® Exam.
Listen Now
A Very CFP Wedding
Podcast September 27, 2024

A Very CFP Wedding

In this week’s episode, Jerry goes over the many financial lessons he learned while planning his recent wedding.
Listen Now
The Great Content Caper
Podcast September 13, 2024

The Great Content Caper

In this thrilling episode of BIF Bites, BIF Crew super-sleuth Adam dives into a gripping case of academic intrigue.
Listen Now
The BIF Crew Dissects 1983's Trading Places
Podcast August 30, 2024

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.
Listen Now
New BIF Content Partner: Financial Psychology Institute!
Podcast August 16, 2024

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!
Listen Now
CFP Board's Most Wanted.
Podcast August 02, 2024

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).
Listen Now
It is Christmas In July!
Podcast July 19, 2024

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.
Listen Now
July 2024 CFP Exam Question Palooza!
Podcast July 05, 2024

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.
Listen Now
CFP® Exam Hot Takes!
Podcast June 21, 2024

CFP® Exam Hot Takes!

This just in: Boston-area meteorologists believe this BIF Bites episode will break all-time heat index records.
Listen Now
Introducing a new BIF Content Partner... fpPathfinder!
Podcast June 07, 2024

Introducing a new BIF Content Partner... fpPathfinder!

We are extremely excited to announce BIF's new partnership with fpPathfinder!
Listen Now
When Can Super Mario Retire?
Podcast May 24, 2024

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.
Listen Now
Mike hates IRMAA!
Podcast May 13, 2024

Mike hates IRMAA!

We can't be friends with everyone... Jerry Seinfeld hates Newman... Mike Long hates IRMAA. Listen in to hear why.
Listen Now
Currency Exchanges: A Financial Travelogue
Podcast April 26, 2024

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.
Listen Now
What to Do If You Win the Lottery?
Podcast April 05, 2024

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.
Listen Now
The Great Crypto Debate
Podcast March 22, 2024

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.
Listen Now
CFP® Exam Question Palooza (March 2024)
Podcast March 08, 2024

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.
Listen Now
CFP® Questions & Misconceptions: Financial Calculator
Podcast February 23, 2024

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.
Listen Now
Young vs. Experienced: The 2 Types of CFP Students
Podcast February 09, 2024

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.
Listen Now
CFP® Questions & Misconceptions: General Principles
Podcast January 27, 2024

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.
Listen Now
CFP® Questions & Misconceptions: Estate Planning
Podcast January 02, 2024

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.
Listen Now
The Collector's Guide: Tax Savvy Strategies
Podcast December 15, 2023

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.
Listen Now
BIF BITES

Don't Miss Our New BIF Resources & Podcasts

Get notified about our latest BIF Bites podcast, new blog posts, and more.

Fill out this form and you’re good to go!