BIF Bites

BIF Crew
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  • ÉDUCATION
  • CHAQUE SEMAINE

The BIF Bites podcast covers topics that are important to anyone that wants to better understand the financial services industry.

  1. -1 J

    The EGG Episode (Video)

    Welcome to our first video episode of BIF Bites! This week, Jerry, Kaylee, and Tiffany are celebrating Easterby talking about the EGG rule. Specifically, they’re explaining ISOs and NQSOs, their tax benefits, the EGG rule, and how stock options help businesses attract, retain, and reward employees. BIF Bites is a great way to supplement your studying for the CFP® Exam, but to truly get Exam Ready, check out The BIF Review, our comprehensive CFP® Exam prep course.

    24 min

  2. 23 MARS

    The Real Worth of a Pot of Gold

    In this St. Patrick's Day-themed episode, Jerry and Kaylee discuss the real-world worth of a Leprechaun's pot of gold and how economic policy in Japan has skyrocketed its value!

    34 min

  3. 6 MARS

    Part 2: Questionpalooza March 2026

    Get ready for another round of Questionpalooza with Jerry, Kaylee, and Tiffany! In this episode, we're tackling your toughest questions on tax, retirement, and estate planning to get you prepped for the CFP® Exam. Tune in as we break down complex topics, including the new One Big Beautiful Bill updates. While BIF Bites is a great way to enhance your knowledge, get CFP Exam-ready with The BIF Review - a streamlined review course that walks you through exactly what you need to know!

    38 min

  4. 20 FÉVR.

    Questionpalooza: March 2026

    Jerry, Kaylee, and Tiffany are back with everyone's favorite CFP game show! Test your knowledge of financial aid, stock valuation, and more as the BIF Crew breaks down a new batch of questions with practical insights to help you ace the CFP Exam. Don't just rely on BIF Bites to pass the CFP® Exam! Try the BIF Review free for 30 days, and see how we've helped thousands of candidates pass the exam and earn their marks. https://www.bostonifi.com/cfp/bif-review#bif-demo

    38 min

  5. 6 FÉVR.

    The Superbowl Episode

    Jerry and Kaylee welcome the newest member of the BIF Crew, Tiffany, to the podcast. The trio take on a Superbowl trifecta with three different sports-adjacent CFP® topics, including the time value of money, behavioral finance, and the self-employment tax!

    44 min

  6. 23 JANV.

    Business Inventory Accounting & Valuation

    Jerry and Kaylee are diving into the essential business accounting methods and inventory valuation strategies. They're breaking down cash, accrual, and hybrid accounting methods plus FIFO, LIFO, and so much more, so you'll have a better understanding of how the choices business owners make can impact their profits and taxes. In the BIF Review, you'll learn even more about this and other essential CFP® Exam topics - try it free for 30 days!

    33 min

  7. 9 JANV.

    Financial Advice Vs. Financial Planning

    Jerry and Kaylee sit down to talk about financial advice vs financial planning—how they're different and how to determine which is which. They're also going over some practice questions and case studies from CFP Board to help you test your knowledge. Getting ready for the CFP® Exam? Try The BIF Review free for 30 days to see how we get you ready to pass! https://www.bostonifi.com/cfp/bif-review#bif-demo

    40 min

  8. 12/12/2025

    The Halfway Point

    Kaylee is now at the halfway point of her CFP® journey! She's sitting down with Jerry to talk about how it's going so far with her CFP® Education coursework, including her favorite courses and most difficult topics in the curriculum. Want to start your own CFP® journey? Get started here!

    46 min
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À propos

The BIF Bites podcast covers topics that are important to anyone that wants to better understand the financial services industry.

Informations

  • Création
    BIF Crew
  • Années d’activité
    2019 - 2026
  • Épisodes
    136
  • Classification
    Tous publics
  • Copyright
    © BIF Crew
  • Site web de l’émission
    BIF Bites
  • Fournisseur

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