85 episodes

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

BIF Bites The Boston Institute of Finance

    • Education

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

    What to Do If You Win the Lottery?

    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.

    • 28 min
    The Great Crypto Debate

    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.

    In Adam’s mind, cryptocurrency is like the screaming parent at Little League field: volatile and unpredictable, with behavior that cannot be explained logically.

    Listen in as these BIF guys square off in ‘The Great Crypto Debate’.

    • 57 min
    CFP Exam Question Palooza

    CFP Exam Question Palooza

    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.

    • 55 min
    CFP® Questions & Misconceptions: Financial Calculator

    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. Our “CFP® Questions & Misconceptions” mini-series is a place to share and talk through those questions.

    Jerry takes the reins solo in this episode as he covers three of the most common mistakes students make with their financial calculators.

    • 23 min
    Young vs. Experienced: The 2 Types of CFP Students

    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. See what new to the industry students can do to get a leg up, and learn how having too much experience can be a double-edged sword.

    • 51 min
    CFP® Questions & Misconceptions: General Principles

    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. Our “CFP® Questions & Misconceptions” mini-series is a place to share and talk through those questions.

    Jerry is tackling General Principles today. Enjoy!

    • 19 min

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