BIF Bites

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

  1. 26 juni

    Life, Liberty, and the Pursuit of Coverage

    Celebrate the Fourth of July with a fun look at insurance planning. From fireworks mishaps to homeowners, auto, liability, and umbrella coverage, learn how different policies help protect you when celebrations don't go as planned. Don't just rely on BIF Bites! Get exam ready with ⁠⁠⁠The BIF Review⁠⁠⁠.

    32 min

  2. 12 juni

    CFP® Trivia Showdown: Tiffany vs. Jerry Round 2

    Tiffany and Jerry return for Round 2 of CFP® Trivia Showdown. From bankruptcy chapters and Social Security rules to retirement planning and estate strategies, expect competition, laughs, and plenty of CFP® exam insights. Don't just rely on BIF Bites! Get exam ready with ⁠⁠The BIF Review⁠⁠.

    36 min
  3. CFP® Trivia Battle: Jerry vs. Tiffany

    28 maj

    CFP® Trivia Battle: Jerry vs. Tiffany

    Think you can outscore Jerry and Tiffany? Join this CFP® exam trivia showdown covering tax, retirement, insurance, investments, and estate planning. Play along, test yourself, and claim bragging rights. Don't just rely on BIF Bites! Get exam ready with ⁠The BIF Review⁠.

    29 min

  4. 15 maj

    Memory Tips and Mnemonic Tricks

    In this episode, Jerry, Tiffany, and Kaylee share memorization tools like mnemonics and acronyms to help you remember tricky topics for the CFP® Exam. Don't just rely on BIF Bites! Get exam ready with The BIF Review.

    23 min

  5. 1 maj

    Ethics, Standards, and Procedural Rules (It's More Exciting Than You Think!)

    Jerry, Kaylee, and Tiffany are talking about CFP Board's Code of Ethics and Practice Standards. They're diving into the seven steps of the financial planning process, common exam pitfalls and traps, and what may happen if you break the rules (spoiler: it's not good). BIF Bites is a great way to reinforce your knowledge and get some more practical insights into concepts! But to get CFP® Exam ready, check out The BIF Review and see how we've helped thousands of candidates pass their exams and earn their marks.

    38 min

  6. 23 apr.

    The Tax Day Episode

    On this episode, dive into One Big Beautiful Bill updates with Jerry, Kaylee, and Tiffany. Learn about the $40,000 SALT deduction, new charitable and medical rules, and avoiding failure-to-file penalties. This is absolutely essential listening for both tax planning and CFP® Exam prep. Speaking of CFP® Exam prep, check out The BIF Review! Our eight-week CFP® review course will get you exam ready with concept videos, textbooks, question breakdowns, question banks, and so much more!

    38 min

  7. 3 apr.

    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

  8. 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
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Om

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

Information

  • Skapad av
    BIF Crew
  • Aktiva år
    2019 - 2026
  • Avsnitt
    142
  • Åldersgräns
    Barnvänligt
  • Copyright
    © BIF Crew
  • Programmets webbplats
    BIF Bites
  • Leverantör

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