87 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
    • 4.9 • 69 Ratings

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

    Mike hates IRMAA!

    Mike hates IRMAA!

    We can't be friends with everyone... Jerry Seinfeld hates Newman... Mike Long hates IRMAA. Listen in to hear why.

    • 14 min
    Currency Exchanges: A Financial Travelogue

    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. Jerry shares tutoring-tested strategies to simplify exchange rate calculations. Adam recounts how an Icelandic ATM machine helped his kids understand currency exchanges!

    • 43 min
    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

Customer Reviews

4.9 out of 5
69 Ratings

69 Ratings

Coop722 ,

Thank you for the help!

Just walked out of my CFP test and passed! I greatly appreciate your podcast and discovered it about 3 months ago in my preparation. While I did not do your review plan there were areas in the podcast that led me to my “ah-ha” moment and some great tricks to help remember certain concepts. Moving forward I will recommend this podcast as well as y’all’s review program to anyone I know interested in obtaining the CFP marks.

Champ1551 ,

Great Resource

Wish I would have found this podcast earlier in my CFP studying journey. Please keep the content coming!

Georgetown Amsterdam ,

Instant Motivation

Studying for the CFP exam is hard work. This podcast has presented challenging topics in a such a practical way that has helped me to finally “get it.” It’s also instant motivation when I need to study. I listen to an episode before my study time to get the juices going and also a few laughs. Thank you for this content! Podcast on my friends!

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