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. ٣ أبريل

    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.

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  2. ٢٣ مارس

    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!

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  3. ٦ مارس

    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!

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  4. ٢٠ فبراير

    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

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  5. ٦ فبراير

    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!

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  6. ٢٣ يناير

    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!

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  7. ٩ يناير

    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

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  8. ١٢‏/١٢‏/٢٠٢٥

    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!

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

المعلومات

  • صناع العمل
    BIF Crew
  • سنوات النشاط
    ٢٠١٩ - ٢٠٢٦
  • الحلقات
    ١٣٦
  • التقييم
    ملائم
  • حقوق النشر
    © BIF Crew
  • موقع البرنامج على الويب
    BIF Bites

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