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. 6일 전

    Spousal Social Security Explained: Rules Every CFP® Candidate Should Know

    Learn the key rules behind spousal Social Security benefits, including current vs. former spouse eligibility, common CFP® exam pitfalls, and planning strategies advisors should know. Explore more with The BIF Review.

  2. 7월 10일

    Think Like a CFP®: Practice Questions & Expert Answers

    Test your CFP® knowledge with expert walkthroughs covering financial planning, insurance, investments, taxes, retirement strategies, and common exam pitfalls. Don't just rely on BIF Bites! Get exam ready with ⁠⁠⁠⁠The BIF Review⁠⁠⁠⁠.

  3. 6월 26일

    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.

  4. 6월 12일

    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.

  5. 5월 28일

    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.

    CFP® Trivia Battle: Jerry vs. Tiffany

  6. 5월 15일

    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.

  7. 5월 1일

    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.

  8. 4월 23일

    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!

모두 보기(144개)

5
최고 5점
105개의 평가

소개

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

정보

  • 제작진
    BIF Crew
  • 방송 연도
    2019년 - 2026년
  • 에피소드
    144
  • 등급
    전체 연령 사용가
  • 저작권
    © BIF Crew
  • 웹사이트 보기
    BIF Bites