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. há 5 h

    Labor of Love: Finding the Perfect Retirement Plan Match

    Join Tiffany and Kaylee this week as they turn retirement planning into a dating game! They introduce a self-employed entrepreneur to different retirement plans, helping her find her perfect match between SEP IRA, Solo 401(k), and other options while exploring how each plan balances contributions, taxes, and administrative complexity.

  2. 21 de ago.

    Back to School with the BIF Crew

    Back-to-school season means education planning. The BIF team breaks down 529 plans, Coverdell ESAs, UGMAs/UTMAs, tax strategies, and the education funding calculations CFP® candidates need to know. Download our free CFP® Exam Guide for a closer look at the exam structure, study timeline, key topics, and what to expect as you prepare for exam day.

  3. 7 de ago.

    Estate Planning Fact or Fiction?

    Estate planning fact or fiction? The BIF crew puts common myths to the test, breaking down trusts, powers of attorney, estate taxes, and CFP® exam traps along the way.

  4. 24 de jul.

    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.

  5. 10 de jul.

    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.

  6. 26 de jun.

    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.

  7. 12 de jun.

    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.

  8. 28 de mai.

    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
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Sobre

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

Informações

  • Criado por
    BIF Crew
  • Anos de atividade
    2019 - 2026
  • Episódios
    147
  • Classificação
    Livre
  • Copyright
    © BIF Crew
  • Site do podcast
    BIF Bites

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