Hosted by BIF Crew · 🇺🇸 US · EN-US · 137 episodes
Established thought leaders with verified media credentials.
The BIF Bites podcast covers topics that are important to anyone that wants to better understand the financial services industry.
BIF Crew hosts BIF Bites, a education show with 137 episodes published.
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 a
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.
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 o
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 .
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 i
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 absolut
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 rul
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!
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 i
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
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 f
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'
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
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 th
The U.S. Treasury is officially ending production of the penny, and our sweet, sweet Mr. Lincoln coin is sailing off into the sunset. In this episode, hosts Jerry and Kaylee discuss the economic and cultural ripple effec
Understanding estate trust options can feel like wading through alphabet soup—what do all the letters mean and how do you keep them straight? Don't worry! Jerry Mee, CFP® is ladling out his knowledge, including the easie
It's that time of year again! Jerry and Adam are joined by Kaylee, the newest member of the BIF Crew as they dive into a fresh set of exam questions to help you get ready for the November 2025 CFP® Exam. Ready to turn to
This week, Jerry sits down to talk all about viatical settlements, how to qualify for them, what the transfer for value is and why you need to know about them for the CFP® Exam. Get more structured, effective prep for th
In this episode of BIF Bites, Kaylee makes her debut as the newest BIF Crew member, sharing best practices for CFP® Exam study groups. Learn about her multi-group strategy that combines 1:1 partnerships, small virtual gr
In this episode, Jerry lays out a clear, practical game plan for what to do after a life-changing financial windfall. Whether you've hit the jackpot yourself or you're advising a client who has, let's walk through the es
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BIF Bites is hosted by BIF Crew. The show is categorised under education and has published 137 episodes.
BIF Bites has published 137 episodes.
BIF Bites regularly covers education. It sits in the education category.
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Episodes of BIF Bites average 33 minutes. a focused format where a clear narrative arc and tight preparation matter most.
Our data rates BIF Bites's guest bar at 80/100 (Premium tier). Established thought leaders with verified media credentials. Sign in to PitchCentric to see how your own Pod Score compares against this show.
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