Shows
BIF BitesThe Superbowl EpisodeJerry 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!
2026-02-0644 minBIF BitesBusiness Inventory Accounting & ValuationJerry 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!
2026-01-2333 minBIF BitesFinancial Advice Vs. Financial PlanningJerry 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
2026-01-0939 minBIF BitesPenny for Your ThoughtsThe 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 effects of this decision. What does this mean for cash transactions, the 99-cent store, and the future of physical currency in an increasingly digital world? Join us as we break down the cents and sensibility of a world without the one-cent coin. You won't want to miss our two cents on the topic.Want to learn more about...
2025-11-2822 minBIF BitesCRAT CRUT GRAT GRUT SOUPUnderstanding 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 easiest way to remember each estate trust acronym, what these trusts do, and how to keep them straight for exam day.Get ready to pass the exam with The BIF Review! Our 8-week CFP® Exam prep course covers everything you need to know (and we have a lot of fun doing it). Try The BIF Review FREE for...
2025-11-1309 minBIF BitesQuestion Palooza (November 2025 CFP Exam)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 today’s insights into an organized study plan? Check out The BIF Review! It's our streamlined, eight-week CFP® Exam prep course that gets you ready to pass the exam while keeping you out of the weeds. Try it free for 30 days!
2025-11-0659 minBIF BitesAll About ViaticalsThis 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 the CFP® Exam with The BIF Review. In eight weeks, you'll get the resources, materials, and support you need to pass the exam and earn your marks. Learn more about The BIF Review and try it free!
2025-10-1014 minBIF BitesCFP® Exam Study Groups: Get By With a Little Help From Your FriendsIn 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 groups, and larger practice sessions. Plus, she's sharing tips on making the most of group studying through time management and how to leverage diverse professional backgrounds and maximize learning through active participation. Kaylee also contrasts different study approaches and wraps up with practical advice for forming effective groups, whether virtual or in-person, along with a challenge for listeners to apply these s...
2025-09-2638 minBIF BitesHobby Lobby Tax ScandalIn this episode of the BIF Bites podcast, Jerry dives into the Hobby Lobby Scandal from 2010 and how we can use it for an important lesson for the CFP exam. Ready to turn today’s insights into an organized study plan? Check out The BIF Review! It's our streamlined, eight-week CFP® Exam prep course that gets you ready to pass the exam while keeping you out of the weeds. Try it free for 30 days!
2025-08-2213 minBIF BitesPeace, Love, & Crummey PowersIt was the 1960s—bellbottoms, Beatles, and flower power ruled the day while America's youth challenged authority at every turn. But while Jimi Hendrix was setting guitars ablaze, California businessman Clifford D. Crummey was quietly funding his family's life insurance trust with annual Christmas gifts—until the IRS claimed those gifts didn't qualify for tax exclusion. Embodying the rebellious spirit of his times, Crummey fought back and won a 1968 court battle that revolutionized wealth transfer forever. Today, "Crummey Powers" help sophisticated families move millions tax-free through dynasty trusts, proving that sometimes the most powerful estate planning tools come from the...
2025-08-0810 minBIF BitesYou Passed Your CFP(r) Exam... What Comes Next?In this week's BIF Bites episode, Jerry and Adam sit down to discuss life after passing the CFP(r) Exam.
2025-07-2545 minBIF BitesQuestion Palooza - Estate Planning (July 2025 Exam)In the final instalment of this Question Palooza series, Jerry and Adam tackle the best way to gift a family business as part of an estate plan. Ready to turn today’s insights into an organized study plan? Check out The BIF Review! It's our streamlined, eight-week CFP® Exam prep course that gets you ready to pass the exam while keeping you out of the weeds. Try it free for 30 days!
2025-07-0919 minBIF BitesBusiness CyclesIn this episode of BIF Bites, Jerry and Adam dive into the fascinating world of business cycles and economic indicators. They explore the four phases of the business cycle and discuss how these cycles impact the economy. The crew also breaks down the different types of economic indicators, focusing on leading and lagging indicators. Discover how metrics like new building permits and stock prices serve as early signals of economic shifts, while indicators such as unemployment duration and the consumer price index confirm trends after the fact.Tune in to gain a deeper understanding of...
2025-06-0644 minBIF BitesYa Down With ESG?In this BIF Bites episode, Adam is joined by Jenny Coombs, Director of Content & Development at US SIF, to discuss the basics of ESG investing, its history, and its importance in sustainable investing strategies. They explore the long-term benefits of ESG investments, the power of collective action, and the role of endowments in sustainable investing. The conversation also covered upcoming events related to sustainable investing, including the US SIF Forum and an Advisor Day event.So the next time someone asks, "ya down with ESG?" You'll answer with a resounding ..."yeah, you know me!"US...
2025-05-0941 minBIF BitesFully Depreciated Dude.In this episode, Adam channels 'The Dude' from The Big Lebowski to explain the complex subject of depreciation in business accounting. He explains its purpose and discusses two main methods: straight-line depreciation and the Modified Accelerated Cost Recovery System (MACRS).Adam also introduces the Half-Year Convention, providing examples of common useful lives for various assets. To wrap it up, he shares a personal experience with rental property depreciation, highlighting why understanding these concepts is crucial for financial planners and their clients.The BIF Crew Abides.
2025-04-2520 minBIF BitesThe Preliminary Fail & Retaking the CFP(r) ExamAnother CFP(R) exam cycle hascome to a close. Congratulations to those receiving the Preliminary Pass fromthe BIF Crew! For the passing group, it's a time for celebration, relief, andplanning of next steps, both professionally and personally. However,approximately 33-40% of exam takers' exam outcomes aren’t the sought-afterPreliminary Pass but a Preliminary Fail. In the BIF Review, we offerspecialized support for candidates preparing to retake the CFPCertification exam through exclusive webinar sessions. These sessions featurepanel discussions with retakers who succeeded after their initial attempt(s)and webinars on exam strategies, mental preparedness, anxiety management, and...
2025-03-2839 minBIF BitesBIF Bites Question Palooza (9th Edition)The Bif crew is back with their most popular segment -Question Palooza!
2025-03-1438 minBIF BitesThe Room Where It HappensIn this episode of BIF Bites, we're diving into the essential details every Candidate for CFP® Certification needs to know about the Prometric Testing Center. Join Adam as he takes you into "The Room Where It Happens," where your journey to success is just one click away!
After clearing a proctor-delivered security check, listen in to discover the ins and outs of the testing process, from the minute you launch the exam, to the moment you receive your Preliminary PASS. We'll cover tips on what to bring, how to prepare, and what to expect o...
2025-01-3133 minBIF Bites2024 - A Year of Giant Steps & Success!In this episode, we reflect on the incredible achievements and milestones BIF reached in 2024. This year was marked by significant growth, innovation, and success!
Key Highlights:
Expansion and Innovation: BIF expanded its reach, introducing many new students into our CFP education and
CFP exam prep course, the BIF Review!
Educational Initiatives: Our commitment to education was stronger than ever. We rolled out a new video-based financial calculator course, delivered by Jerry Mee! Additionally, we introduced 23 full-ride scholarship recipients into the Bryant/BIF CFP education course through a collaboration with Measure Twice Planners and...
2024-12-2114 minBIF BitesRiffing on Tariffs!In this week's episode, Jerry goes through a breakdown of Tariffs. What they are, their history, and an unbiased breakdown of their pros and cons.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.
2024-12-0620 minBIF BitesWho's Afraid of A Little Estate Planning? w/Jennifer Belmont JenningsJoin us for an insightful episode of the BIF Bites Podcast as we dive into estate planning with our NEW BIF/Bryant CFP® Instructor, Jennifer Belmont Jennings, a practicing attorney and CFP® Professional. Estate planning might sound daunting, but Jennifer breaks it down into simple, understandable best practices. Whether your clients are starting or are looking to refine their existing estate plans, this episode is packed with practical advice and tips.
Tune in to take the fear out of estate planning in practice and on exam day!
Be sure to connect with Jennifer on LinkedIn: ht...
2024-11-1533 minBIF BitesEpisode 100! Question Palooza (November 2024)Jerry and Adam celebrate the 100th BIF Bites Podcast episode (woohoo!!) with everyone’s favorite segment...
The BIF Bites CFP® Exam Question Palooza!
2024-11-0150 min
BIF BitesThe Great Content CaperIn this thrilling episode of BIF Bites, BIF Crew super-sleuth Adam dives into a gripping case of academic intrigue. Recounting a dramatic short scenario in which a rogue educator cunningly infiltrated the BIF Review, Adam leverages the CFP Board's Code of Ethics and Standards of Conduct to unravel the mystery and identify the most likely violations. Get your pipe and tweed jacket (with padded elbows), and join us for some CFP detective work!
Please Note: Adam references CFP Board Case #23036, however, the correct Case ID is #23337 which can be viewed here: https://www.cfp.net/-/media/case-histories/case-document/ach_23337...
2024-09-1341 min
BIF BitesThe BIF Crew Dissects 1983's Trading PlacesJerry goes back to the movies this week to explore the 1983 comedy classic Trading Places. What can CFP candidates and professionals learn from Eddie Murphy and Dan Aykroyd? Listen in to find out!
2024-08-2920 min
BIF BitesNew BIF Content Partner: Financial Psychology Institute!On this BIF Bites episode Adam welcomes Dr. Charles Chaffin from the Financial Psychology Institute to chat about a new partnership for BIF!
The Financial Psychology Institute provides professional coaching and educational services in the fields of financial psychology and financial planning to financial professionals, therapists, and coaches.
For more information, visit psychologyoffinancialplanning.com.
2024-08-1619 min
Welcome To The MusicInside the Music with Bif Naked: "Jim," Tours, and AdvocacyIn this engaging episode, Karim Kanji sits down with the iconic Bif Naked to explore the deep and personal inspiration behind her song "Jim," which delves into themes of heartbreak and personal betrayal. Bif opens up about her recent live performances, upcoming tour plans, and the journey of releasing her latest album.Bif also shares her passion for animal welfare and health-related charities, including her personal experiences with breast cancer. She offers insightful advice for those interested in social justice and activism. Bif reflects on her honorary doctorates, the influence of her father on her educational...
2024-07-2934 min
BIF BitesJuly 2024 CFP Exam Question Palooza!Jerry and Adam serve up a few last-minute practice reps for July Exam takers with a fresh version of the classic BIF Bites Question Palooza. The guys work through 6 questions. Listen in to hear how they break down each question body and then work through each answer stem.
2024-07-0546 min
BIF BitesCFP® Exam Hot Takes!This just in: Boston-area meteorologists believe this BIF Bites episode will break all-time heat index records. Listen up as Adam delivers five sizzling-hot CFP® Exam takes that will guide your homestretch studies and keep it 100% as you head towards your Exam. Crank your AC and your volume up to the MAX!
2024-06-2128 min
BIF BitesIntroducing a new BIF Content Partner... fpPathfinder!On today's BIF Bites episode Adam welcomes on fpPathfinder's co-founder Michael Lecours, CFP® to chat about a new partnership between BIF and fpPathfinder. Listen in to learn why we believe this partnership will greatly benefit BIF's students.
2024-06-0742 min
BIF BitesCurrency Exchanges: A Financial TravelogueIn 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!
2024-04-2643 min
BIF BitesThe Great Crypto DebateJerry 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’.
2024-03-2257 min
BIF BitesCFP® Questions & Misconceptions: Financial CalculatorEvery 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.
2024-02-2323 min
Doctor Vs ComedianBest of DvsC: Interview with Bif NakedFor the next few weeks, the guys will be re-airing some of their favourite episodes from our archives. Today on a very special episode, the guys we will be interview the trailblazing Canadian Music Icon Bif Naked. They start off by discussing Bif’s somewhat surprising connection to South Asia. Then then chat about Bif’s book from 2016 “I Bificius” and the challenges of opening yourself up in a memoir. Asif then asks Bif about her long standing fascination with medicine. Bif describes her lifelong interest in the field of medicine. Bif and the guys touch on h...
2024-02-2343 min
BIF BitesCFP® Questions & Misconceptions: General PrinciplesEvery 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 is tackling General Principles today. Enjoy!
2024-01-2719 min
BIF BitesCFP® Questions & Misconceptions: Insurance PlanningEvery 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.
Mike Long flies solo in this episode as he navigates some common misconceptions our students experience in the 3 major insurance topics.
2024-01-0515 min
BIF BitesCFP® Questions & Misconceptions: Estate PlanningEvery 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.
Today Adam wraps up 2023 with a few common misconceptions from Estate Planning.
2023-12-2217 min
BIF BitesThe Collector's Guide: Tax Savvy StrategiesIn this episode, Adam and Jerry talk about COLLECTIBLES. There are special rules governing the tax treatment of collectibles held for investment purposes that you need to know. Also, there are special considerations for protecting your collectible investments by way of insurance coverage. All of this and more are covered!
Look out Comi-Con, here comes the BIF Crew!
2023-12-1555 min
BIF BitesCFP® Questions & Misconceptions: Retirement PlanningEvery year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review. In our newest BIF Bites podcast mini-series “CFP® Questions & Misconceptions” we’ll share these FAQs, plus, the concepts that are most likely to cause confusion.
This week, Mike shared some common misconceptions in Retirement Planning that he noted during the recently concluded November 2023 CFP Exam.
Listen in for CFP® enlightenment.
2023-12-0819 min
BIF BitesCFP® Questions & Misconceptions: Investment PlanningEvery year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review. In our newest BIF Bites podcast mini-series “CFP® Questions & Misconceptions” we’ll share these FAQs, plus, the concepts that are most likely to cause confusion.
Jerry continues the solo series this week covering the biggest misunderstandings students run across in the Investment Planning coursework.
Listen in for CFP® enlightenment.
2023-11-2422 min
BIF BitesCFP® Questions & Misconceptions: Tax PlanningEvery year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review. In our newest BIF Bites podcast mini-series “CFP® Questions & Misconceptions” we’ll share these FAQs, plus, the concepts that are most likely to cause confusion.
This week, Adam delivers some tax fact-checks! He covers AGI v. taxable income, capital gains & tax rates, MAGI, business deductions, and HSA tax benefits.
Listen in for CFP® enlightenment.
2023-11-1724 min
BIF BitesCFP® Exam Retaker’s GuideMike, Jerry, and Adam recorded this important roundtable discussion to support all who fell short of the ‘Preliminary Pass’ on their recent CFP® exam.
The BIF Crew shares common retaker pitfalls, best practices, strategies for interpreting results, and the importance of self-reflection before diving into another CFP® exam cycle.
“What is delayed is not denied.” – Dawn Staley
2023-11-1045 min
BIF BitesCFP Snake Draft - Estate PlanningIt's the final round of our inaugural BIF Bites CFP Snake Draft. A champion will be crowned soon. To cast your vote please head over to BIFBites.com and let us know who drafted the best overall squad!
2023-10-2746 min
BIF BitesExam Edition: Question Palooza 3.0!Here it is... the one... the only... The BIF Bites QUESTION PALOOZA!
2023-10-2041 min
BIF BitesCFP Snake Draft - Retirement PlanningEvery single one of BIF's Monte Carlo simulation machines crashed when we fed them the data from our most recent CFP Snake Draft round. Here are the highlights...
• Adam’s bold first pick earns him the awful nickname “Vanilla ISO”
• Jerry shocks the crew with a sneaky move-up in the draft order
• Mike reminds us that ‘eligible designated beneficiary’ is not a status on your dating app
Listen in and enjoy!
2023-10-1349 min
BIF BitesThe Three Wise CFP® WarriorsEach CFP® Exam cycle Adam invites back former BIF Review students to share their own personal study experiences with the current group of BIF Review students that are actively preparing for the next upcoming Exam. We've decided to release a few of these recent conversations here as a BIF Bites podcast episode so that the broader CFP® community can listen in and benefit.
Amy Thorsen, CFP®, Jackie Cummings Koski, CFP®, MSPFP, AFC®, and Jeremy Pichette each serve up their own Top 3 Study Strategies list. The importance of a data-driven approach, how to use audio as a passive study supplement, and why o...
2023-10-0633 min
BIF BitesCFP Snake Draft - Tax PlanningThis week The BIF Crew continues their snake daft of the CFP topics, tackling Adam's main wheelhouse of Tax.
2023-09-1542 min
BIF BitesCFP Snake Draft - Insurance PlanningIt's draft week! Who gets the best sleeper pick? Which BIF Crew member needs a Draft Pick Insurance Policy? Listen in to find out. Round 2 starts now. Enjoy!
2023-08-1141 min
BIF BitesExam Edition: Question Palooza 2.0 Disco Fever!Jerry and Adam give some last-minute help to the July test takers with this new iteration of a BIF Bites classic. The guys break down 6 questions, one from each of the main sections of the CFP curriculum and talk about how they would answer them on the CFP exam.
2023-07-0734 min
BIF BitesAn oldie but a goodie: Our conversation with CFP® Board's John LoperThis week we revisit an early BIF Bites episode that feels particularly relevant again with the July Exam looming ahead on the horizon. We hope you enjoy!
2023-06-301h 02
BIF BitesBattle Royale: Adam & Jerry vs. ChatGPTThe BIF Crew put ChatGPT to the test with tough questions:
“Can you pass the CFP® exam?”
“Do you plan on taking financial professional’s jobs?”
“Which risk-adjusted performance measurement should be used when the Beta statistic is unreliable?”
“Are you related to HAL 2000?”
Tune in for a ‘no holds barred’ CFP v. AI BATTLE ROYALE!
2023-05-1242 min
BIF BitesGene's Path to CFP Exam SuccessIn this episode, Jerry sits down with BIF grad Gene Witt to discuss his recent success on the CFP Exam. They cover the process of requesting additional accommodations from CFP Board as well as study tips and tricks for students with a wide range of learning disabilities.
2023-04-0333 min
BIF BitesCorralling Squirrels w/ Cody Garrett + A New Scholarship for BIF/Bryant CFP Education!Adam sits down with Cody Garrett to discuss the often over-looked, but truly critical information gathering stage of the financial planning process. Cody's a big believer in the power of "genuine" curiosity. We explain how a well-informed question has the power to strengthen your relationship with a new client.
Very Exciting News: Measure Twice Planners and The Boston Institute of Finance have created a new scholarship opportunity for BIF/Bryant CFP Education!
Learn more and apply: measuretwiceplanners.com/scholarships
2022-11-2354 min
BIF BitesInflation Adjusted Tax Numbers You Need to KnowIn this episode of BIF Bites, Adam and Jerry sit down to chat about the annual inflation adjustments to the IRS tax code. How these changes impact clients and the important discussions to have with them is covered. Find out what numbers are going up and what numbers are staying the same, and most importantly what that means for the CFP exam.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general. Visit BIFBites.com for more.
2022-11-2139 minDoctor Vs ComedianEpisode 87: Interview with Bif NakedToday on a very special episode, the guys interview the trailblazing Canadian Music Icon Bif Naked. They start off by discussing Bif’s somewhat surprising connection to South Asia. Then then chat about Bif’s book from 2016 “I Bificius” and the challenges of opening yourself up in a memoir. Asif then asks Bif about her long standing fascination with medicine. Bif describes her lifelong interest in the field of medicine. Bif and the guys touch on her diagnosis of breast cancer and how that has informed her volunteer work as a death doula. Bif discusses her philanthropy, activism and how she...
2022-10-2843 min
BIF BitesCareer Cha-Cha-CHANGERS w/ Dominique Henderson, CFP®Jerry and Adam welcome a new friend! Dominique Henderson, CFP® of Jumpstart Coaching Lab and DHJ Capital Management fame joins the guys to discuss how he supports future financial planning practitioners. We cover the uptick in financial services career changers and explore the essential skills required to build a great career in this industry. The guys also talk about when and how CFP® Education and Exam Prep fit into the career changer’s journey.
Dominique is a husband, father, and thought leader in the financial services industry. His personal mission statement is: R.E.A.L. financial advice has the abil...
2022-10-201h 09
Cross Border InterviewsEpisode 417 - Bif Nakedhe incomparable Queen of Punk’s latest release, “Rollerdome” released this month, is an infectiously raucous anthem in waiting.
She’s headlining Calgary’s The Rec Room on August 11.
Bif Naked is also going before the cameras in a new documentary on her life and career from the co-director of “The Corporation,” for “Bif Naked: One of a Kind,” which will air on Super Channel as part of its original selections in early 2024.
Bif Naked embodies the phrase “lived to tell the tale” and makes for a fascinating interview: orphaned, empowered, and inspired are just some of the reasons… Read below to see why Bif Nak...
2022-08-0926 min
Brothers in Farms PodcastBIF Podcast - Breeders Spotlight Series #8 - HLWelcome to the Brothers in Farms podcast. We're continuing our Breeder Series, and in this episode we're circling back to one of our veteran breeders and moderators in BIF - HL - talking about his current projects, his approach and advise on breeding and how he stress tests his strains. There's a plethora of knowledge in this episode.Brothers in Farms is a breeding and growing community with people from all over the world, in pursuit of creating the dankest cannabis genetics possible, and establishing friendships across borders.This podcast will interview the breeders and me...
2022-04-1150 min
BIF BitesIntroducing The BIF Review.The BIF Bites Podcast team has been quiet for a bit. We've been hard at work in the lab creating something that we are very proud of. It's finally time to share our exciting news!
2022-04-0927 min
BIF BitesMarch 2022 Exam Episode (3/3)Adam sits down with Brendan for our final March 2022 Exam episode.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general. Visit BIFBites.com for more.
2022-03-0818 min
BIF BitesMarch 2022 Exam Episode (2/3)Adam and Jerry put on their "dad" hats and give practical advice for Exam Day success. Enjoy!
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general. Visit BIFBites.com for more.
2022-03-0828 minBrothers in Farms PodcastBIF Podcast - Breeders Spotlight Series #7 - FrostywookieWelcome to the Brothers in Farms podcast. Our host, ICARUS - and in this episode also KT and her dog, is continuing the breeder series, and in this episode we're talking to one of the new breeders in BIF, Froostywookie, about his current projects and his approach to breeding and stress testing his strains. Brothers in Farms is a breeding and growing community with people from all over the world, in pursuit of creating the dankest cannabis genetics possible, and establishing friendships across borders.This podcast will interview the breeders and members, focus on strains and...
2022-03-0637 min
BIF BitesMarch 2022 Exam Episode (1/3)Adam talks about question difficulty levels and the importance of making your layups. Then he breaks down 3 questions that range in difficulty from very straightforward to very difficult. Best of luck on your Exam!
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general. Visit BIFBites.com for more.
2022-03-0418 minBrothers in Farms PodcastBIF Podcast - Breeders Spotlight Series #6 - BazWelcome to the Brothers in Farms podcast. Our host, ICARUS, is continuing the breeder series, and in this episode we're circling back to Baz to hear more about his latest breeding projects Questionable Grape and Devil's Double.Brothers in Farms is a breeding and growing community with people from all over the world, in pursuit of creating the dankest cannabis genetics possible, and establishing friendships across borders.This podcast will interview the breeders and members, focus on strains and genetics and invite you inside the heads of veteran growers. Head over to www.BIFbeans.com...
2022-02-1546 min
BIF BitesBIF Success Stories: How Shirley Passed the CFP® ExamWe are constantly impressed by our students at The Boston Institute of Finance. Juggling careers, families and more while studying is the norm around here. Shirley did all of that and then some. She recently sat down with us to share her inspirational story that's filled with perseverance and determination. We hope you enjoy.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general. Visit BIFBites.com for more.
2022-01-3022 min
BIF BitesRoth IRA Distributions... "For Those About to Roth (We Salute You)"Mike and Adam discuss Roth IRA distributions in detail. Mike shares his "stop light" trick, which has led many of his Retirement Planning students to their "aha" moment.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general. Visit BIFBites.com for more.
2021-12-3024 minBrothers in Farms PodcastBIF Podcast - Breeders Spotlight Series #5 - StoneelyWelcome to the Brothers in Farms podcast. Our host, ICARUS, is continuing the breeder series, where we dive into conversations with the breeders and creators of the BIF community; how they work, the community that BIF has become, anecdotes, funny stories and background on how the range of BIF high quality genetics came to be.In this fifth episode Stoneely is in the virtual studio.Brothers in Farms is a breeding and growing community with people from all over the world, in pursuit of creating the dankest cannabis genetics possible, and establishing friendships across borders.
2021-12-231h 16
BIF BitesBehavioral Finance... "Talkin' 'Bout Your Generation"Adam and Brendan discuss the different behavioral biases exhibited by each American generation. We hit them all... silent, boomers, gen x, and millennials.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general. Visit BIFBites.com for more.
2021-11-271h 03
BIF BitesSpousal IRAs... “So… I can deduct that?”Mike and Jerry consider the role of Spousal IRAs in light of the "great resignation."
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general. Visit BIFBites.com for more.
2021-11-2423 min
BIF BitesCollege Funding... "I don't even have kids yet and I'm saving."Adam and Jerry discuss the 3-step approach used for college funding calculations. This same approach is used whenever someone needs to save up a pile of cash. Think your first home purchase... or your first yacht!
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general. Visit BIFBites.com for more.
2021-10-2829 min
BIF BitesBehavioral Finance... "I am no longer objective. I am on the boat with them trying not to sink."Adam and Brendan discuss the importance of holding steady and sticking to the plan regardless of what the market is doing day-to-day.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general. Visit BIFBites.com for more.
2021-09-2340 min
BIF BitesQualified Dividends... "Nothin like gettin paid."So that old stock finally paid a dividend. How much is the tax man gonna get you for? The BIF guys discuss.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general. Visit BIFBites.com for more.
2021-09-1722 min
BIF BitesInflation... "I'm not too worried about it."Inflation is on the rise, but what does history have to say? The BIF guys discuss.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general. Visit BIFBites.com for more.
2021-08-2153 min
BIF BitesDo Your Taxes Need to Know That You're Married?Upcoming changes to the CFP® Exam and working with clients that choose married filing separately tax treatment.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general. Visit BIFBites.com for more.
2021-06-2649 min
BIF BitesTax Hell, Net Unrealized Appreciation, Efficient Market HypothesisVisit BIFBites.com to view the question discussed during this episode.
Are you sick of tax season? Ya, same. We wish they’d come up with a vaccine for that. Let’s put a nice pretty bow on all things tax! We talk about the mad dash for documents, common client questions and other haunting items that pop up every April.
The BIF guys also discuss the potential benefits and downsides of utilizing a Net Unrealized Appreciation (NUA) strategy. Finally, we cover the Efficient Market Hypothesis (EMH) and the 3 different forms that it could take. And yes, Mike believes in the...
2021-04-2948 minBrothers in Farms PodcastBIF Podcast - Community Member Spotlight #1 - AggieWelcome to the fifth episode of the Brothers in Farms podcast. In this instalment of a new series of podcasts, our host ICARUS, is diving into conversations with community members of BIF touching on a variety of subjects from GOAT strains to specific growing methods and techniques. In this first episode of the Community Member Spotlight series, Aggie will shed light on his KISS (Keep it Simple Stupid) method of growing cannabis - serving as inspiration and guidelines to newer growers and seasoned veterans alike.Brothers in Farms is a breeding and growing community with people from...
2021-03-301h 05
BIF BitesFAFSA changes, Unethical vs. Illegal, Corporate Retirement PlansVisit BIFBites.com to view the question and other resources discussed during this episode.
The BIF guys start with a discussion on recent changes made to FAFSA forms and the aspects that may not be so clear. Up next... illegal vs. unethical. Just because you can doesn't mean you should. The episode wraps up with a question on eligibility for corporate retirement plans.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.
Jerry Mee, CFP® is the Director of Student Support at...
2021-02-181h 09
Brothers in Farms PodcastBIF Podcast - Breeders Spotlight Series #4 - Hard LiquorWelcome to the fourth episode of the Brothers in Farms podcast. Our host, ICARUS, is continuing the breeder series, where we dive into conversations with the breeders and creators of the BIF community; how they work, the community that BIF has become, anecdotes, funny stories and background on how the range of BIF high quality genetics came to be.In this third episode Hard Liquor is in the virtual studio.Brothers in Farms is a breeding and growing community with people from all over the world, in pursuit of creating the dankest genetics possible, and...
2021-02-0744 minBrothers in Farms PodcastBIF Podcast - Breeders Spotlight Series #3 - BelenosWelcome to the third episode of the Brothers in Farms podcast. Our host, ICARUS, is continuing the breeder series, where we dive into conversations with the breeders and creators of the BIF community; how they work, the community that BIF has become, anecdotes, funny stories and background on how the range of BIF high quality genetics came to be.In this third episode Belenos is in the virtual studio, ready to share insights.Brothers in Farms is a breeding and growing community with people from all over the world, in pursuit of creating the dankest...
2021-01-3155 minBrothers in Farms PodcastBIF Podcast - Breeders Spotlight Series #2 - BuckyWelcome to the second episode of the Brothers in Farms podcast. Our host, ICARUS, is continuing the breeder series, where we dive into conversations with the breeders and creators of the BIF community; how they work, the community that BIF has become, anecdotes, funny stories and background on how the range of BIF high quality genetics came to be. In this second episode, Bucky is in the hot seat (with Baz comfortably on the backseat).Brothers in Farms is a breeding and growing community with people from all over the world, in pursuit of creating t...
2021-01-1347 min
Brothers in Farms PodcastBIF Podcast - Breeders Spotlight Series #1 - BazWelcome to the first episode ever of the Brothers in Farms podcast. Our host, ICARUS, is kicking this new format into life with a series of breeder spotlights, where we dive into conversations with the breeders and creators of the BIF community; how they breed, what makes them tick and the anecdotes and funny stories they've picked up along the way. In this very first episode, Baz is in the hot seat.Brothers in Farms is a breeding and growing community with people from all over the world, in pursuit of creating the dankest genetics p...
2020-12-2151 min
BIF BitesWho Pays for Vaccines, Mike Loves HSAs, Stop-Loss InsuranceVisit BIFBites.com to view the question and other resources discussed during this episode.
The vaccine is here! Now who exactly is going to pay for it? Mike and the guys shine some light on that very important question. The group then stays in Health Care land to discuss Medicare's “Donut-Hole” and the power of HSA accounts (Mike's a huge fan). Finally, the episode wraps up with a Stop-Loss Insurance calculation question.
We hope you enjoy. Happy Holidays!
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the f...
2020-12-1855 minBrothers in Farms PodcastBrothers in Farms Podcast - Coming soonGet ready for the very first episode ever of the Brothers in Farms podcast. Our host, ICARUS, are kicking this new format into life with a series of breeder spotlights, where we dive into conversations with the breeders and creators of the BIF community; how they breed, what makes them tick and the anecdotes and funny stories they've picked up along the way.In the first episode you will get to know one of the founders and OG breeders of Brothers in Farms, Baz. Stay tuned. Brothers in Farms is a breeding and growing community w...
2020-12-1500 min
BIF BitesMarket Reaction to Election Results and Kiddie Tax reduxVisit BIFBites.com to view the question discussed during this episode.
Brendan takes an interesting look at the relationship between election outcomes and market performance over the past few decades. The BIF Bites crew then discusses SECURE Act changes to inherited IRAs and the ramifications these changes will have on existing estate plans. The episode concludes with updated Kiddie Tax laws. I feel like we've done this before...
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.
Jerry Mee, CFP® is th...
2020-12-011h 01
BIF BitesThe Future of Our IndustryVisit BIFBites.com to view the question discussed during this episode.
2020 has forced financial advisors to work differently. What are the pros and cons of WFH? Listen in as we discuss potential new compliance pitfalls, how to maintain client relationships virtually and more.
This episode also touches on bad advice available on TikTok, Reddit and social media in general. Does this create an opportunity for advisors? We think so.
Stay tuned through the end to hear the question of the month, which touches on the complexities involved in coordinating college funding across 529s, Coverdells, AOC and LLC tax credits and...
2020-10-231h 04
BIF BitesBreaking Into the Industry & Mini Question PaloozaVisit BIFBites.com to view the question discussed during this episode.
This month we start with a quick run down of basic CFP® Exam-style questions before moving on to the main event... Brendan and Mike catch up with Robin Miller who is a former Bryant CFP® student and newly minted CFP® Professional.
The trio discuss how each broke into the industry and the early struggles that came with starting a practice. They also discuss how to network effectively and efficiently, how to differentiate oneself and the ramifications of being a woman in a male dominated industry. Really interesting stuff tbh.
The...
2020-09-031h 17
BIF BitesMonetary vs. Fiscal Policy, Impact of Reg BIVisit BIFBites.com to view the question discussed during this episode.
On this month's episode the crew dives into economic policy. Why does the “c” in Fiscal stand for Congress? How does the Fed set monetary policy in crisis conditions?
The focus then shifts to Reg BI, which just went into effect. Is it a big deal? How will it affect you and your fellow advisors? What does Reg BI mean for the financial industry as a whole? Tune in for answers.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants...
2020-07-2858 min
BIF BitesTrend Following with Blueprint Investment Partners' CEOVisit BIFBites.com to view the question discussed during this episode.
Jerry, Brendan and BIF's newest co-host, Adam Scherer, talk with Jon Robinson, CEO and co-founder of Blueprint Investment Partners. Jon shares his impressive origin story... small town kid with no business contacts makes his way to wall street as a trader and ultimately founds and operates his own investment company. The conversation then moves to behavioral finance, ESG investing and why acting in the best interest of your clients and partners is always wise.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and r...
2020-06-261h 10
BIF BitesA conversation with CFP® Board's John LoperCFP® Board's John Loper joins the podcast this month! The education, examination and experience requirements all fall under John's purview as CFP® Board’s Managing Director of Professional Practice.
Over the years we've received many, many questions from students. We can answer almost everything, but we do admit that there have been a few stumpers. Well, there's truly no one better suited to answer the tough questions than John. Listen in as Jerry, Mike and Brendan get all of your questions answered. This is one episode you really don't want to miss.
The BIF Bites podcast covers topics that are impo...
2020-05-131h 01
BIF BitesThe CARES Act, Working from Home, Tax CreditsVisit BIFBites.com to view the question of the month and other helpful resources discussed during this episode.
The gang tackles several timely topics in this month's episode. Brendan is running his practice from home and shares the challenges and benefits that he's run into so far. Jerry leads a discussion on the new CARES Act and also quickly revisits the SECURE Act. Finally, Mike tackles refundable vs. nonrefundable tax credits and how you can ace some common test questions.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to b...
2020-04-1054 min
BIF BitesBear Markets of the Past CenturyThe BIF Bites team walks down market memory lane and examines bear markets from the past 100 years. Jerry, Mike and Brendan discuss the causes and timelines of each market crash before also exploring the lessons learned from each.
Yes, these are scary times and we must acknowledge that. But we must also look to the past and realize that we have been here before. And in the past we have persevered and rebound each time.
Let's do it again. Together.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to b...
2020-03-181h 00
BIF BitesBonus Episode: Exam Day Tips & InsightsWith the March Exam window just around the corner, Jerry, Mike, and Brendan sit down to cover their favorite test taking tips in this "bonus" episode of BIF Bites. We cover health and wellness, what to expect on Exam Day, how to maintain focus and much, much more. Click play to hear what you should be doing the week before, the day before, and the hour before you walk into your testing center.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in g...
2020-03-0243 min
BIF BitesExam Edition: The Question Palooza!Visit BIFBites.com to view the 6 practice questions discussed in this episode along with other helpful resources that should be reviewed by anyone currently studying for the Exam.
Jerry, Mike, and Brendan tackle six Exam-type questions (one from each core subject area) in this special “pre-Exam” episode. Our hosts describe the process they use to arrive at each correct answer. They also discuss other testable aspects in each question and how how changing only a few words in any given question can drastically change what's being asked.
Timestamps: General Principles at 3:00, Insurance at 13:00, Investments at 22:00, Income Tax at 32:45, Retirement at 42:30, and...
2020-02-121h 05
BIF BitesNew SECURE Act: How will it affect you?Visit BIFBites.com to view the question of the month and CFP® Board's "Key Elements of SECURE Act" resource.
In this month’s episode of BIF Bites Jerry, Mike, and Brendan discuss how the new SECURE Act will impact both clients and financial advisors. The SECURE (Setting Every Community Up for Retirement Enhancement) Act is the biggest regulation update since the Tax Cuts and Jobs Act. Listen in as our hosts discuss the changes SECURE will have on retirement plans, 529s and more.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that...
2020-01-2054 min
BIF BitesEnd of Year PlanningVisit BIFBites.com to view the question of the month.
In this episode Mike and Jerry welcome back Brendan Flaherty to cover end of year financial planning topics such as tax loss harvesting, wash sales and the gift tax. They also cover good financial planning practices to avoid mistakes that can arise from rushing decisions at year end.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.
Jerry Mee is the Director of Student Support at the Boston Institute of Finance (B...
2019-12-1253 min
BIF BitesBehavioral Finance with Guest Host Brendan FlahertyVisit BIFBites.com to view the question of the month.
Jerry and Mike invite Brendan Flaherty, CFP®, CIMA®, on to discuss behavioral finance and the curriculum covered by CFP® Education providers.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.
Jerry Mee is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry.
Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston In...
2019-11-0952 min
BIF BitesExam Edition with Guest Host Gary WedgeVisit BIFBites.com to view the question of the month and a reflective article that Jerry wrote on the lessons he learned while working with Gary.
Jerry and Mike invite Gary Wedge on to discuss the challenges faced by today's CFP® candidates. Gary just passed the July 2019 CFP® Exam after 2 previous unsuccessful attempts. This episode is a true must listen for anyone considering CFP® certification.
The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.
Jerry Mee is the Director of Student Supp...
2019-10-1754 min
BIF BitesKiddie Tax, Fiduciary Rules and Retirement Alphabet SoupVisit BIFBites.com to view the question of the month.
In this episode Mike and Jerry tackle the kiddie tax and how to calculate it, explain why the fiduciary rule changes are not so scary and make sense of today's retirement plan type "alphabet soup" (ingredients include 401ks, IRAs, SEPs, 457s, 403bs and more).
Jerry Mee is Director of Student Support at the Boston Institute of Finance and has nearly a decade’s worth of experience in the financial services industry.
Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance. He has made his c...
2019-09-1146 min
BIF BitesStudy Plans, Quiz Scores, and RothsVisit BIFBites.com to view the question of the month.
Welcome to the inaugural episode of The Boston Institute of Finance’s new “BIF Bites” podcast with co-hosts Jerry Mee and Mike Long! Listen in as we discuss Roth IRA withdrawals, how to get the most out of your study time and scoring expectations for the CFP Exam.
Jerry Mee is Director of Student Support at the Boston Institute of Finance and has nearly a decade’s worth of experience in the financial services industry.
Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance. He...
2019-07-1638 min
Bridge The AtlanticBif Naked: Starting a Label, Advocacy & Career LongevityJoining us out of Vancouver is recording artist and author, Bif Naked. Bif has had an extremely successful career as a musician, with 10 studio albums and countless tours to her name. She is a celebrated and diverse artist and writer known for sliding easily between her punk roots, to rock, pop, alternative, and contemporary genres of music. Bif’s music has been featured in TV shows such as The Tonight Show and Buffy The Vampire Slayer, and she’s been described as “Princess of Punk” and The “Rock Goddess.”An artist with an unquestionable work ethic, Bif insisted on working throughout h...
2017-10-1029 min
CiTR -- Queer FMRainbow24 : Bif Naked & Darcy Michael at the PumpJack PubRainbow 24 : LGBTQ Voices 2012 1PM-2PMAll the voices, music & MayhemCiTR's QueerFM Vancouver CiTR - Rainbow 24Interview - Bif Naked & Darcy Michael with Aedan, Barb, Jared, Mia & Velvetbif naked - I Love Myself TodayCiTR - Loving Spoonfulbif naked - SpacemanInterview II - Bif Naked & Darcy Michaelbif naked - Nothing Else MattersInterview III - Bif Naked & Darcy Michaelbif naked - Every DayCiTR - HIMDarcy Michael - WeedInterview IV - Bif Naked & Darcy Michaelbif naked...
2012-06-011h 05