The BIF Bites podcast covers topics that are important to anyone that wants to better understand the financial services industry.
Publishes | Twice monthly | Episodes | 123 | Founded | 6 years ago |
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Number of Listeners | Category | Education |
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 essential first steps. From stay... more
In 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.
It 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 fami... more
In this week's BIF Bites episode, Jerry and Adam sit down to discuss life after passing the CFP(r) Exam.
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Fantastic! These guys really helped me nail down some key topics for the CFP exam and secure the preliminary pass!
They do a such a great job breaking down very difficult topics. They were a huge help in me getting my “preliminary pass” this year.
This podcast is fabulous! These guys are terrific teachers and explain complicated subjects in an easy-to-understand way. Thank you for all you do! We appreciate you more than you know!
These guys are great, and helped me pass on my first attempt. They cover a lot of topics and put complicated concepts in digestible sound bites. If you are looking for a good supplement highly recommend BIF Bites.
Just walked out of my CFP test and passed! I greatly appreciate your podcast and discovered it about 3 months ago in my preparation. While I did not do your review plan there were areas in the podcast that led me to my “ah-ha” moment and some great tricks to help remember certain concepts. Moving forward I will recommend this podcast as well as y’all’s review program to anyone I know interested in obtaining the CFP marks.
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The discussions typically emphasize various financial planning topics that are crucial for both aspiring and certified financial professionals. Episodes explore subjects like estate planning, tax strategies, investment management, and the complexities surrounding pivotal financial credentials like the CFP exam. Hosts frequently share personal anecdotes and humorous exchanges, making challenging concepts more accessible and engaging for listeners. Unique formats, such as the 'Question Palooza' series, allow listeners to immerse themselves in exam questions and case studies, helping to navigate both academic and practical aspects of the financial services landscape. This podcast is especially noteworthy for its blend of education, real-world ... more
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These podcasts share a similar audience with BIF Bites:
1. Kitces and Carl - Real Talk for Real Financial Advisors
2. The Efficient Advisor: Tactical Business Advice for Financial Planners
3. The Perfect RIA
4. Retirement Planning Education, with Andy Panko
5. The Great Retirement Debate with Ed Slott & Jeffrey Levine
BIF Bites launched 6 years ago and published 123 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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Recent guests on BIF Bites include:
1. Jenny Coombs
2. Kimberly Loney
3. Emily Morris
4. Otto Rivera
5. Annie Keating-Sherrer
6. Dr. Charles Chaffin
7. Mike Lecours
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