
The BIF Bites podcast covers topics that are important to anyone that wants to better understand the financial services industry.
| Publishes | Twice monthly | Episodes | 137 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||

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 bo... more
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 rule, and how stock options help ... more
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 in as we break down complex top... more
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Seriously helped me pass! I wish I discovered them sooner so I could have joined the review. I listened to all of the question paloozas, they’re an amazing way to get more reps while on the go. Last day before the exam was no studying, just a long walk with the BIF crew in my ear going over questions in a thorough yet laid back conversation.
The backlog of deep dive episodes would have been great if I had more time.
Question paloozas were a great way to get additional reps while on the go, the deep dive episodes take a little too long to get to the point but would have been worthwhile if I discovered the podcast with more than a few weeks before the exam. I’d pay good money to get multi-hour versions of the question palooza episodes.
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!
Key themes from listener reviews, highlighting what works and what could be improved about the show.










Recent interactions between the hosts and their guests.
Listeners, social reach, demographics and more for this podcast.
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The show consistently covers practical money topics aimed at advancing financial literacy and professional CFP exam prep. Across episodes, listeners get approachable explanations of financial planning concepts, tax and estate topics, behavioral finance, and real-world scenarios that test decision-making under fiduciary standards. The tone blends education with light storytelling and industry anecdotes, often tying lessons to CFP exam implications, tools, and regulatory context. A standout pattern is pairing occasionally dense topics (like viatical settlements, estate planning strategies, and IRS considerations) with relatable examples, study-group insights, and career progression advice, making it useful for both aspiring planners and finan... 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. Stay Wealthy Retirement Podcast
3. Retirement Planning Education, with Andy Panko
4. Ready For Retirement
5. The Retirement and IRA Show
BIF Bites launched 7 years ago and published 137 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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