
The BIF Bites podcast covers topics that are important to anyone that wants to better understand the financial services industry.
| Publishes | Twice monthly | Episodes | 130 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||

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 help you test your knowledge.... more
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 the curriculum.
Want to start ... more
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 effects of this decision. What does... more
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 easiest way to remember each esta... more
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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.
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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Focusing on key themes relevant to the financial services industry, the content primarily revolves around preparation for the Certified Financial Planner (CFP) exam, discussing educational methods, industry updates, and practical advice. Episodes articulate the importance of study groups, trust regulations, tax strategies, and economic trends, including the cultural implications of shifting financial practices. Additionally, some discussions explore broader topics like behavioral finance and ethical considerations in financial planning, illustrating the need for contemporary approaches to client advisory services. Unique to this podcast is its combination of educational content with light-hearted discussions that relate directly to exam pre... more
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These podcasts share a similar audience with BIF Bites:
1. Retirement Planning Education, with Andy Panko
2. Notes on the Week Ahead
3. New Planner Podcast
4. Stay Wealthy Retirement Podcast
5. Ready For Retirement
BIF Bites launched 6 years ago and published 130 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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