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BIF Bites

BIF Crew
CFP Exam
Financial Planning
Collectibles
Inflation
Estate Planning
Financial Advisory
Financial Calculator
FP Pathfinder
Nostalgia
Retirement Planning
Roth IRA Distributions
Traditional IRA Contributions
Capital Gains Tax
Investing
Bitcoin
Cryptocurrency
CFP Education
Modified Endowment Contracts
High Deductible Health Plans
Health Savings Accounts

The BIF Bites podcast covers topics that are important to anyone that wants to better understand the financial services industry.

PublishesTwice monthlyEpisodes123Founded6 years ago
Number of ListenersCategory
Education

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Artwork for BIF Bites

Latest Episodes

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.

Key Facts

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Number of Listeners
Find out how many people listen to this podcast per episode and each month.

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Recent Guests

Jenny Coombs
Head of content and development at US SIF
US SIF
Episode: Ya Down With ESG?
Kimberly Loney
Panelist who shared her experience and coping strategies for retaking the CFP exam.
Episode: The Preliminary Fail & Retaking the CFP(r) Exam
Emily Morris
Panelist who discussed her anxiety and strategies during the retake process.
Episode: The Preliminary Fail & Retaking the CFP(r) Exam
Otto Rivera
Panelist who talked about managing anxiety and developing effective strategies for retaking the exam.
Episode: The Preliminary Fail & Retaking the CFP(r) Exam
Annie Keating-Sherrer
Licensed Clinical Social Worker and mental wellness expert.
Episode: The Preliminary Fail & Retaking the CFP(r) Exam
Dr. Charles Chaffin
Cofounder of Financial Psychology Institute, educator in cognitive psychology, and former educator at CFP Board.
Financial Psychology Institute
Episode: New BIF Content Partner: Financial Psychology Institute!
Mike Lecours
Career changer from advertising to financial planning, head of FP Pathfinder.
FP Pathfinder
Episode: Introducing a new BIF Content Partner... fpPathfinder!

Hosts

Jerry Mee
Host and co-host of various segments focusing on financial planning and related topics.
Adam Shearer
Co-host discussing financial concepts and providing educational insights related to the financial services industry.

Reviews

4.9 out of 5 stars from 151 ratings
  • CFP Subject Breakdowns

    Fantastic! These guys really helped me nail down some key topics for the CFP exam and secure the preliminary pass!

    Apple Podcasts
    5
    MaxBwell99
    United Statesa month ago
  • Passed my CFP Exam thanks to these guys

    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.

    Apple Podcasts
    5
    Ryancza0707
    United States2 months ago
  • Thank you!!

    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!

    Apple Podcasts
    5
    MAWages
    United States5 months ago
  • Highly recommended

    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.

    Apple Podcasts
    5
    allztars
    United States6 months ago
  • Thank you for the help!

    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.

    Apple Podcasts
    5
    Coop722
    United States2 years ago

Listeners Say

Key themes from listener reviews, highlighting what works and what could be improved about the show.

Listeners appreciate the informative and entertaining breakdown of complex financial topics.
Many find the resources provided helpful in their exam preparation, underscoring the podcast's value for CFP candidates.
The hosts are praised for their engaging teaching style that combines humor with educational content.
Listeners often recommend the show as a vital supplement to their financial education efforts.

Talking Points

Recent interactions between the hosts and their guests.

Ya Down With ESG?
Q: What is the position on the returns of ESG investments?
ESG criteria are designed for long-term investing; short-term performance may vary but generally captures a slightly higher overall performance versus broad market indices over time.
Ya Down With ESG?
Q: How do I go about investing into companies or portfolios that align with my values?
Seek out knowledgeable advisors in this space and understand both the pragmatic and holistic approaches to sustainable investing.
BIF Bites Question Palooza (9th Edition)
Q: What is the difference between the security market line, the SML, and the capital market line, the CML?
The SML represents the relationship between risk and return for individual securities, while the CML represents the risk return trade-off for efficient portfolios.
Episode 100! Question Palooza (November 2024)
Q: What age will an individual become eligible for a reverse mortgage?
The age is 62 for reverse mortgages.
Episode 100! Question Palooza (November 2024)
Q: What do you tell a student who says this isn't how it works in the real world?
It's important to remember that the CFP exam is in a test world and not the real world, so you need to adapt to the rules and expectations of the exam.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
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Frequently Asked Questions About BIF Bites

What is BIF Bites about and what kind of topics does it cover?

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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How many episodes of BIF Bites are there?

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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What guests have appeared on BIF Bites?

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

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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