
The BIF Bites podcast covers topics that are important to anyone that wants to better understand the financial services industry.
| Publishes | Twice monthly | Episodes | 140 | Founded | 7 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||

Think you can outscore Jerry and Tiffany? Join this CFP® exam trivia showdown covering tax, retirement, insurance, investments, and estate planning. Play along, test yourself, and claim bragging rights.
Don't just rely on BIF Bites! Get exam ready w... more
In this episode, Jerry, Tiffany, and Kaylee share memorization tools like mnemonics and acronyms to help you remember tricky topics for the CFP® Exam.
Don't just rely on BIF Bites! Get exam ready with The BIF Review.
Jerry, Kaylee, and Tiffany are talking about CFP Board's Code of Ethics and Practice Standards. They're diving into the seven steps of the financial planning process, common exam pitfalls and traps, and what may happen if you break the rules (spoiler... more
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
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Very helpful podcast and definitely contributed to me passing! Highly recommend.
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.
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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This show serves CFP exam candidates and financial professionals with practical, exam-focused discussions on taxes, investments, ethics, and financial planning concepts. Episodes mix step-by-step problem walkthroughs, real-world anecdotes, and study strategies, often including memory aids, ethical scenarios, and exam tips. A notable pattern is the balance between rigorous technical content and approachable humor, with recurring segments like question paloozas and topic deep-dives that reinforce learning and retention. The format tends to be actionable for listeners preparing for the CFP exam or enhancing client-advisor conversations, and sponsors related to financial education and exam prep may find aligned messaging opportunities.
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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. Barron's Advisor
4. Talking Wealth
5. The Long View
BIF Bites launched 7 years ago and published 140 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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Rephonic pulls ratings and reviews for BIF Bites from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.
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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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