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BIF Bites

BIF Crew
CFP Exam
Financial Planning
Estate Planning
Behavioral Finance
Retirement Planning
Wash Sales
CFP Education
Financial Services
Collectibles
Investment Planning
Tax Write-Offs
CFP Board
CFP® Exam
Inflation
Squid Games
Study Techniques
Exam Preparation
Cryptocurrency
Sunk Cost Fallacy
Financial Calculator

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

PublishesTwice monthlyEpisodes137Founded7 years ago
Number of ListenersCategory
Education

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Artwork for BIF Bites

Latest Episodes

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

Key Facts

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Podcast Host
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 with extensive presence across episodes; commonly hosts alongside a co-host, and is associated with BIF; known for discussing financial planning topics and CFP exam content.
Kaylee Benton
Co-host on multiple episodes; frequently covers CFP-related topics, financial planning concepts, and exam preparation alongside a primary host.

Reviews

4.9 out of 5 stars from 166 ratings
  • Best CFP podcast by a mile!

    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.

    Apple Podcasts
    5
    agb918273
    United Statesa month ago
  • Really the only cfp podcast

    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.

    Apple Podcasts
    5
    agb918273
    United Statesa month ago
  • 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 States8 months 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 States9 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 Statesa year ago

Listeners Say

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

The hosts are described as enthusiastic, knowledgeable, and good at making challenging material digestible.
The show is considered a valuable resource for CFP candidates and professionals seeking concise, digestible content.
Listeners praise clear explanations of complex CFP topics and practical study tips.
Audience feedback highlights helpful insights for exam prep and real-world financial planning scenarios.

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Talking Points

Recent interactions between the hosts and their guests.

Questionpalooza: March 2026
Q: Which behavioral finance biases are illustrated in this scenario?
Home bias, single stock concentration, herd mentality, and comfort in numbers.
Questionpalooza: March 2026
Q: Calculate the market value of BBI stock.
The market value is $10 a share.
Questionpalooza: March 2026
Q: Compared to the amount paid to Denise, the viatical settlement company will offer Marcus blank for his policy.
B, a greater amount.
Questionpalooza: March 2026
Q: Which of the following financial aid options will provide Maya with the most advantageous interest rate and repayment terms?
The direct subsidized loan is the most advantageous due to the interest subsidy during in-school, grace, and deferment periods.
The Halfway Point
Q: What was the most challenging course for you so far in your studies?
Kaylee shares that the vocabulary in the investments course has been particularly difficult to grasp and that she is working on incorporating flashcards to aid in learning.

Audience Metrics

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

Listeners per Episode
Gender Skew
Location
Interests
Professions
Age Range
Household Income
Social Media Reach

Frequently Asked Questions About BIF Bites

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

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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How many episodes of BIF Bites are there?

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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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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