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BIF Bites

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

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

PublishesTwice monthlyEpisodes140Founded7 years ago
Number of ListenersCategory
Education

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Artwork for BIF Bites

Latest Episodes

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

YouTube

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.

YouTube

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

YouTube

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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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 of BIF Bites (and related iterations); long-tenured presenter with CFP-focused expertise.
Kaylee Benting
Co-host with focus on CFP topics and financial planning education.
Tiffany Guy
Co-host and educator; handles curriculum-style explanations and exam prep content.

Reviews

5.0 out of 5 stars from 168 ratings
  • Passed CFP March 2026

    Very helpful podcast and definitely contributed to me passing! Highly recommend.

    Apple Podcasts
    5
    John Desmond Bell
    United Statesa month ago
  • 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 States2 months 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 States3 months 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 States10 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 Statesa year ago

Listeners Say

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

episodes are engaging with actionable tips for exam prep and study routines.
listeners praise the practical CFP-focused guidance and clear explanations.
audience appreciates real-world examples and humor that keeps topics approachable.
quality of content and instructors repeatedly highlighted as a strong point.

Top Education Podcasts

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
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Frequently Asked Questions About BIF Bites

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

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.

Where can I find podcast stats for BIF Bites?

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How many listeners does BIF Bites get?

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To see how many followers or subscribers BIF Bites has on Spotify and other platforms such as Castbox and Podcast Addict, simply upgrade your account. You'll also find viewership figures for their YouTube channel if they have one.

How many episodes of BIF Bites are there?

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.

How do I contact BIF Bites?

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Where can I see ratings and reviews for BIF Bites?

Rephonic pulls ratings and reviews for BIF Bites from multiple sources, including Spotify, Apple Podcasts, Castbox, and Podcast Addict.

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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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