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Artwork for BIF Bites

BIF Bites

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

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

PublishesTwice monthlyEpisodes129Founded6 years ago
Number of ListenersCategory
Education

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Artwork for BIF Bites

Latest Episodes

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

It's that time of year again! Jerry and Adam are joined by Kaylee, the newest member of the BIF Crew as they dive into a fresh set of exam questions to help you get ready for the November 2025 CFP® Exam.

Ready to turn today’s insights into an organ... more

Key Facts

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Number of Listeners
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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 157 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 States4 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 States5 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 States8 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 States9 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.

Top Education Podcasts

Talking Points

Recent interactions between the hosts and their guests.

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.
Question Palooza (November 2025 CFP Exam)
Q: What should Amara do to comply with CFP board standards?
Amara should establish Nicole as a separate client with her own engagement, explaining confidentiality.
Question Palooza (November 2025 CFP Exam)
Q: Which of the following statements accurately describes the relationship between the gross estate and the probate estate?
Life insurance proceeds with a named beneficiary are included in the gross estate but excluded from the probate estate.
Question Palooza (November 2025 CFP Exam)
Q: Which retirement plan option would allow Maya to make the highest total contribution for 2025?
The Solo 401k would allow Maya to make the highest total contribution.
Question Palooza (November 2025 CFP Exam)
Q: What bias is Diego demonstrating?
Diego is demonstrating familiarity bias.

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 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 129 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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