
The BIF Bites podcast covers topics that are important to anyone that wants to better understand the financial services industry.
| Publishes | Twice monthly | Episodes | 129 | Founded | 6 years ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Education | |||

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
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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.
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!
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.
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.
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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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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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. Investing Insights
5. InvestTalk
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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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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