Advertise on podcast: BIF Bites

Alternative investments don’t have to feel complicated. The BIF Bites crew breaks down real estate, commodities, hedge funds, collectibles, crypto, and private markets, plus the risks, diversification benefits, and suitability considerations you need to know for the CFP® exam.

Jerry, Tiffany, and Kaylee sit down for an insurance-focused conversation where they discuss key insurance gaps in long-term care, umbrella liability, and disability income coverage. They also talk about how to identify risks, evaluate existing resources, and recommend solutions to protect income, assets, and long-term financial stability through practical planning steps.

Join Tiffany and Kaylee this week as they turn retirement planning into a dating game! They introduce a self-employed entrepreneur to different retirement plans, helping her find her perfect match between SEP IRA, Solo 401(k), and other options while exploring how each plan balances contributions, taxes, and administrative complexity.

Back-to-school season means education planning. The BIF team breaks down 529 plans, Coverdell ESAs, UGMAs/UTMAs, tax strategies, and the education funding calculations CFP® candidates need to know. Download our free CFP® Exam Guide for a closer look at the exam structure, study timeline, key topics, and what to expect as you prepare for exam day.

Estate planning fact or fiction? The BIF crew puts common myths to the test, breaking down trusts, powers of attorney, estate taxes, and CFP® exam traps along the way.

Learn the key rules behind spousal Social Security benefits, including current vs. former spouse eligibility, common CFP® exam pitfalls, and planning strategies advisors should know. Explore more with The BIF Review.

Test your CFP® knowledge with expert walkthroughs covering financial planning, insurance, investments, taxes, retirement strategies, and common exam pitfalls. Don't just rely on BIF Bites! Get exam ready with ⁠⁠⁠⁠The BIF Review⁠⁠⁠⁠.

Celebrate the Fourth of July with a fun look at insurance planning. From fireworks mishaps to homeowners, auto, liability, and umbrella coverage, learn how different policies help protect you when celebrations don't go as planned. Don't just rely on BIF Bites! Get exam ready with ⁠⁠⁠The BIF Review⁠⁠⁠.

Tiffany and Jerry return for Round 2 of CFP® Trivia Showdown. From bankruptcy chapters and Social Security rules to retirement planning and estate strategies, expect competition, laughs, and plenty of CFP® exam insights. Don't just rely on BIF Bites! Get exam ready with ⁠⁠The BIF Review⁠⁠.

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 with ⁠The BIF Review⁠.

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: it's not good). BIF Bites is a great way to reinforce your knowledge and get some more practical insights into concepts! But to get CFP® Exam ready, check out The BIF Review and see how we've helped thousands of candidates pass their exams and earn their marks.

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 both tax planning and CFP® Exam prep. Speaking of CFP® Exam prep, check out The BIF Review! Our eight-week CFP® review course will get you exam ready with concept videos, textbooks, question breakdowns, question banks, and so much 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 businesses attract, retain, and reward employees. BIF Bites is a great way to supplement your studying for the CFP® Exam, but to truly get Exam Ready, check out The BIF Review, our comprehensive CFP® Exam prep course.

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!