PODCAST · education
BIF Bites
by BIF Crew
The BIF Bites podcast covers topics that are important to anyone that wants to better understand the financial services industry.
Episodes
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Questionpalooza November 2026
Questionpalooza is back! Join the BIF Bites team as they tackle six CFP® exam practice questions, break down tricky concepts, and share strategies to help you prepare.
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Freaks & Geeks: Alternative Investments
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.
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Insurance Gaps You Might Be Missing
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…
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Labor of Love: Finding the Perfect Retirement Plan Match
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…
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Back to School with the BIF Crew
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...
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Estate Planning Fact or Fiction?
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.
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Spousal Social Security Explained: Rules Every CFP® Candidate Should Know
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.
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Think Like a CFP®: Practice Questions & Expert Answers
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.
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Life, Liberty, and the Pursuit of Coverage
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...
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CFP® Trivia Showdown: Tiffany vs. Jerry Round 2
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.
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CFP® Trivia Battle: Jerry vs. Tiffany
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.
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Memory Tips and Mnemonic Tricks
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.
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Ethics, Standards, and Procedural Rules (It's More Exciting Than You Think!)
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...
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The Tax Day Episode
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...
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The EGG Episode (Video)
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…
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The Real Worth of a Pot of Gold
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!
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Part 2: Questionpalooza March 2026
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 topics, including the new One Big Beautiful Bill...
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Questionpalooza: March 2026
Jerry, Kaylee, and Tiffany are back with everyone's favorite CFP game show! Test your knowledge of financial aid, stock valuation, and more as the BIF Crew breaks down a new batch of questions with practical insights to help you ace the CFP Exam. Don't just rely on BIF Bites to pass the CFP®…
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The Superbowl Episode
Jerry and Kaylee welcome the newest member of the BIF Crew, Tiffany, to the podcast. The trio take on a Superbowl trifecta with three different sports-adjacent CFP® topics, including the time value of money, behavioral finance, and the self-employment tax!
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Business Inventory Accounting & Valuation
Jerry and Kaylee are diving into the essential business accounting methods and inventory valuation strategies. They're breaking down cash, accrual, and hybrid accounting methods plus FIFO, LIFO, and so much more, so you'll have a better understanding of how the choices business owners make can...
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Financial Advice Vs. Financial Planning
Jerry and Kaylee sit down to talk about financial advice vs financial planning—how they're different and how to determine which is which. They're also going over some practice questions and case studies from CFP Board to help you test your knowledge. Getting ready for the CFP® Exam? Try The BIF...
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The Halfway Point
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 your own CFP® journey? Get started here!
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Penny for Your Thoughts
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 this mean for cash transactions, the 99-cent...
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CRAT CRUT GRAT GRUT SOUP
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 estate trust acronym, what these trusts do, and how…
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Question Palooza (November 2025 CFP Exam)
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 organized study plan? Check out The BIF Review! It's…
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All About Viaticals
This week, Jerry sits down to talk all about viatical settlements, how to qualify for them, what the transfer for value is and why you need to know about them for the CFP® Exam. Get more structured, effective prep for the CFP® Exam with The BIF Review. In eight weeks, you'll get the resources,...
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CFP® Exam Study Groups: Get By With a Little Help From Your Friends
In this episode of BIF Bites, Kaylee makes her debut as the newest BIF Crew member, sharing best practices for CFP® Exam study groups. Learn about her multi-group strategy that combines 1:1 partnerships, small virtual groups, and larger practice sessions. Plus, she's sharing tips on making the…
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So You Won The Lottery...
In this episode, Jerry lays out a clear, practical game plan for what to do after a life-changing financial windfall. Whether you've hit the jackpot yourself or you're advising a client who has, let's walk through the essential first steps. From staying grounded to assembling the right team and...
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Hobby Lobby Tax Scandal
In this episode of the BIF Bites podcast, Jerry dives into the Hobby Lobby Scandal from 2010 and how we can use it for an important lesson for the CFP exam. Ready to turn today’s insights into an organized study plan? Check out The BIF Review! It's our streamlined, eight-week CFP® Exam prep…
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Peace, Love, & Crummey Powers
It was the 1960s—bellbottoms, Beatles, and flower power ruled the day while America's youth challenged authority at every turn. But while Jimi Hendrix was setting guitars ablaze, California businessman Clifford D. Crummey was quietly funding his family's life insurance trust with annual Christmas...
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You Passed Your CFP(r) Exam... What Comes Next?
In this week's BIF Bites episode, Jerry and Adam sit down to discuss life after passing the CFP(r) Exam.
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Question Palooza - Estate Planning (July 2025 Exam)
In the final instalment of this Question Palooza series, Jerry and Adam tackle the best way to gift a family business as part of an estate plan. Ready to turn today’s insights into an organized study plan? Check out The BIF Review! It's our streamlined, eight-week CFP® Exam prep course that gets...
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Question Palooza - Retirement Planning (July 2025 Exam)
It's day 5 of our 6-day Question Palooza extravaganza. In this episode, Jerry and Adam tackle ESPP and how the different aspects of this retirement benefit are taxed.
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Question Palooza - Tax Planning (July 2025 Exam)
Today Jerry and Adam tackle everyone's favorite topic, taxes! They dive into the taxation of ISO's and also the tricky question writing style of the CFP Board. This is part 4 of a 6-part series going through the top topics of the CFP exam.
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Question Palooza - Investment Planning (July 2025 Exam)
Jerry and Adam are back with Day 3 of Question Palooza! Today, they tackle investments and discuss what makes a suitable portfolio asset mix for a client looking for inflation protection.
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Question Palooza - lnsurance Planning (July 2025 Exam)
In today's episode, Jerry and Adam discuss homeowners' insurance, covering what is and is not covered. This is part 2 of a 6-part series going through the top topics of the CFP exam.
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Question Palooza - General Principal (July 2025 Exam)
Jerry and Adam kick off a new edition of Question Palooza! This is part 1 of a 6-part series going through the top topics of the CFP exam.
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Tackling Case Studies on the CFP® Exam
In this episode, Jerry and Adam give their best tips and tricks for tackling the case study section of the CFP Exam!
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Business Cycles
In this episode of BIF Bites, Jerry and Adam dive into the fascinating world of business cycles and economic indicators. They explore the four phases of the business cycle and discuss how these cycles impact the economy. The crew also breaks down the different types of economic indicators…
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The Dangers of Buy Now, Pay Later
In this week's episode, Jerry dives deep into the latest craze in ultra-short-term financing with Klarna, Affirm, and other Buy Now, Pay Later programs.
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Ya Down With ESG?
In this BIF Bites episode, Adam is joined by Jenny Coombs, Director of Content & Development at US SIF, to discuss the basics of ESG investing, its history, and its importance in sustainable investing strategies. They explore the long-term benefits of ESG investments, the power of collective...
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Fully Depreciated Dude.
In this episode, Adam channels 'The Dude' from The Big Lebowski to explain the complex subject of depreciation in business accounting. He explains its purpose and discusses two main methods: straight-line depreciation and the Modified Accelerated Cost Recovery System (MACRS). Adam also introduces...
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Wash and Learn
In this episode, Jerry dives into the history of Wash sales, how to avoid them, and what to do if you have one.
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The Preliminary Fail & Retaking the CFP(r) Exam
Another CFP(R) exam cycle hascome to a close. Congratulations to those receiving the Preliminary Pass fromthe BIF Crew! For the passing group, it's a time for celebration, relief, andplanning of next steps, both professionally and personally. However,approximately 33-40% of exam takers' exam...
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BIF Bites Question Palooza (9th Edition)
The Bif crew is back with their most popular segment -Question Palooza!
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The Dirty Half Dozen
This week the gang is all here as Jerry, Mike, and Adam go through the most difficult topic from each of the 6 main curriculum areas.
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End of an Era: Sunsetting the TCJA
This week, Jerry gives a rundown of all the changes thatwill revert at the end of this year, when the TCJA is set to expire, and how that will impact the CFP exam.
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The Room Where It Happens
In this episode of BIF Bites, we're diving into the essential details every Candidate for CFP® Certification needs to know about the Prometric Testing Center. Join Adam as he takes you into "The Room Where It Happens," where your journey to success is just one click away! After clearing a...
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How to Insure the Uninsurable
In this week's episode, Jerry takes a look at the insurance situation surrounding the California wildfires and the CFP lessons that can be taken away from it.
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Squid Games and CFP?!
In this week's episode, Jerry breaks down all of the behavioral finance biases in the new season of Squid Games and how they can help you study for the CFP exam.
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ABOUT THIS SHOW
The BIF Bites podcast covers topics that are important to anyone that wants to better understand the financial services industry.
HOSTED BY
BIF Crew
CATEGORIES
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Frequently Asked Questions
How many episodes does BIF Bites have?
BIF Bites currently has 137 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is BIF Bites about?
The BIF Bites podcast covers topics that are important to anyone that wants to better understand the financial services industry.
How often does BIF Bites release new episodes?
BIF Bites publishes regularly with 137 episodes available. Check the episode list for the typical release schedule.
Where can I listen to BIF Bites?
You can listen to BIF Bites on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts BIF Bites?
BIF Bites is created and hosted by BIF Crew.
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