All Episodes
BIF Bites — 137 episodes · page 2 of 2
Love, Grief, & Finances w/ Daniel Kopp, CFP®, MA, MS
Estate Planning For Everyone
The light at the end of the CFP® tunnel w/ Jeff Sussman, CFP®
Home Is Where The Heart Is
Triple S (Spousal Social Security)
Adam Helps a Listener Understand The Business Tax Gauntlet
Battle Royale: Adam & Jerry vs. ChatGPT
I See… Uninsured People
One, Two, Buckle My Shoe
The Need-to-Know on SECURE Act 2.0
Relationships, Divorces, & Taxes... It's Complicated
Breaking the Bank
Gene's Path to CFP Exam Success
Enrolled Agents, Represent!
Social Security... "Mike, can I retire yet?"
When should constructive receipt be used?
The Nitty-Gritty on Inherited IRAs w/ Adam & Mike
Corralling Squirrels w/ Cody Garrett + A New Scholarship for BIF/Bryant CFP Education!
Inflation Adjusted Tax Numbers You Need to Know
Career Cha-Cha-CHANGERS w/ Dominique Henderson, CFP®
Introducing The BIF Review.
March 2022 Exam Episode (3/3)
March 2022 Exam Episode (2/3)
March 2022 Exam Episode (1/3)
BIF Success Stories: How Shirley Passed the CFP® Exam
Roth IRA Distributions... "For Those About to Roth (We Salute You)"
Behavioral Finance... "Talkin' 'Bout Your Generation"
Spousal IRAs... “So… I can deduct that?”
College Funding... "I don't even have kids yet and I'm saving."
Behavioral Finance... "I am no longer objective. I am on the boat with them trying not to sink."
Qualified Dividends... "Nothin like gettin paid."
Inflation... "I'm not too worried about it."
Do Your Taxes Need to Know That You're Married?
Tax Hell, Net Unrealized Appreciation, Efficient Market Hypothesis
FAFSA changes, Unethical vs. Illegal, Corporate Retirement Plans
Who Pays for Vaccines, Mike Loves HSAs, Stop-Loss Insurance
Market Reaction to Election Results and Kiddie Tax redux
The Future of Our Industry
Monetary vs. Fiscal Policy, Impact of Reg BI
Trend Following with Blueprint Investment Partners' CEO
A conversation with CFP® Board's John Loper
The CARES Act, Working from Home, Tax Credits
Bear Markets of the Past Century
Bonus Episode: Exam Day Tips & Insights
New SECURE Act: How will it affect you?
End of Year Planning
Behavioral Finance with Guest Host Brendan Flaherty
Exam Edition with Guest Host Gary Wedge
Kiddie Tax, Fiduciary Rules and Retirement Alphabet Soup
Study Plans, Quiz Scores, and Roths