BIF Bites

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Insurance Gaps You Might Be Missing Sep 18, 2026

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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.

Labor of Love: Finding the Perfect Retirement Plan Match Sep 03, 2026

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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 with the BIF Crew Aug 21, 2026

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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? Aug 07, 2026

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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.

Spousal Social Security Explained: Rules Every CFP® Candidate Should Know Jul 24, 2026

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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.

Think Like a CFP®: Practice Questions & Expert Answers Jul 10, 2026

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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.

Life, Liberty, and the Pursuit of Coverage Jun 26, 2026

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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.

CFP® Trivia Showdown: Tiffany vs. Jerry Round 2 Jun 12, 2026

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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.

CFP® Trivia Battle: Jerry vs. Tiffany May 28, 2026

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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.

Memory Tips and Mnemonic Tricks May 15, 2026

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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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