BIF Bites

Latest Episodes:

Dollars & Sense w/ Financial Therapist Nathan Astle Aug 25, 2023

Show notes

Jerry and Adam discuss the growing field of financial therapy with Nathan Astle. Big (and sometimes even small) financial decisions can take an unanticipated emotional toll. A good advisor knows when and how to put on the therapy hat and help their clients navigate the decision, or, place a call to a Financial Therapist for additional support. Listen in for some helpful tips and stick around for a super-nerdy, roundtable Lord of the Rings discussion!

CFP Snake Draft - Investment Planning Aug 18, 2023

Show notes

Jerry, Mike and Adam continue their fantasy draft of the CFP exam topics. Tempers flare over some controversial choices and the commissioner is called in to settle the dispute.

CFP Snake Draft - Insurance Planning Aug 11, 2023

Show notes

It's draft week! Who gets the best sleeper pick? Which BIF Crew member needs a Draft Pick Insurance Policy? Listen in to find out. Round 2 starts now. Enjoy!

Is F.I.R.E. Still Possible in 2023? (w/ guest Chris Mamula) Aug 04, 2023

Show notes

This week Jerry and Adam sit down with author and financial planner Chris Mamula to talk about the F.I.R.E way of life (Financial Independence, Retire Early). Chris talks about his journey to retire at the ripe old age of 41 and how you can too.

CFP Snake Draft - General Principles of Financial Planning Jul 28, 2023

Show notes

Fantasy Draft + CFP Topic List. Does it make sense? No, not really. Was it fun? Yes, absolutely. Listen in as Mike, Adam and Jerry draft the CFP topics from the General Principles domain that they think are most important. 3 rounds, 9 picks, and the first overall pick in this year's draft is...

Choosing the right tax entity for your business Jul 21, 2023

Show notes

In this episode, Jerry and Adam discuss the 5 ways to structure a business for tax reporting. Sole Proprietorship, LLC, Partnership, S Corp and C Corps. They talk about the pros and cons of each, and how to choose the correct one for a client in the CFP exam.

Starting line in the sunshine state w/ Robin Snell, CFP® Jul 14, 2023

Show notes

This week Jerry and Adam sit down with Robin Snell, CFP® to discuss the process behind setting up her brand new RIA firm - Nested Financial. Robin tells the story of how she started on the financial planning path and how she made the jump from working in a big box broker dealer’s office to running her own firm. This episode also serves as a guide for any advisors considering making the jump to becoming an independent advisor.

An oldie but a goodie: Our conversation with CFP® Board's John Loper Jun 30, 2023

Show notes

This week we revisit an early BIF Bites episode that feels particularly relevant again with the July Exam looming ahead on the horizon. We hope you enjoy!

Love, Grief, & Finances w/ Daniel Kopp, CFP®, MA, MS Jun 23, 2023

Show notes

Jerry and Adam connect with Daniel Kopp, CFP®, MA, MS, founder of Wise Stewardship Financial Planning. The conversation explores Daniel's unique experience building and operating a financial practice that focuses on military families and widows.

Estate Planning For Everyone Jun 16, 2023

Show notes

Jerry and Adam discuss estate planning for the common man. We cover a few simple planning steps that will save loved ones from a world of headaches.

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