BIF Bites

Latest Episodes:

The light at the end of the CFP® tunnel w/ Jeff Sussman, CFP® Jun 09, 2023

Show notes

Jerry sits down with his former student, Jeff Sussman, CFP®, to talk about what life is like with the marks. Jeff has now been a CFP® Professional for 18 months. He shares how the marks have enabled him to better help clients, grow his business, and earn recognition from colleagues.

Home Is Where The Heart Is Jun 02, 2023

Show notes

Jerry and Adam discuss the trials and tribulations of helping clients buy a home in the current market. Jerry shares his experience of shopping for a home from both a buyer's perspective and also a CFP’s perspective.

Triple S (Spousal Social Security) May 26, 2023

Show notes

Jerry and Mike cover the complexities of claiming spousal benefits for social security. Listen in for the do's, the don’ts, and the everything in between.

Adam Helps a Listener Understand The Business Tax Gauntlet May 19, 2023

Show notes

A listener recently requested we cover the business tax gauntlet that is IRC Sections 1231, 1245, and 1250. Adam steps up to help. Do you have a topic request? Let us know!

Battle Royale: Adam & Jerry vs. ChatGPT May 12, 2023

Show notes

The BIF Crew put ChatGPT to the test with tough questions: “Can you pass the CFP® exam?” “Do you plan on taking financial professional’s jobs?” “Which risk-adjusted performance measurement should be used when the Beta statistic is unreliable?” “Are you related to HAL 2000?” Tune in for a ‘no holds barred’ CFP v. AI BATTLE ROYALE!

I See… Uninsured People May 05, 2023

Show notes

Got an uninsured client? Need an overview of the 3 pillars of life insurance? Mike and Jerry are here to break down the basics on term, whole, and universal life insurance policies. Plus, they serve up a contrarian view on the old “buy term & invest the rest” rule of thumb.

One, Two, Buckle My Shoe Apr 28, 2023

Show notes

Financial planning is all about sequencing. The ability to place a set of competing goals and needs in order is a key skill for planners to develop. Is adequate life insurance coverage more important than a fully-funded emergency fund? Should you fund a 529 or purchase extra long-term disability insurance coverage? How does having kids change your financial priorities? In this week’s episode, Jerry and Adam chat about the correct order of importance for these financial planning goals and several more.

The Need-to-Know on SECURE Act 2.0 Apr 21, 2023

Show notes

Fellow Financial Professionals, have no fear. Mike and Jerry are here (as always) to run through SECURE Act 2.0 provisions going into effect in 2023 ONLY. We cover the new RMD age and new exceptions to early withdrawal penalties as well as a couple of new tax credits that could benefit your clients.

Relationships, Divorces, & Taxes... It's Complicated Apr 14, 2023

Show notes

How do you file if your spouse is sleeping on the couch? Better yet, what if the couch sleeper is you ex? What filing status do you go with if you currently have your divorce attorney on speed dial? Or if you think your spouse is actively committing fraud? Adam and Jerry tackle some doozies on this episode. Listen in. It's a fun one!

Breaking the Bank Apr 07, 2023

Show notes

Jerry and Brendan sit down to discuss the recent collapse of SVB and the resulting banking crises. The two dig into how increasing rates and bond duration led to the collapse of the bank and tie it all back to how these lessons can be applied to the CFP exam.

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