BIF Bites

Latest Episodes:

Gene's Path to CFP Exam Success Apr 03, 2023

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In this episode, Jerry sits down with BIF grad Gene Witt to discuss his recent success on the CFP Exam. They cover the process of requesting additional accommodations from CFP Board as well as study tips and tricks for students with a wide range of learning disabilities.

Enrolled Agents, Represent! Mar 21, 2023

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Adam takes a deep dive into the world of Enrolled Agents. He explains why the designation is important, who its suited for, and how it can be used to better serve your clients.

Social Security... "Mike, can I retire yet?" Feb 28, 2023

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In this episode, Mike and Jerry sit down to talk about the Social Security Trinity: the three things every advisor must consider when helping a client decide when to start taking social security.

When should constructive receipt be used? Jan 27, 2023

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In this episode Adam and Jerry sit down to talk about constructive receipt and how it can impact your taxes in everything from running a small business, to setting up an estate trust.

The Nitty-Gritty on Inherited IRAs w/ Adam & Mike Dec 17, 2022

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The Nitty-Gritty on Inherited IRAs w/ Adam & Mike by Boston Institute of Finance

Corralling Squirrels w/ Cody Garrett + A New Scholarship for BIF/Bryant CFP Education! Nov 23, 2022

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Adam sits down with Cody Garrett to discuss the often over-looked, but truly critical information gathering stage of the financial planning process. Cody's a big believer in the power of "genuine" curiosity. We explain how a well-informed question has the power to strengthen your relationship with a new client. Very Exciting News: Measure Twice Planners and The Boston Institute of Finance have created a new scholarship opportunity for BIF/Bryant CFP Education! Learn more and apply: measuretwiceplanners.com/scholarships

Inflation Adjusted Tax Numbers You Need to Know Nov 21, 2022

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In this episode of BIF Bites, Adam and Jerry sit down to chat about the annual inflation adjustments to the IRS tax code. How these changes impact clients and the important discussions to have with them is covered. Find out what numbers are going up and what numbers are staying the same, and most importantly what that means for the CFP exam. The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general. Visit BIFBites.com for more.

Career Cha-Cha-CHANGERS w/ Dominique Henderson, CFP® Oct 20, 2022

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Jerry and Adam welcome a new friend! Dominique Henderson, CFP® of Jumpstart Coaching Lab and DHJ Capital Management fame joins the guys to discuss how he supports future financial planning practitioners. We cover the uptick in financial services career changers and explore the essential skills required to build a great career in this industry. The guys also talk about when and how CFP® Education and Exam Prep fit into the career changer’s journey. Dominique is a husband, father, and thought leader in the financial services industry. His personal mission statement is: R.E.A.L. financial advice has the ability to change family trees, and everyone deserves an opportunity to change their family tree. As a CERTIFIED FINANCIAL PLANNER™, coach, speaker, podcaster, and author, Dominique works to help people to get “unstuck” in their finances and careers so that they can be the best version of themselves. Learn more here: domhendersonsr.com, jumpstartcoachinglab.com, and djh-capital.com. The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general. Visit BIFBites.com for more.

Introducing The BIF Review. Apr 09, 2022

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The BIF Bites Podcast team has been quiet for a bit. We've been hard at work in the lab creating something that we are very proud of. It's finally time to share our exciting news!

March 2022 Exam Episode (3/3) Mar 08, 2022

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Adam sits down with Brendan for our final March 2022 Exam episode. The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general. Visit BIFBites.com for more.

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