BIF Bites

Latest Episodes:

Bear Markets of the Past Century Mar 18, 2020

Show notes

The BIF Bites team walks down market memory lane and examines bear markets from the past 100 years. Jerry, Mike and Brendan discuss the causes and timelines of each market crash before also exploring the lessons learned from each. Yes, these are scary times and we must acknowledge that. But we must also look to the past and realize that we have been here before. And in the past we have persevered and rebound each time. Let's do it again. Together. 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. Jerry Mee is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry. Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years. Brendan Flaherty, CFP®, CIMA®, is currently a Senior Vice President with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients. He is also the CFP® Program Director for the Boston Institute of Finance.

Bonus Episode: Exam Day Tips & Insights Mar 02, 2020

Show notes

With the March Exam window just around the corner, Jerry, Mike, and Brendan sit down to cover their favorite test taking tips in this "bonus" episode of BIF Bites. We cover health and wellness, what to expect on Exam Day, how to maintain focus and much, much more. Click play to hear what you should be doing the week before, the day before, and the hour before you walk into your testing center. 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. Jerry Mee is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry. Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years. Brendan Flaherty, CFP®, CIMA®, is currently a Senior Vice President with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients. He is also the CFP® Program Director for the Boston Institute of Finance.

New SECURE Act: How will it affect you? Jan 20, 2020

Show notes

Visit BIFBites.com to view the question of the month and CFP® Board's "Key Elements of SECURE Act" resource. In this month’s episode of BIF Bites Jerry, Mike, and Brendan discuss how the new SECURE Act will impact both clients and financial advisors. The SECURE (Setting Every Community Up for Retirement Enhancement) Act is the biggest regulation update since the Tax Cuts and Jobs Act. Listen in as our hosts discuss the changes SECURE will have on retirement plans, 529s and more. 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. Jerry Mee is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry. Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years. Brendan Flaherty, CFP®, CIMA®, is currently a Senior Vice President with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients. He is also the CFP® Program Director for the Boston Institute of Finance.

End of Year Planning Dec 12, 2019

Show notes

Visit BIFBites.com to view the question of the month. In this episode Mike and Jerry welcome back Brendan Flaherty to cover end of year financial planning topics such as tax loss harvesting, wash sales and the gift tax. They also cover good financial planning practices to avoid mistakes that can arise from rushing decisions at year end. 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. Jerry Mee is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry. Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years. Brendan Flaherty, CFP®, CIMA®, is currently a Senior Vice President with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients. He is also the CFP® Program Director for the Boston Institute of Finance.

Behavioral Finance with Guest Host Brendan Flaherty Nov 08, 2019

Show notes

Visit BIFBites.com to view the question of the month. Jerry and Mike invite Brendan Flaherty, CFP®, CIMA®, on to discuss behavioral finance and the curriculum covered by CFP® Education providers. 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. Jerry Mee is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry. Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years. Brendan is a practicing CFP professional based out of Providence RI and is also the Program Director for the Boston Institute of Finance. Brendan Flaherty, CFP®, CIMA®, is currently a Senior Vice President with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients. He is also the CFP® Program Director for the Boston Institute of Finance.

Exam Edition with Guest Host Gary Wedge Oct 17, 2019

Show notes

Visit BIFBites.com to view the question of the month and a reflective article that Jerry wrote on the lessons he learned while working with Gary. Jerry and Mike invite Gary Wedge on to discuss the challenges faced by today's CFP® candidates. Gary just passed the July 2019 CFP® Exam after 2 previous unsuccessful attempts. This episode is a true must listen for anyone considering CFP® certification. 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. Jerry Mee is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry. Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years. Gary Wedge, CFP® runs a successful Registered Investment Advisor, NewAge Advisors, LLC, where he manages and advises his own clients.

Kiddie Tax, Fiduciary Rules and Retirement Alphabet Soup Sep 10, 2019

Show notes

Visit BIFBites.com to view the question of the month. In this episode Mike and Jerry tackle the kiddie tax and how to calculate it, explain why the fiduciary rule changes are not so scary and make sense of today's retirement plan type "alphabet soup" (ingredients include 401ks, IRAs, SEPs, 457s, 403bs and more). Jerry Mee is Director of Student Support at the Boston Institute of Finance and has nearly a decade’s worth of experience in the financial services industry. Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance. He has made his career in financial services and financial services education over the past 38 years. 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.

Study Plans, Quiz Scores, and Roths Jul 16, 2019

Show notes

Visit BIFBites.com to view the question of the month. Welcome to the inaugural episode of The Boston Institute of Finance’s new “BIF Bites” podcast with co-hosts Jerry Mee and Mike Long! Listen in as we discuss Roth IRA withdrawals, how to get the most out of your study time and scoring expectations for the CFP Exam. Jerry Mee is Director of Student Support at the Boston Institute of Finance and has nearly a decade’s worth of experience in the financial services industry. Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance. He has made his career in financial services and financial services education over the past 38 years. 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.

Our TOPPODCAST Picks

Follow Us

Stay Connected

Related Podcasts

Links

Stay Connected