BIF Bites

Latest Episodes:

Ethics, Standards, and Procedural Rules (It's More Exciting Than You Think!) May 01, 2026

Show notes

Jerry, Kaylee, and Tiffany are talking about CFP Board's Code of Ethics and Practice Standards. They're diving into the seven steps of the financial planning process, common exam pitfalls and traps, and what may happen if you break the rules (spoiler: it's not good).

BIF Bites is a great way to reinforce your knowledge and get some more practical insights into concepts! But to get CFP® Exam ready, check out The BIF Review and see how we've helped thousands of candidates pass their exams and earn their marks.

The Tax Day Episode Apr 23, 2026

Show notes

On this episode, dive into One Big Beautiful Bill updates with Jerry, Kaylee, and Tiffany. Learn about the $40,000 SALT deduction, new charitable and medical rules, and avoiding failure-to-file penalties. This is absolutely essential listening for both tax planning and CFP® Exam prep.

Speaking of CFP® Exam prep, check out The BIF Review! Our eight-week CFP® review course will get you exam ready with concept videos, textbooks, question breakdowns, question banks, and so much more!

The EGG Episode (Video) Apr 03, 2026

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Welcome to our first video episode of BIF Bites! This week, Jerry, Kaylee, and Tiffany are celebrating Easterby talking about the EGG rule. Specifically, they’re explaining ISOs and NQSOs, their tax benefits, the EGG rule, and how stock options help businesses attract, retain, and reward employees.

BIF Bites is a great way to supplement your studying for the CFP® Exam, but to truly get Exam Ready, check out The BIF Review, our comprehensive CFP® Exam prep course.

The Real Worth of a Pot of Gold Mar 23, 2026

Show notes

In this St. Patrick's Day-themed episode, Jerry and Kaylee discuss the real-world worth of a Leprechaun's pot of gold and how economic policy in Japan has skyrocketed its value!

Part 2: Questionpalooza March 2026 Mar 06, 2026

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Get ready for another round of Questionpalooza with Jerry, Kaylee, and Tiffany! In this episode, we're tackling your toughest questions on tax, retirement, and estate planning to get you prepped for the CFP® Exam. Tune in as we break down complex topics, including the new One Big Beautiful Bill updates.

While BIF Bites is a great way to enhance your knowledge, get CFP Exam-ready with The BIF Review - a streamlined review course that walks you through exactly what you need to know!

Questionpalooza: March 2026 Feb 20, 2026

Show notes

Jerry, Kaylee, and Tiffany are back with everyone's favorite CFP game show! Test your knowledge of financial aid, stock valuation, and more as the BIF Crew breaks down a new batch of questions with practical insights to help you ace the CFP Exam.

Don't just rely on BIF Bites to pass the CFP® Exam! Try the BIF Review free for 30 days, and see how we've helped thousands of candidates pass the exam and earn their marks.

https://www.bostonifi.com/cfp/bif-review#bif-demo

The Superbowl Episode Feb 06, 2026

Show notes

Jerry and Kaylee welcome the newest member of the BIF Crew, Tiffany, to the podcast. The trio take on a Superbowl trifecta with three different sports-adjacent CFP® topics, including the time value of money, behavioral finance, and the self-employment tax!

Business Inventory Accounting & Valuation Jan 23, 2026

Show notes

Jerry and Kaylee are diving into the essential business accounting methods and inventory valuation strategies. They're breaking down cash, accrual, and hybrid accounting methods plus FIFO, LIFO, and so much more, so you'll have a better understanding of how the choices business owners make can impact their profits and taxes.

In the BIF Review, you'll learn even more about this and other essential CFP® Exam topics - try it free for 30 days!

Financial Advice Vs. Financial Planning Jan 09, 2026

Show notes

Jerry and Kaylee sit down to talk about financial advice vs financial planning—how they're different and how to determine which is which. They're also going over some practice questions and case studies from CFP Board to help you test your knowledge.

Getting ready for the CFP® Exam? Try The BIF Review free for 30 days to see how we get you ready to pass! https://www.bostonifi.com/cfp/bif-review#bif-demo

The Halfway Point Dec 12, 2025

Show notes

Kaylee is now at the halfway point of her CFP® journey! She's sitting down with Jerry to talk about how it's going so far with her CFP® Education coursework, including her favorite courses and most difficult topics in the curriculum.

Want to start your own CFP® journey? Get started here!

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