BIF Bites

Latest Episodes:

Question Palooza - Retirement Planning (July 2025 Exam) Jul 08, 2025

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It's day 5 of our 6-day Question Palooza extravaganza. In this episode, Jerry and Adam tackle ESPP and how the different aspects of this retirement benefit are taxed.

Question Palooza - Tax Planning (July 2025 Exam) Jul 07, 2025

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Today Jerry and Adam tackle everyone's favorite topic, taxes! They dive into the taxation of ISO's and also the tricky question writing style of the CFP Board. This is part 4 of a 6-part series going through the top topics of the CFP exam.

Question Palooza - Investment Planning (July 2025 Exam) Jul 06, 2025

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Jerry and Adam are back with Day 3 of Question Palooza!

Today, they tackle investments and discuss what makes a suitable portfolio asset mix for a client looking for inflation protection.

Question Palooza - lnsurance Planning (July 2025 Exam) Jul 05, 2025

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In today's episode, Jerry and Adam discuss homeowners' insurance, covering what is and is not covered.

This is part 2 of a 6-part series going through the top topics of the CFP exam.

Question Palooza - General Principal (July 2025 Exam) Jul 04, 2025

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Jerry and Adam kick off a new edition of Question Palooza! This is part 1 of a 6-part series going through the top topics of the CFP exam.

Tackling Case Studies on the CFP® Exam Jun 20, 2025

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In this episode, Jerry and Adam give their best tips and tricks for tackling the case study section of the CFP Exam!

Business Cycles Jun 06, 2025

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In this episode of BIF Bites, Jerry and Adam dive into the fascinating world of business cycles and economic indicators.

They explore the four phases of the business cycle and discuss how these cycles impact the economy. The crew also breaks down the different types of economic indicators, focusing on leading and lagging indicators. Discover how metrics like new building permits and stock prices serve as early signals of economic shifts, while indicators such as unemployment duration and the consumer price index confirm trends after the fact.

Tune in to gain a deeper understanding of how these indicators help economists and investors navigate the ever-changing economic landscape.

The Dangers of Buy Now, Pay Later May 23, 2025

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In this week's episode, Jerry dives deep into the latest craze in ultra-short-term financing with Klarna, Affirm, and other Buy Now, Pay Later programs.

Ya Down With ESG? May 09, 2025

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In this BIF Bites episode, Adam is joined by Jenny Coombs, Director of Content & Development at US SIF, to discuss the basics of ESG investing, its history, and its importance in sustainable investing strategies. They explore the long-term benefits of ESG investments, the power of collective action, and the role of endowments in sustainable investing. The conversation also covered upcoming events related to sustainable investing, including the US SIF Forum and an Advisor Day event.

So the next time someone asks, "ya down with ESG?" You'll answer with a resounding ..."yeah, you know me!"

US SIF website: www.ussif.org

US SIF Forum 2025: https://www.ussif.org/events-and-networking/conference

Fully Depreciated Dude. Apr 25, 2025

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In this episode, Adam channels 'The Dude' from The Big Lebowski to explain the complex subject of depreciation in business accounting. He explains its purpose and discusses two main methods: straight-line depreciation and the Modified Accelerated Cost Recovery System (MACRS).

Adam also introduces the Half-Year Convention, providing examples of common useful lives for various assets. To wrap it up, he shares a personal experience with rental property depreciation, highlighting why understanding these concepts is crucial for financial planners and their clients.

The BIF Crew Abides.

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