On this BIF Bites episode Adam welcomes Dr. Charles Chaffin from the Financial Psychology Institute to chat about a new partnership for BIF! The Financial Psychology Institute provides professional coaching and educational services in the fields of financial psychology and financial planning to financial professionals, therapists, and coaches. For more information, visit psychologyoffinancialplanning.com.
-Cue the ‘COPS’ theme song. In this week’s episode, Jerry and Adam go through the CFP Board Case Histories, a database that includes information about orders issued by the Disciplinary and Ethics Commission (DEC). They discuss violations committed by Candidates for CFP® Certification & practicing CFP® Professionals to learn how CFP Board handled their cases and what disciplinary actions were imposed.
In this episode, Jerry goes over the valuable lessons on cash value life insurance that we can learn from the classic holiday movie It’s a Wonderful Life.
Jerry and Adam serve up a few last-minute practice reps for July Exam takers with a fresh version of the classic BIF Bites Question Palooza. The guys work through 6 questions. Listen in to hear how they break down each question body and then work through each answer stem.
This just in: Boston-area meteorologists believe this BIF Bites episode will break all-time heat index records. Listen up as Adam delivers five sizzling-hot CFP® Exam takes that will guide your homestretch studies and keep it 100% as you head towards your Exam. Crank your AC and your volume up to the MAX!
On today's BIF Bites episode Adam welcomes on fpPathfinder's co-founder Michael Lecours, CFP® to chat about a new partnership between BIF and fpPathfinder. Listen in to learn why we believe this partnership will greatly benefit BIF's students.
In this episode, Jerry walks through a theoretical retirement plan using everyone’s favorite video game plumber, Super Mario, as a case study.
We can't be friends with everyone... Jerry Seinfeld hates Newman... Mike Long hates IRMAA. Listen in to hear why.
In this week’s episode, the BIF Crew discusses the workings of international currency exchange using Adam's recent trip to Iceland as an example. Jerry shares tutoring-tested strategies to simplify exchange rate calculations. Adam recounts how an Icelandic ATM machine helped his kids understand currency exchanges!
Listen in as Jerry covers all of the financial planning considerations that go along with winning the lottery or other large unexpected windfall.
Jerry views cryptocurrency as the future currency in the global economy and a high-risk/high-reward store of value that, if handled properly, could lead to large portfolio gains. In Adam’s mind, cryptocurrency is like the screaming parent at Little League field: volatile and unpredictable, with behavior that cannot be explained logically. Listen in as these BIF guys square off in ‘The Great Crypto Debate’.
Question palooza is back, this time with double the action and double the fun! Jerry and Adam round out a baker's dozen of CFP exam questions and discuss how they would approach answering each one.
Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review. Our “CFP® Questions & Misconceptions” mini-series is a place to share and talk through those questions. Jerry takes the reins solo in this episode as he covers three of the most common mistakes students make with their financial calculators.
Mike, Jerry and Adam sit down to discuss the strengths and weaknesses of the two types of CFP students, those brand new to the industry, and those with several years of experience. See what new to the industry students can do to get a leg up, and learn how having too much experience can be a double-edged sword.
Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review. Our “CFP® Questions & Misconceptions” mini-series is a place to share and talk through those questions. Jerry is tackling General Principles today. Enjoy!
Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review. Our “CFP® Questions & Misconceptions” mini-series is a place to share and talk through those questions. Mike Long flies solo in this episode as he navigates some common misconceptions our students experience in the 3 major insurance topics.
Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review. Our “CFP® Questions & Misconceptions” mini-series is a place to share and talk through those questions. Today Adam wraps up 2023 with a few common misconceptions from Estate Planning.
In this episode, Adam and Jerry talk about COLLECTIBLES. There are special rules governing the tax treatment of collectibles held for investment purposes that you need to know. Also, there are special considerations for protecting your collectible investments by way of insurance coverage. All of this and more are covered! Look out Comi-Con, here comes the BIF Crew!
Every year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review. In our newest BIF Bites podcast mini-series “CFP® Questions & Misconceptions” we’ll share these FAQs, plus, the concepts that are most likely to cause confusion. This week, Mike shared some common misconceptions in Retirement Planning that he noted during the recently concluded November 2023 CFP Exam. Listen in for CFP® enlightenment.
Homes are one of the most valuable assets in a client’s financial ecosystem and mortgages are an area where financial planners can provide valuable insight and support, adding a ton of value along the way. This week, Jerry and Adam talk about down payments, lending ratios, PITI, PMI, VA mortgages, USDA mortgages, and much more. “We P.I.T.I the fool” that misses this episode!
Every year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review. In our newest BIF Bites podcast mini-series “CFP® Questions & Misconceptions” we’ll share these FAQs, plus, the concepts that are most likely to cause confusion. Jerry continues the solo series this week covering the biggest misunderstandings students run across in the Investment Planning coursework. Listen in for CFP® enlightenment.
Every year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review. In our newest BIF Bites podcast mini-series “CFP® Questions & Misconceptions” we’ll share these FAQs, plus, the concepts that are most likely to cause confusion. This week, Adam delivers some tax fact-checks! He covers AGI v. taxable income, capital gains & tax rates, MAGI, business deductions, and HSA tax benefits. Listen in for CFP® enlig...
Mike, Jerry, and Adam recorded this important roundtable discussion to support all who fell short of the ‘Preliminary Pass’ on their recent CFP® exam. The BIF Crew shares common retaker pitfalls, best practices, strategies for interpreting results, and the importance of self-reflection before diving into another CFP® exam cycle. “What is delayed is not denied.” – Dawn Staley
Jerry and Adam sit down with financial advisor and financial content producer Anthony Ruffalo to discuss content and social media strategies that yield meaningful results.
It's the final round of our inaugural BIF Bites CFP Snake Draft. A champion will be crowned soon. To cast your vote please head over to BIFBites.com and let us know who drafted the best overall squad!
Here it is... the one... the only... The BIF Bites QUESTION PALOOZA!
Every single one of BIF's Monte Carlo simulation machines crashed when we fed them the data from our most recent CFP Snake Draft round. Here are the highlights... • Adam’s bold first pick earns him the awful nickname “Vanilla ISO” • Jerry shocks the crew with a sneaky move-up in the draft order • Mike reminds us that ‘eligible designated beneficiary’ is not a status on your dating app Listen in and enjoy!
Each CFP® Exam cycle Adam invites back former BIF Review students to share their own personal study experiences with the current group of BIF Review students that are actively preparing for the next upcoming Exam. We've decided to release a few of these recent conversations here as a BIF Bites podcast episode so that the broader CFP® community can listen in and benefit. Amy Thorsen, CFP®, Jackie Cummings Koski, CFP®, MSPFP, AFC®, and Jeremy Pichette each serve up their own Top 3 Study Strategies...
This week Jerry and Adam sit down with Dr. Michael Thomas of Modom Solutions and the University of Georgia to discuss Financial Empathy. Learn the importance and how to better connect and understand your clients on an empathetic level in order to better serve their needs.
Jerry and Adam sit down with Hannah Moore to discuss the FPA Externship Program that she runs. Learn how students can gain valuable industry experience and hundreds of credit hours toward the CFP experience requirement.
