BIF Bites

Life, Liberty, and the Pursuit of Coverage 26.06.2026 32min

Celebrate the Fourth of July with a fun look at insurance planning. From fireworks mishaps to homeowners, auto, liability, and umbrella coverage, learn how different policies help protect you when celebrations don't go as planned.Don't just rely on BIF Bites! Get exam ready with ⁠⁠⁠The BIF Review⁠⁠⁠.

CFP® Trivia Showdown: Tiffany vs. Jerry Round 2 12.06.2026 36min

Tiffany and Jerry return for Round 2 of CFP® Trivia Showdown. From bankruptcy chapters and Social Security rules to retirement planning and estate strategies, expect competition, laughs, and plenty of CFP® exam insights.Don't just rely on BIF Bites! Get exam ready with ⁠⁠The BIF Review⁠⁠.

CFP® Trivia Battle: Jerry vs. Tiffany 28.05.2026 29min

Think you can outscore Jerry and Tiffany? Join this CFP® exam trivia showdown covering tax, retirement, insurance, investments, and estate planning. Play along, test yourself, and claim bragging rights.Don't just rely on BIF Bites! Get exam ready with ⁠The BIF Review⁠.

Memory Tips and Mnemonic Tricks 15.05.2026 23min

In this episode, Jerry, Tiffany, and Kaylee share memorization tools like mnemonics and acronyms to help you remember tricky topics for the CFP® Exam. Don't just rely on BIF Bites! Get exam ready with The BIF Review.

Ethics, Standards, and Procedural Rules (It's More Exciting Than You Think!) 01.05.2026 38min

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 23.04.2026 37min

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) 03.04.2026 23min

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 23.03.2026 34min

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 06.03.2026 38min

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 20.02.2026 38min

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 06.02.2026 44min

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 23.01.2026 33min

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 09.01.2026 39min

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 12.12.2025 45min

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!

Penny for Your Thoughts 28.11.2025 22min

The U.S. Treasury is officially ending production of the penny, and our sweet, sweet Mr. Lincoln coin is sailing off into the sunset. In this episode, hosts Jerry and Kaylee discuss the economic and cultural ripple effects of this decision. What does this mean for cash transactions, the 99-cent store, and the future of physical currency in an increasingly digital world? Join us as we break down the cents and sensibility of a world without the one-cent coin. You won't want to miss our two cents on the topic.Want to learn more about other topics? Check out BIF's resource page with our podcasts, blogs, and infographics!

CRAT CRUT GRAT GRUT SOUP 13.11.2025 9min

Understanding estate trust options can feel like wading through alphabet soup—what do all the letters mean and how do you keep them straight? Don't worry! Jerry Mee, CFP® is ladling out his knowledge, including the easiest way to remember each estate trust acronym, what these trusts do, and how to keep them straight for exam day.Get ready to pass the exam with The BIF Review! Our 8-week CFP® Exam prep course covers everything you need to know (and we have a lot of fun doing it). Try The BIF Review FREE for 30 days!

Question Palooza (November 2025 CFP Exam) 06.11.2025 59min

It's that time of year again! Jerry and Adam are joined by Kaylee, the newest member of the BIF Crew as they dive into a fresh set of exam questions to help you get ready for the November 2025 CFP® Exam. Ready to turn today’s insights into an organized study plan? Check out The BIF Review! It's our streamlined, eight-week CFP® Exam prep course that gets you ready to pass the exam while keeping you out of the weeds. Try it free for 30 days!

All About Viaticals 10.10.2025 14min

This week, Jerry sits down to talk all about viatical settlements, how to qualify for them, what the transfer for value is and why you need to know about them for the CFP® Exam. Get more structured, effective prep for the CFP® Exam with The BIF Review. In eight weeks, you'll get the resources, materials, and support you need to pass the exam and earn your marks. Learn more about The BIF Review and try it free!

CFP® Exam Study Groups: Get By With a Little Help From Your Friends 26.09.2025 38min

In this episode of BIF Bites, Kaylee makes her debut as the newest BIF Crew member, sharing best practices for CFP® Exam study groups. Learn about her multi-group strategy that combines 1:1 partnerships, small virtual groups, and larger practice sessions. Plus, she's sharing tips on making the most of group studying through time management and how to leverage diverse professional backgrounds and maximize learning through active participation. Kaylee also contrasts different study approaches and wraps up with practical advice for forming effective groups, whether virtual or in-person, along with a challenge for listeners to apply these strategies in the week ahead.Ready to turn today’s insights into success on the CFP® Exam? Check out The BIF Review—our streamlined, eight-week CFP® Exam prep course where you learn exactly what you need to know to pass the exam from practicing CFP® professionals. Plus, BIF Review students get access to our Facebook group where you can connect with other candidates, which is a great place to form study groups! Learn more about The BIF Review here.

So You Won The Lottery... 05.09.2025 20min

In this episode, Jerry lays out a clear, practical game plan for what to do after a life-changing financial windfall. Whether you've hit the jackpot yourself or you're advising a client who has, let's walk through the essential first steps. From staying grounded to assembling the right team and making smart, long-term decisions. Don't let sudden wealth become a sudden problem for you or for one of your clients.