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!
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59:22
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59:22
All About Viaticals
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!
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14:05
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14:05
CFP® Exam Study Groups: Get By With a Little Help From Your Friends
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.
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38:36
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38:36
So You Won The Lottery...
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.
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20:33
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20:33
Hobby Lobby Tax Scandal
In this episode of the BIF Bites podcast, Jerry dives into the Hobby Lobby Scandal from 2010 and how we can use it for an important lesson for the 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!
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