BIF Bites

BIF Crew
BIF Bites
Latest episode

135 episodes

  • BIF Bites

    The Superbowl Episode

    2/06/2026 | 44 mins.
    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!
  • BIF Bites

    Business Inventory Accounting & Valuation

    1/23/2026 | 33 mins.
    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!
  • BIF Bites

    Financial Advice Vs. Financial Planning

    1/09/2026 | 39 mins.
    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
  • BIF Bites

    The Halfway Point

    12/12/2025 | 45 mins.
    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!
  • BIF Bites

    Penny for Your Thoughts

    11/28/2025 | 22 mins.
    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!

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About BIF Bites

The BIF Bites podcast covers topics that are important to anyone that wants to better understand the financial services industry.
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