BIF Bites

BIF Crew
BIF Bites
Latest episode

139 episodes

  • BIF Bites

    The EGG Episode (Video)

    04/03/2026 | 23 mins.
    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.
  • BIF Bites

    The Real Worth of a Pot of Gold

    03/23/2026 | 34 mins.
    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!
  • BIF Bites

    Part 2: Questionpalooza March 2026

    03/06/2026 | 38 mins.
    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!
  • BIF Bites

    Questionpalooza: March 2026

    02/20/2026 | 38 mins.
    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
  • BIF Bites

    The Superbowl Episode

    02/06/2026 | 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!

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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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