BIF Bites

BIF Crew
BIF Bites
Latest episode

137 episodes

  • 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!
  • BIF Bites

    Business Inventory Accounting & Valuation

    01/23/2026 | 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

    01/09/2026 | 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

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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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