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Kandungan disediakan oleh BIF Crew. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh BIF Crew atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
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1 You Can Visit All Seven Continents. But Should You? 26:46
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For many travelers, Antarctica is a bucket-list destination, a once-in-a-lifetime opportunity to touch all seven continents. In 2023, a record-breaking 100,000 tourists made the trip. But the journey begs a fundamental question: What do we risk by traveling to a place that is supposed to be uninhabited by humans? And as the climate warms, should we really be going to Antarctica in the first place? SHOW NOTES: Kara Weller: The Impossible Dilemma of a Polar Guide Marilyn Raphael: A twenty-first century structural change in Antarctica’s sea ice system Karl Watson: First Time in Antarctica Jeb Brooks : 7 Days in Antarctica (Journey to the South Pole) Metallica - Freeze 'Em All: Live in Antarctica Learn about your ad choices: dovetail.prx.org/ad-choices…
Squid Games and CFP?!
Manage episode 459122959 series 3353961
Kandungan disediakan oleh BIF Crew. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh BIF Crew atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
In this week's episode, Jerry breaks down all of the behavioral finance biases in the new season of Squid Games and how they can help you study for the CFP exam.
112 episod
Manage episode 459122959 series 3353961
Kandungan disediakan oleh BIF Crew. Semua kandungan podcast termasuk episod, grafik dan perihalan podcast dimuat naik dan disediakan terus oleh BIF Crew atau rakan kongsi platform podcast mereka. Jika anda percaya seseorang menggunakan karya berhak cipta anda tanpa kebenaran anda, anda boleh mengikuti proses yang digariskan di sini https://ms.player.fm/legal.
In this week's episode, Jerry breaks down all of the behavioral finance biases in the new season of Squid Games and how they can help you study for the CFP exam.
112 episod
Semua episod
×In this episode, Adam channels 'The Dude' from The Big Lebowski to explain the complex subject of depreciation in business accounting. He explains its purpose and discusses two main methods: straight-line depreciation and the Modified Accelerated Cost Recovery System (MACRS). Adam also introduces the Half-Year Convention, providing examples of common useful lives for various assets. To wrap it up, he shares a personal experience with rental property depreciation, highlighting why understanding these concepts is crucial for financial planners and their clients. The BIF Crew Abides.…
In this episode, Jerry dives into the history of Wash sales, how to avoid them, and what to do if you have one.

1 The Preliminary Fail & Retaking the CFP(r) Exam 39:23
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Another CFP(R) exam cycle hascome to a close. Congratulations to those receiving the Preliminary Pass fromthe BIF Crew! For the passing group, it's a time for celebration, relief, andplanning of next steps, both professionally and personally. However,approximately 33-40% of exam takers' exam outcomes aren’t the sought-afterPreliminary Pass but a Preliminary Fail. In the BIF Review, we offerspecialized support for candidates preparing to retake the CFPCertification exam through exclusive webinar sessions. These sessions featurepanel discussions with retakers who succeeded after their initial attempt(s)and webinars on exam strategies, mental preparedness, anxiety management, andstress reduction. Join Adam as he gives you aninside look at the BIF Review, showcasing excerpts from these Special RetakerSessions!…

1 BIF Bites Question Palooza (9th Edition) 38:30
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The Bif crew is back with their most popular segment -Question Palooza!
This week the gang is all here as Jerry, Mike, and Adam go through the most difficult topic from each of the 6 main curriculum areas.

1 End of an Era: Sunsetting the TCJA 19:01
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This week, Jerry gives a rundown of all the changes thatwill revert at the end of this year, when the TCJA is set to expire, and how that will impact the CFP exam.
In this episode of BIF Bites, we're diving into the essential details every Candidate for CFP® Certification needs to know about the Prometric Testing Center. Join Adam as he takes you into "The Room Where It Happens," where your journey to success is just one click away! After clearing a proctor-delivered security check, listen in to discover the ins and outs of the testing process, from the minute you launch the exam, to the moment you receive your Preliminary PASS. We'll cover tips on what to bring, how to prepare, and what to expect on test day. Bad fluorescent overhead lights ... check! Uncomfortable noise canceling headphones ... check! Annoying guy in the next cubicle smacking his gum ... check! A ridiculous CFP Board survey RIGHT before your results ... CHECK! Let's go earn those marks!…
In this week's episode, Jerry takes a look at the insurance situation surrounding the California wildfires and the CFP lessons that can be taken away from it.
In this week's episode, Jerry breaks down all of the behavioral finance biases in the new season of Squid Games and how they can help you study for the CFP exam.

1 2024 - A Year of Giant Steps & Success! 14:49
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In this episode, we reflect on the incredible achievements and milestones BIF reached in 2024. This year was marked by significant growth, innovation, and success! Key Highlights: Expansion and Innovation: BIF expanded its reach, introducing many new students into our CFP education and CFP exam prep course, the BIF Review! Educational Initiatives: Our commitment to education was stronger than ever. We rolled out a new video-based financial calculator course, delivered by Jerry Mee! Additionally, we introduced 23 full-ride scholarship recipients into the Bryant/BIF CFP education course through a collaboration with Measure Twice Planners and Cody Garrett. Finally, we welcomed extraordinary new instructors to the Bryant/BIF CFP education classrooms: Jennifer Belmont Jennings in Estate Planning & Eric Scruggs in Tax Planning! Collaborative Projects: 2024 was a year of collaboration. We partnered with Michael Kitces, Michael Lecours and fpPathfinder, and Dr. Klontz + Dr. Chaffin to bring their Psychology of Financial Planning curriculum and designation into the BIF courses! Podcast! Last but NOT LEAST, we celebrated a podcast milestone in 2024 by recording and releasing our 100th episode! It's been a long, strange, fun, informative, wild trip. We're excited to keep on truckin'.…
In this week's episode, Jerry goes through a breakdown of Tariffs. What they are, their history, and an unbiased breakdown of their pros and cons. The BIF Bites podcast covers topics that are important to those seeking CFP® certification and really anyone that wants to better understand the financial services industry in general.…

1 Who's Afraid of A Little Estate Planning? w/Jennifer Belmont Jennings 33:31
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Join us for an insightful episode of the BIF Bites Podcast as we dive into estate planning with our NEW BIF/Bryant CFP® Instructor, Jennifer Belmont Jennings, a practicing attorney and CFP® Professional. Estate planning might sound daunting, but Jennifer breaks it down into simple, understandable best practices. Whether your clients are starting or are looking to refine their existing estate plans, this episode is packed with practical advice and tips. Tune in to take the fear out of estate planning in practice and on exam day! Be sure to connect with Jennifer on LinkedIn: https://www.linkedin.com/in/j-belmont-jennings/…

1 Episode 100! Question Palooza (November 2024) 50:43
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Jerry and Adam celebrate the 100th BIF Bites Podcast episode (woohoo!!) with everyone’s favorite segment... The BIF Bites CFP® Exam Question Palooza!
This week, Jerry shares some really important tips and answer all those pressing questions you have about the financial calculator and nailing your CFP exam. Make sure to tune in so you are prepared on your big day!

1 THE CFP® Exam Question Breakdown Checklist! 19:22
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In this episode, Adam shares a valuable resource for candidates preparing for the CFP® Exam. He introduces the 'Question Breakdown Checklist' to help candidates dissect exam questions effectively. Adam explains how this checklist aids in identifying the core of each question, ensuring that candidates apply the correct information to arrive at the right answers. Ready to boost your confidence and performance on exam day? CHECK. LET'S GO!…
In this week’s episode, Jerry goes over the many financial lessons he learned while planning his recent wedding.
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BIF Bites

In this thrilling episode of BIF Bites, BIF Crew super-sleuth Adam dives into a gripping case of academic intrigue. Recounting a dramatic short scenario in which a rogue educator cunningly infiltrated the BIF Review, Adam leverages the CFP Board's Code of Ethics and Standards of Conduct to unravel the mystery and identify the most likely violations. Get your pipe and tweed jacket (with padded elbows), and join us for some CFP detective work! Please Note: Adam references CFP Board Case #23036, however, the correct Case ID is #23337 which can be viewed here: https://www.cfp.net/-/media/case-histories/case-document/ach_23337.pdf.…
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BIF Bites

1 The BIF Crew Dissects 1983's Trading Places 20:24
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Jerry goes back to the movies this week to explore the 1983 comedy classic Trading Places. What can CFP candidates and professionals learn from Eddie Murphy and Dan Aykroyd? Listen in to find out!
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BIF Bites

1 New BIF Content Partner: Financial Psychology Institute! 19:37
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On this BIF Bites episode Adam welcomes Dr. Charles Chaffin from the Financial Psychology Institute to chat about a new partnership for BIF! The Financial Psychology Institute provides professional coaching and educational services in the fields of financial psychology and financial planning to financial professionals, therapists, and coaches. For more information, visit psychologyoffinancialplanning.com.…
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BIF Bites

-Cue the ‘COPS’ theme song. In this week’s episode, Jerry and Adam go through the CFP Board Case Histories, a database that includes information about orders issued by the Disciplinary and Ethics Commission (DEC). They discuss violations committed by Candidates for CFP® Certification & practicing CFP® Professionals to learn how CFP Board handled their cases and what disciplinary actions were imposed.…
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BIF Bites

In this episode, Jerry goes over the valuable lessons on cash value life insurance that we can learn from the classic holiday movie It’s a Wonderful Life.
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BIF Bites

1 July 2024 CFP Exam Question Palooza! 46:32
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Jerry and Adam serve up a few last-minute practice reps for July Exam takers with a fresh version of the classic BIF Bites Question Palooza. The guys work through 6 questions. Listen in to hear how they break down each question body and then work through each answer stem.
This just in: Boston-area meteorologists believe this BIF Bites episode will break all-time heat index records. Listen up as Adam delivers five sizzling-hot CFP® Exam takes that will guide your homestretch studies and keep it 100% as you head towards your Exam. Crank your AC and your volume up to the MAX!…
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BIF Bites

1 Introducing a new BIF Content Partner... fpPathfinder! 42:29
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On today's BIF Bites episode Adam welcomes on fpPathfinder's co-founder Michael Lecours, CFP® to chat about a new partnership between BIF and fpPathfinder. Listen in to learn why we believe this partnership will greatly benefit BIF's students.
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BIF Bites

In this episode, Jerry walks through a theoretical retirement plan using everyone’s favorite video game plumber, Super Mario, as a case study.
We can't be friends with everyone... Jerry Seinfeld hates Newman... Mike Long hates IRMAA. Listen in to hear why.
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BIF Bites

1 Currency Exchanges: A Financial Travelogue 43:06
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In this week’s episode, the BIF Crew discusses the workings of international currency exchange using Adam's recent trip to Iceland as an example. Jerry shares tutoring-tested strategies to simplify exchange rate calculations. Adam recounts how an Icelandic ATM machine helped his kids understand currency exchanges!…
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BIF Bites

1 What to Do If You Win the Lottery? 28:33
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Listen in as Jerry covers all of the financial planning considerations that go along with winning the lottery or other large unexpected windfall.
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BIF Bites

Jerry views cryptocurrency as the future currency in the global economy and a high-risk/high-reward store of value that, if handled properly, could lead to large portfolio gains. In Adam’s mind, cryptocurrency is like the screaming parent at Little League field: volatile and unpredictable, with behavior that cannot be explained logically. Listen in as these BIF guys square off in ‘The Great Crypto Debate’.…
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BIF Bites

Question palooza is back, this time with double the action and double the fun! Jerry and Adam round out a baker's dozen of CFP exam questions and discuss how they would approach answering each one.
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