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Grown-Up Stuff: How to Adult


1 Favorite Grown-Up Moments from Season 3 40:54
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Taxes, Voting, Recycling—oh my! After navigating this jungle of grown-up responsibilities together, we're taking a quick summer breather to recharge our adulting batteries. But before we temporarily hang up our responsible pants, join us for this special episode packed with our favorite kernels of wisdom from the season so far AND get an exclusive preview of the fresh adulting adventures awaiting you when Grown-Up Stuff returns in late summer! Think of this episode as your adulting victory lap—complete with confetti and zero paperwork required! See omnystudio.com/listener for privacy information.…
BIF Bites
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Konten disediakan oleh BIF Crew. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh BIF Crew atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
The BIF Bites podcast covers topics that are important to anyone that wants to better understand the financial services industry.
…
continue reading
121 episode
Tandai semua (belum/sudah) diputar ...
Manage series 3353961
Konten disediakan oleh BIF Crew. Semua konten podcast termasuk episode, grafik, dan deskripsi podcast diunggah dan disediakan langsung oleh BIF Crew atau mitra platform podcast mereka. Jika Anda yakin seseorang menggunakan karya berhak cipta Anda tanpa izin, Anda dapat mengikuti proses yang diuraikan di sini https://id.player.fm/legal.
The BIF Bites podcast covers topics that are important to anyone that wants to better understand the financial services industry.
…
continue reading
121 episode
Semua episode
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BIF Bites

It was the 1960s—bellbottoms, Beatles, and flower power ruled the day while America's youth challenged authority at every turn. But while Jimi Hendrix was setting guitars ablaze, California businessman Clifford D. Crummey was quietly funding his family's life insurance trust with annual Christmas gifts—until the IRS claimed those gifts didn't qualify for tax exclusion. Embodying the rebellious spirit of his times, Crummey fought back and won a 1968 court battle that revolutionized wealth transfer forever. Today, "Crummey Powers" help sophisticated families move millions tax-free through dynasty trusts, proving that sometimes the most powerful estate planning tools come from the most unexpected places. Welcome to the summer of Peace, Love, and Crummey Powers—where one man's fight created a legacy that continues to stick it to the IRS, one trust gift at a time.…
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BIF Bites

1 You Passed Your CFP(r) Exam... What Comes Next? 45:21
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In this week's BIF Bites episode, Jerry and Adam sit down to discuss life after passing the CFP(r) Exam.
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BIF Bites

1 Question Palooza - Estate Planning (July 2025 Exam) 19:41
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In the final instalment of this Question Palooza series, Jerry and Adam tackle the best way to gift a family business as part of an estate plan.
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BIF Bites

1 Question Palooza - Retirement Planning (July 2025 Exam) 15:00
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It's day 5 of our 6-day Question Palooza extravaganza. In this episode, Jerry and Adam tackle ESPP and how the different aspects of this retirement benefit are taxed.
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BIF Bites

1 Question Palooza - Tax Planning (July 2025 Exam) 9:48
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Today Jerry and Adam tackle everyone's favorite topic, taxes! They dive into the taxation of ISO's and also the tricky question writing style of the CFP Board. This is part 4 of a 6-part series going through the top topics of the CFP exam.
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BIF Bites

1 Question Palooza - Investment Planning (July 2025 Exam) 14:11
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Jerry and Adam are back with Day 3 of Question Palooza! Today, they tackle investments and discuss what makes a suitable portfolio asset mix for a client looking for inflation protection.
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BIF Bites

1 Question Palooza - lnsurance Planning (July 2025 Exam) 14:30
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In today's episode, Jerry and Adam discuss homeowners' insurance, covering what is and is not covered. This is part 2 of a 6-part series going through the top topics of the CFP exam.
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BIF Bites

1 Question Palooza - General Principal (July 2025 Exam) 14:52
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Jerry and Adam kick off a new edition of Question Palooza! This is part 1 of a 6-part series going through the top topics of the CFP exam.
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BIF Bites

1 Tackling Case Studies on the CFP® Exam 41:12
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In this episode, Jerry and Adam give their best tips and tricks for tackling the case study section of the CFP Exam!
In this episode of BIF Bites, Jerry and Adam dive into the fascinating world of business cycles and economic indicators. They explore the four phases of the business cycle and discuss how these cycles impact the economy. The crew also breaks down the different types of economic indicators, focusing on leading and lagging indicators. Discover how metrics like new building permits and stock prices serve as early signals of economic shifts, while indicators such as unemployment duration and the consumer price index confirm trends after the fact. Tune in to gain a deeper understanding of how these indicators help economists and investors navigate the ever-changing economic landscape.…
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BIF Bites

In this week's episode, Jerry dives deep into the latest craze in ultra-short-term financing with Klarna, Affirm, and other Buy Now, Pay Later programs.
In this BIF Bites episode, Adam is joined by Jenny Coombs, Director of Content & Development at US SIF, to discuss the basics of ESG investing, its history, and its importance in sustainable investing strategies. They explore the long-term benefits of ESG investments, the power of collective action, and the role of endowments in sustainable investing. The conversation also covered upcoming events related to sustainable investing, including the US SIF Forum and an Advisor Day event. So the next time someone asks, "ya down with ESG?" You'll answer with a resounding ..."yeah, you know me!" US SIF website: www.ussif.org US SIF Forum 2025: https://www.ussif.org/events-and-networking/conference…
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.
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BIF Bites

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!…
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BIF Bites

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.
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BIF Bites

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!…
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BIF Bites

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.
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BIF Bites

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.…
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BIF Bites

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/…
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BIF Bites

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!
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BIF Bites

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.
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.…
-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.…
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

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

Listen in as Jerry covers all of the financial planning considerations that go along with winning the lottery or other large unexpected windfall.
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’.…
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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BIF Bites

1 CFP® Questions & Misconceptions: Financial Calculator 23:16
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Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review. Our “CFP® Questions & Misconceptions” mini-series is a place to share and talk through those questions. Jerry takes the reins solo in this episode as he covers three of the most common mistakes students make with their financial calculators.…
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BIF Bites

1 Young vs. Experienced: The 2 Types of CFP Students 51:12
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Mike, Jerry and Adam sit down to discuss the strengths and weaknesses of the two types of CFP students, those brand new to the industry, and those with several years of experience. See what new to the industry students can do to get a leg up, and learn how having too much experience can be a double-edged sword.…
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BIF Bites

1 CFP® Questions & Misconceptions: General Principles 19:50
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Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review. Our “CFP® Questions & Misconceptions” mini-series is a place to share and talk through those questions. Jerry is tackling General Principles today. Enjoy!…
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