This week Jerry and Adam sit down with Robin Snell, CFP® to discuss the process behind setting up her brand new RIA firm - Nested Financial. Robin tells the story of how she started on the financial planning path and how she made the jump from working in a big box broker dealer’s office to running her own firm. This episode also serves as a guide for any advisors considering making the jump to becoming an independent advisor.

Jerry and Adam give some last-minute help to the July test takers with this new iteration of a BIF Bites classic. The guys break down 6 questions, one from each of the main sections of the CFP curriculum and talk about how they would answer them on the CFP exam.

This week we revisit an early BIF Bites episode that feels particularly relevant again with the July Exam looming ahead on the horizon. We hope you enjoy!

Jerry and Adam connect with Daniel Kopp, CFP®, MA, MS, founder of Wise Stewardship Financial Planning. The conversation explores Daniel's unique experience building and operating a financial practice that focuses on military families and widows.

Jerry and Adam discuss estate planning for the common man. We cover a few simple planning steps that will save loved ones from a world of headaches.

Jerry sits down with his former student, Jeff Sussman, CFP®, to talk about what life is like with the marks. Jeff has now been a CFP® Professional for 18 months. He shares how the marks have enabled him to better help clients, grow his business, and earn recognition from colleagues.

Jerry and Adam discuss the trials and tribulations of helping clients buy a home in the current market. Jerry shares his experience of shopping for a home from both a buyer's perspective and also a CFP’s perspective.

Jerry and Mike cover the complexities of claiming spousal benefits for social security. Listen in for the do's, the don’ts, and the everything in between.

A listener recently requested we cover the business tax gauntlet that is IRC Sections 1231, 1245, and 1250. Adam steps up to help. Do you have a topic request? Let us know!

The BIF Crew put ChatGPT to the test with tough questions:

“Can you pass the CFP® exam?”

“Do you plan on taking financial professional’s jobs?”

“Which risk-adjusted performance measurement should be used when the Beta statistic is unreliable?”

“Are you related to HAL 2000?”

Tune in for a ‘no holds barred’ CFP v. AI BATTLE ROYALE!