BIF Bites

In this episode of BIF Bites, Adam and Jerry sit down to chat about the annual inflation adjustments to the IRS tax code. How these changes impact clients and the important discussions to have with them is covered. Find out what numbers are going up and what numbers are staying the same, and most importantly what that means for the CFP exam.

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. Visit BIFBites.com for more.

Jerry and Adam welcome a new friend! Dominique Henderson, CFP® of Jumpstart Coaching Lab and DHJ Capital Management fame joins the guys to discuss how he supports future financial planning practitioners. We cover the uptick in financial services career changers and explore the essential skills required to build a great career in this industry. The guys also talk about when and how CFP® Education and Exam Prep fit into the career changer’s journey.

Dominique is a husband, father, and thought leader in the financial services industry. His personal mission statement is: R.E.A.L. financial advice has the ability to change family trees, and everyone deserves an opportunity to change their family tree. As a CERTIFIED FINANCIAL PLANNER™, coach, speaker, podcaster, and author, Dominique works to help people to get “unstuck” in their finances and careers so that they can be the best version of themselves.

Learn more here: domhendersonsr.com, jumpstartcoachinglab.com, and djh-capital.com.

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. Visit BIFBites.com for more.

The BIF Bites Podcast team has been quiet for a bit. We've been hard at work in the lab creating something that we are very proud of. It's finally time to share our exciting news!

Adam sits down with Brendan for our final March 2022 Exam episode.

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. Visit BIFBites.com for more.

Adam and Jerry put on their "dad" hats and give practical advice for Exam Day success. Enjoy!

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. Visit BIFBites.com for more.

Adam talks about question difficulty levels and the importance of making your layups. Then he breaks down 3 questions that range in difficulty from very straightforward to very difficult. Best of luck on your Exam!

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. Visit BIFBites.com for more.

We are constantly impressed by our students at The Boston Institute of Finance. Juggling careers, families and more while studying is the norm around here. Shirley did all of that and then some. She recently sat down with us to share her inspirational story that's filled with perseverance and determination. We hope you enjoy.

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. Visit BIFBites.com for more.

Mike and Adam discuss Roth IRA distributions in detail. Mike shares his "stop light" trick, which has led many of his Retirement Planning students to their "aha" moment.

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. Visit BIFBites.com for more.

Adam and Brendan discuss the different behavioral biases exhibited by each American generation. We hit them all... silent, boomers, gen x, and millennials.

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. Visit BIFBites.com for more.

Mike and Jerry consider the role of Spousal IRAs in light of the "great resignation."

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. Visit BIFBites.com for more.