BIF Bites

Visit BIFBites.com to view the question of the month.

Jerry and Mike invite Brendan Flaherty, CFP®, CIMA®, on to discuss behavioral finance and the curriculum covered by CFP® Education providers.

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.

Jerry Mee is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry.

Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years.

Brendan is a practicing CFP professional based out of Providence RI and is also the Program Director for the Boston Institute of Finance.

Brendan Flaherty, CFP®, CIMA®, is currently a Senior Vice President with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients. He is also the CFP® Program Director for the Boston Institute of Finance.

Visit BIFBites.com to view the question of the month and a reflective article that Jerry wrote on the lessons he learned while working with Gary.

Jerry and Mike invite Gary Wedge on to discuss the challenges faced by today's CFP® candidates. Gary just passed the July 2019 CFP® Exam after 2 previous unsuccessful attempts. This episode is a true must listen for anyone considering CFP® certification.

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.

Jerry Mee is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry.

Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years.

Gary Wedge, CFP® runs a successful Registered Investment Advisor, NewAge Advisors, LLC, where he manages and advises his own clients.

Visit BIFBites.com to view the question of the month.

In this episode Mike and Jerry tackle the kiddie tax and how to calculate it, explain why the fiduciary rule changes are not so scary and make sense of today's retirement plan type "alphabet soup" (ingredients include 401ks, IRAs, SEPs, 457s, 403bs and more).

Jerry Mee is Director of Student Support at the Boston Institute of Finance and has nearly a decade’s worth of experience in the financial services industry.

Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance. He has made his career in financial services and financial services education over the past 38 years.

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 to view the question of the month.

Welcome to the inaugural episode of The Boston Institute of Finance’s new “BIF Bites” podcast with co-hosts Jerry Mee and Mike Long! Listen in as we discuss Roth IRA withdrawals, how to get the most out of your study time and scoring expectations for the CFP Exam.

Jerry Mee is Director of Student Support at the Boston Institute of Finance and has nearly a decade’s worth of experience in the financial services industry.

Mike Long, CFP®, ChFC®, CLU® is the Director of Curriculum for the Boston Institute of Finance. He has made his career in financial services and financial services education over the past 38 years.

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.