BIF Bites

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.

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!

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.

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.

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!

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