BIF Bites

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.

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.

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.

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!

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.

Mike Long flies solo in this episode as he navigates some common misconceptions our students experience in the 3 major insurance topics.

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.

Today Adam wraps up 2023 with a few common misconceptions from Estate Planning.

In this episode, Adam and Jerry talk about COLLECTIBLES. There are special rules governing the tax treatment of collectibles held for investment purposes that you need to know. Also, there are special considerations for protecting your collectible investments by way of insurance coverage. All of this and more are covered!

Look out Comi-Con, here comes the BIF Crew!

Every year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review. In our newest BIF Bites podcast mini-series “CFP® Questions & Misconceptions” we’ll share these FAQs, plus, the concepts that are most likely to cause confusion.

This week, Mike shared some common misconceptions in Retirement Planning that he noted during the recently concluded November 2023 CFP Exam.

Listen in for CFP® enlightenment.

Homes are one of the most valuable assets in a client’s financial ecosystem and mortgages are an area where financial planners can provide valuable insight and support, adding a ton of value along the way. This week, Jerry and Adam talk about down payments, lending ratios, PITI, PMI, VA mortgages, USDA mortgages, and much more.

“We P.I.T.I the fool” that misses this episode!