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!

Got an uninsured client? Need an overview of the 3 pillars of life insurance? Mike and Jerry are here to break down the basics on term, whole, and universal life insurance policies. Plus, they serve up a contrarian view on the old “buy term & invest the rest” rule of thumb.

Financial planning is all about sequencing. The ability to place a set of competing goals and needs in order is a key skill for planners to develop. Is adequate life insurance coverage more important than a fully-funded emergency fund? Should you fund a 529 or purchase extra long-term disability insurance coverage? How does having kids change your financial priorities? In this week’s episode, Jerry and Adam chat about the correct order of importance for these financial planning goals and several more.

Fellow Financial Professionals, have no fear. Mike and Jerry are here (as always) to run through SECURE Act 2.0 provisions going into effect in 2023 ONLY. We cover the new RMD age and new exceptions to early withdrawal penalties as well as a couple of new tax credits that could benefit your clients.