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.

Adam and Jerry discuss the 3-step approach used for college funding calculations. This same approach is used whenever someone needs to save up a pile of cash. Think your first home purchase... or your first yacht!

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 importance of holding steady and sticking to the plan regardless of what the market is doing day-to-day.

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.

So that old stock finally paid a dividend. How much is the tax man gonna get you for? The BIF guys discuss.

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.