Jerry, Mike and Adam continue their fantasy draft of the CFP exam topics. Tempers flare over some controversial choices and the commissioner is called in to settle the dispute.

It's draft week! Who gets the best sleeper pick? Which BIF Crew member needs a Draft Pick Insurance Policy? Listen in to find out. Round 2 starts now. Enjoy!

This week Jerry and Adam sit down with author and financial planner Chris Mamula to talk about the F.I.R.E way of life (Financial Independence, Retire Early). Chris talks about his journey to retire at the ripe old age of 41 and how you can too.

Fantasy Draft + CFP Topic List. Does it make sense? No, not really. Was it fun? Yes, absolutely. Listen in as Mike, Adam and Jerry draft the CFP topics from the General Principles domain that they think are most important. 3 rounds, 9 picks, and the first overall pick in this year's draft is...

In this episode, Jerry and Adam discuss the 5 ways to structure a business for tax reporting. Sole Proprietorship, LLC, Partnership, S Corp and C Corps. They talk about the pros and cons of each, and how to choose the correct one for a client in the CFP exam.

This week Jerry and Adam sit down with Robin Snell, CFP® to discuss the process behind setting up her brand new RIA firm - Nested Financial. Robin tells the story of how she started on the financial planning path and how she made the jump from working in a big box broker dealer’s office to running her own firm. This episode also serves as a guide for any advisors considering making the jump to becoming an independent advisor.

Jerry and Adam give some last-minute help to the July test takers with this new iteration of a BIF Bites classic. The guys break down 6 questions, one from each of the main sections of the CFP curriculum and talk about how they would answer them on the CFP exam.

This week we revisit an early BIF Bites episode that feels particularly relevant again with the July Exam looming ahead on the horizon. We hope you enjoy!

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.