Listen to a podcast, please open Podcast Republic app. Available on Google Play Store and Apple App Store.
Episode | Date |
---|---|
2024 - A Year of Giant Steps & Success!
|
Dec 21, 2024 |
Riffing on Tariffs!
|
Dec 06, 2024 |
Who's Afraid of A Little Estate Planning? w/Jennifer Belmont Jennings
|
Nov 15, 2024 |
Episode 100! Question Palooza (November 2024)
|
Nov 01, 2024 |
Financial Calculator FAQ
|
Oct 24, 2024 |
THE CFP® Exam Question Breakdown Checklist!
|
Oct 11, 2024 |
A Very CFP Wedding
|
Sep 27, 2024 |
The Great Content Caper
|
Sep 13, 2024 |
The BIF Crew Dissects 1983's Trading Places
|
Aug 29, 2024 |
New BIF Content Partner: Financial Psychology Institute!
|
Aug 16, 2024 |
CFP Board's Most Wanted.
|
Aug 02, 2024 |
It is Christmas In July!
|
Jul 19, 2024 |
July 2024 CFP Exam Question Palooza!
|
Jul 05, 2024 |
CFP® Exam Hot Takes!
|
Jun 21, 2024 |
Introducing a new BIF Content Partner... fpPathfinder!
|
Jun 07, 2024 |
When Can Super Mario Retire?
|
May 24, 2024 |
Mike hates IRMAA!
|
May 10, 2024 |
Currency Exchanges: A Financial Travelogue
|
Apr 26, 2024 |
What to Do If You Win the Lottery?
|
Apr 05, 2024 |
The Great Crypto Debate
|
Mar 22, 2024 |
CFP Exam Question Palooza
|
Mar 08, 2024 |
CFP® Questions & Misconceptions: Financial Calculator
|
Feb 23, 2024 |
Young vs. Experienced: The 2 Types of CFP Students
|
Feb 09, 2024 |
CFP® Questions & Misconceptions: General Principles
|
Jan 27, 2024 |
CFP® Questions & Misconceptions: Insurance Planning
|
Jan 05, 2024 |
CFP® Questions & Misconceptions: Estate Planning
|
Dec 22, 2023 |
The Collector's Guide: Tax Savvy Strategies
|
Dec 15, 2023 |
CFP® Questions & Misconceptions: Retirement Planning
|
Dec 08, 2023 |
“Isn’t it a P.I.T.I?”: A Mortgage Deep Dive
|
Dec 01, 2023 |
CFP® Questions & Misconceptions: Investment Planning
|
Nov 24, 2023 |
CFP® Questions & Misconceptions: Tax Planning
|
Nov 17, 2023 |
CFP® Exam Retaker’s Guide
|
Nov 10, 2023 |
Content Marketing Strategies for Financial Advisors w/ Anthony Ruffalo
|
Nov 03, 2023 |
CFP Snake Draft - Estate Planning
|
Oct 27, 2023 |
Exam Edition: Question Palooza 3.0!
|
Oct 20, 2023 |
CFP Snake Draft - Retirement Planning
|
Oct 13, 2023 |
The Three Wise CFP® Warriors
|
Oct 06, 2023 |
The Role of Empathy in Client Relationships (w/ Dr. Michael Thomas)
|
Sep 29, 2023 |
Gaining Experience and Going the Distance w/ Hannah Moore
|
Sep 23, 2023 |
CFP Snake Draft - Tax Planning
|
Sep 15, 2023 |
Let's Build a Marketing Machine w/ Olivia Luper
|
Sep 07, 2023 |
Anxiety & Success: A Complex Relationship (w/ Dr. Jennifer Serlin)
|
Sep 01, 2023 |
Dollars & Sense w/ Financial Therapist Nathan Astle
|
Aug 25, 2023 |
CFP Snake Draft - Investment Planning
|
Aug 18, 2023 |
CFP Snake Draft - Insurance Planning
|
Aug 11, 2023 |
Is F.I.R.E. Still Possible in 2023? (w/ guest Chris Mamula)
|
Aug 04, 2023 |
CFP Snake Draft - General Principles of Financial Planning
|
Jul 28, 2023 |
Choosing the right tax entity for your business
|
Jul 21, 2023 |
Starting line in the sunshine state w/ Robin Snell, CFP®
|
Jul 14, 2023 |
Exam Edition: Question Palooza 2.0 Disco Fever!
|
Jul 07, 2023 |
An oldie but a goodie: Our conversation with CFP® Board's John Loper
|
Jun 30, 2023 |
Love, Grief, & Finances w/ Daniel Kopp, CFP®, MA, MS
|
Jun 23, 2023 |
Estate Planning For Everyone
|
Jun 16, 2023 |
The light at the end of the CFP® tunnel w/ Jeff Sussman, CFP®
|
Jun 09, 2023 |
Home Is Where The Heart Is
|
Jun 02, 2023 |
Triple S (Spousal Social Security)
|
May 26, 2023 |
Adam Helps a Listener Understand The Business Tax Gauntlet
|
May 19, 2023 |
Battle Royale: Adam & Jerry vs. ChatGPT
|
May 12, 2023 |
I See… Uninsured People
|
May 05, 2023 |
One, Two, Buckle My Shoe
|
Apr 28, 2023 |
The Need-to-Know on SECURE Act 2.0
|
Apr 21, 2023 |
Relationships, Divorces, & Taxes... It's Complicated
|
Apr 14, 2023 |
Breaking the Bank
|
Apr 07, 2023 |
Gene's Path to CFP Exam Success
|
Apr 03, 2023 |
Enrolled Agents, Represent!
|
Mar 21, 2023 |
Social Security... "Mike, can I retire yet?"
|
Feb 28, 2023 |
When should constructive receipt be used?
|
Jan 27, 2023 |
The Nitty-Gritty on Inherited IRAs w/ Adam & Mike
|
Dec 17, 2022 |
Corralling Squirrels w/ Cody Garrett + A New Scholarship for BIF/Bryant CFP Education!
|
Nov 23, 2022 |
Inflation Adjusted Tax Numbers You Need to Know
|
Nov 21, 2022 |
Career Cha-Cha-CHANGERS w/ Dominique Henderson, CFP®
|
Oct 20, 2022 |
Introducing The BIF Review.
|
Apr 09, 2022 |
March 2022 Exam Episode (3/3)
|
Mar 08, 2022 |
March 2022 Exam Episode (2/3)
|
Mar 08, 2022 |
March 2022 Exam Episode (1/3)
|
Mar 04, 2022 |
BIF Success Stories: How Shirley Passed the CFP® Exam
|
Jan 30, 2022 |
Roth IRA Distributions... "For Those About to Roth (We Salute You)"
|
Dec 30, 2021 |
Behavioral Finance... "Talkin' 'Bout Your Generation"
|
Nov 27, 2021 |
Spousal IRAs... “So… I can deduct that?”
|
Nov 24, 2021 |
College Funding... "I don't even have kids yet and I'm saving."
|
Oct 28, 2021 |
Behavioral Finance... "I am no longer objective. I am on the boat with them trying not to sink."
|
Sep 23, 2021 |
Qualified Dividends... "Nothin like gettin paid."
|
Sep 17, 2021 |
Inflation... "I'm not too worried about it."
|
Aug 20, 2021 |
Do Your Taxes Need to Know That You're Married?
|
Jun 26, 2021 |
Tax Hell, Net Unrealized Appreciation, Efficient Market Hypothesis
|
Apr 29, 2021 |
FAFSA changes, Unethical vs. Illegal, Corporate Retirement Plans
|
Feb 18, 2021 |
Who Pays for Vaccines, Mike Loves HSAs, Stop-Loss Insurance
|
Dec 18, 2020 |
Market Reaction to Election Results and Kiddie Tax redux
|
Dec 01, 2020 |
The Future of Our Industry
|
Oct 23, 2020 |
Breaking Into the Industry & Mini Question Palooza
|
Sep 03, 2020 |
Monetary vs. Fiscal Policy, Impact of Reg BI
|
Jul 28, 2020 |
Trend Following with Blueprint Investment Partners' CEO
|
Jun 26, 2020 |
A conversation with CFP® Board's John Loper
|
May 13, 2020 |
The CARES Act, Working from Home, Tax Credits
|
Apr 10, 2020 |
Bear Markets of the Past Century
|
Mar 18, 2020 |
Bonus Episode: Exam Day Tips & Insights
|
Mar 02, 2020 |
Exam Edition: The Question Palooza!
|
Feb 12, 2020 |
New SECURE Act: How will it affect you?
|
Jan 20, 2020 |
End of Year Planning
|
Dec 12, 2019 |
Behavioral Finance with Guest Host Brendan Flaherty
|
Nov 08, 2019 |
Exam Edition with Guest Host Gary Wedge
|
Oct 17, 2019 |
Kiddie Tax, Fiduciary Rules and Retirement Alphabet Soup
|
Sep 10, 2019 |
Study Plans, Quiz Scores, and Roths
|
Jul 16, 2019 |