On this episode, dive into One Big Beautiful Bill updates with Jerry, Kaylee, and Tiffany. Learn about the $40,000 SALT deduction, new charitable and medical rules, and avoiding failure-to-file penalties. This is absolutely essential listening for both tax planning and CFP® Exam prep.

Speaking of CFP® Exam prep, check out The BIF Review! Our eight-week CFP® review course will get you exam ready with concept videos, textbooks, question breakdowns, question banks, and so much more!

Welcome to our first video episode of BIF Bites! This week, Jerry, Kaylee, and Tiffany are celebrating Easterby talking about the EGG rule. Specifically, they’re explaining ISOs and NQSOs, their tax benefits, the EGG rule, and how stock options help businesses attract, retain, and reward employees.

BIF Bites is a great way to supplement your studying for the CFP® Exam, but to truly get Exam Ready, check out The BIF Review, our comprehensive CFP® Exam prep course.

In this St. Patrick's Day-themed episode, Jerry and Kaylee discuss the real-world worth of a Leprechaun's pot of gold and how economic policy in Japan has skyrocketed its value!

Get ready for another round of Questionpalooza with Jerry, Kaylee, and Tiffany! In this episode, we're tackling your toughest questions on tax, retirement, and estate planning to get you prepped for the CFP® Exam. Tune in as we break down complex topics, including the new One Big Beautiful Bill updates.

While BIF Bites is a great way to enhance your knowledge, get CFP Exam-ready with The BIF Review - a streamlined review course that walks you through exactly what you need to know!

Jerry, Kaylee, and Tiffany are back with everyone's favorite CFP game show! Test your knowledge of financial aid, stock valuation, and more as the BIF Crew breaks down a new batch of questions with practical insights to help you ace the CFP Exam.

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https://www.bostonifi.com/cfp/bif-review#bif-demo

Jerry and Kaylee welcome the newest member of the BIF Crew, Tiffany, to the podcast. The trio take on a Superbowl trifecta with three different sports-adjacent CFP® topics, including the time value of money, behavioral finance, and the self-employment tax!

Jerry and Kaylee are diving into the essential business accounting methods and inventory valuation strategies. They're breaking down cash, accrual, and hybrid accounting methods plus FIFO, LIFO, and so much more, so you'll have a better understanding of how the choices business owners make can impact their profits and taxes.

In the BIF Review, you'll learn even more about this and other essential CFP® Exam topics - try it free for 30 days!

Jerry and Kaylee sit down to talk about financial advice vs financial planning—how they're different and how to determine which is which. They're also going over some practice questions and case studies from CFP Board to help you test your knowledge.

Getting ready for the CFP® Exam? Try The BIF Review free for 30 days to see how we get you ready to pass! https://www.bostonifi.com/cfp/bif-review#bif-demo

Kaylee is now at the halfway point of her CFP® journey! She's sitting down with Jerry to talk about how it's going so far with her CFP® Education coursework, including her favorite courses and most difficult topics in the curriculum.

Want to start your own CFP® journey? Get started here!

The U.S. Treasury is officially ending production of the penny, and our sweet, sweet Mr. Lincoln coin is sailing off into the sunset. In this episode, hosts Jerry and Kaylee discuss the economic and cultural ripple effects of this decision. What does this mean for cash transactions, the 99-cent store, and the future of physical currency in an increasingly digital world?

Join us as we break down the cents and sensibility of a world without the one-cent coin. You won't want to miss our two cents on the topic.

Want to learn more about other topics? Check out BIF's resource page with our podcasts, blogs, and infographics!

Understanding estate trust options can feel like wading through alphabet soup—what do all the letters mean and how do you keep them straight?

Don't worry! Jerry Mee, CFP® is ladling out his knowledge, including the easiest way to remember each estate trust acronym, what these trusts do, and how to keep them straight for exam day.

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