Dollars & Sense W/ Financial Therapist Nathan Astle BIF Bites podcast

BIF Bites podcast artwork

Podcasting Education BIF Bites The Boston Institute of Finance

Player FM - Internet Radio Done Right

Lagt til three år siden

Innhold levert av BIF Crew. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av BIF Crew eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Y

Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing)

Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing) podcast artwork

Young and Profiting with Hala Taha (Entrepreneurship, Sales, Marketing) podcast artwork

1
Dave Ramsey: 5 Stages to Build and Scale a Business That Lasts | Entrepreneurship | E344 1:03:38

for 19 dager siden1:03:38

1:03:38

Too many entrepreneurs get stuck on the business treadmill, hustling nonstop, unable to scale, and unknowingly stalling their growth. That’s where Dave Ramsey began. After crashing into $3 million in debt, he rebuilt from scratch, turning a small radio program into a national show with millions of listeners. With over three decades of experience in entrepreneurship, business growth, and content creation, he knows what it takes to build a lasting business. In this episode, Dave reveals the six drivers of long-term success, the five key stages of startup growth, and how he balances life as an entrepreneur and a content creator. In this episode, Hala and Dave will discuss: (00:00) Introduction (00:23) The Core Principles of Financial Freedom (05:42) Adapting to Change as a Content Creator (09:22) Balancing Content Creation and Entrepreneurship (12:34) How to Create a Clear Path in Business (15:19) The Truth About Starting a Business Today (18:22) The Six Drivers of Business Success (26:20) Shifting From Tactical to Strategic Thinking (29:44) The Five Stages of Business Growth (41:10) Leading with Care, Clarity, and Accountability (47:10) Identifying the Right Leadership Skills (48:35) Starting a Media Business as an Entrepreneur Dave Ramsey is a personal finance expert, radio personality, bestselling author, and the founder and CEO of Ramsey Solutions. Over the past three decades, he has built a legacy of helping millions achieve financial freedom. As the host of The Ramsey Show , Dave reaches more than 18 million listeners each week. He is the author of eight national bestselling books. His latest, Build a Business You Love , helps entrepreneurs navigate growth and overcome challenges at every stage. Sponsored By: Shopify - Sign up for a one-dollar-per-month trial period at youngandprofiting.co/shopify OpenPhone: Streamline and scale your customer communications with OpenPhone. Get 20% off your first 6 months at openphone.com/profiting Airbnb - Find yourself a co-host at airbnb.com/host Indeed - Get a $75 sponsored job credit at indeed.com/profiting RobinHood - Receive your 3% boost on annual IRA contributions, sign up at robinhood.com/gold Factor - Get 50% off your first box plus free shipping at factormeals.com/factorpodcast Rakuten - Save while shopping at rakuten.com Microsoft Teams - Stop paying for tools. Get everything you need, for free at aka.ms/profiting LinkedIn Marketing Solutions - Get a $100 credit on your next campaign at linkedin.com/profiting Resources Mentioned: Dave’s Book, Build a Business You Love: bit.ly/BuildaBusinessYouLove Dave’s Website: ramseysolutions.com Active Deals - youngandprofiting.com/deals Key YAP Links Reviews - ratethispodcast.com/yap Youtube - youtube.com/c/YoungandProfiting LinkedIn - linkedin.com/in/htaha/ Instagram - instagram.com/yapwithhala/ Social + Podcast Services: yapmedia.com Transcripts - youngandprofiting.com/episodes-new Entrepreneurship, Entrepreneurship Podcast, Business, Business Podcast, Self Improvement, Self-Improvement, Personal Development, Starting a Business, Strategy, Investing, Sales, Selling, Psychology, Productivity, Entrepreneurs, AI, Artificial Intelligence, Technology, Marketing, Negotiation, Money, Finance, Side Hustle, Mental Health, Career, Leadership, Mindset, Health, Growth Mindset, Side Hustle, Passive Income, Online Business, Solopreneur, Networking.…

BIF Bites « »
Dollars & Sense w/ Financial Therapist Nathan Astle

for 2 år siden 56:33

Del

MP3•Episoder hjem

Innhold levert av BIF Crew. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av BIF Crew eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Jerry and Adam discuss the growing field of financial therapy with Nathan Astle. Big (and sometimes even small) financial decisions can take an unanticipated emotional toll. A good advisor knows when and how to put on the therapy hat and help their clients navigate the decision, or, place a call to a Financial Therapist for additional support. Listen in for some helpful tips and stick around for a super-nerdy, roundtable Lord of the Rings discussion!

… continue reading

111 episoder

#Podcasting Education #BIF Bites #The Boston Institute of Finance

BIF Bites podcast artwork

Dollars & Sense w/ Financial Therapist Nathan Astle

published for 2 år siden

Del

MP3•Episoder hjem

Innhold levert av BIF Crew. Alt podcastinnhold, inkludert episoder, grafikk og podcastbeskrivelser, lastes opp og leveres direkte av BIF Crew eller deres podcastplattformpartner. Hvis du tror at noen bruker det opphavsrettsbeskyttede verket ditt uten din tillatelse, kan du følge prosessen skissert her https://no.player.fm/legal.

Jerry and Adam discuss the growing field of financial therapy with Nathan Astle. Big (and sometimes even small) financial decisions can take an unanticipated emotional toll. A good advisor knows when and how to put on the therapy hat and help their clients navigate the decision, or, place a call to a Financial Therapist for additional support. Listen in for some helpful tips and stick around for a super-nerdy, roundtable Lord of the Rings discussion!

… continue reading

111 episoder

#Podcasting Education #BIF Bites #The Boston Institute of Finance

Alle episoder

×

B

BIF Bites

BIF Bites podcast artwork

1
Wash and Learn 21:31

for 8 dager siden21:31

21:31

In this episode, Jerry dives into the history of Wash sales, how to avoid them, and what to do if you have one.

B

BIF Bites

BIF Bites podcast artwork

1
The Preliminary Fail & Retaking the CFP(r) Exam 39:23

for 22 dager siden39:23

39:23

Another CFP(R) exam cycle hascome to a close. Congratulations to those receiving the Preliminary Pass fromthe BIF Crew! For the passing group, it's a time for celebration, relief, andplanning of next steps, both professionally and personally. However,approximately 33-40% of exam takers' exam outcomes aren’t the sought-afterPreliminary Pass but a Preliminary Fail. In the BIF Review, we offerspecialized support for candidates preparing to retake the CFPCertification exam through exclusive webinar sessions. These sessions featurepanel discussions with retakers who succeeded after their initial attempt(s)and webinars on exam strategies, mental preparedness, anxiety management, andstress reduction. Join Adam as he gives you aninside look at the BIF Review, showcasing excerpts from these Special RetakerSessions!…

B

BIF Bites

BIF Bites podcast artwork

1
BIF Bites Question Palooza (9th Edition) 38:30

for 5 weeks siden38:30

38:30

The Bif crew is back with their most popular segment -Question Palooza!

B

BIF Bites

BIF Bites podcast artwork

1
The Dirty Half Dozen 56:05

for 7 weeks siden56:05

56:05

This week the gang is all here as Jerry, Mike, and Adam go through the most difficult topic from each of the 6 main curriculum areas.

B

BIF Bites

BIF Bites podcast artwork

1
End of an Era: Sunsetting the TCJA 19:01

for 9 weeks siden19:01

19:01

This week, Jerry gives a rundown of all the changes thatwill revert at the end of this year, when the TCJA is set to expire, and how that will impact the CFP exam.

B

BIF Bites

BIF Bites podcast artwork

1
The Room Where It Happens 33:47

for 11 weeks siden33:47

33:47

In this episode of BIF Bites, we're diving into the essential details every Candidate for CFP® Certification needs to know about the Prometric Testing Center. Join Adam as he takes you into "The Room Where It Happens," where your journey to success is just one click away! After clearing a proctor-delivered security check, listen in to discover the ins and outs of the testing process, from the minute you launch the exam, to the moment you receive your Preliminary PASS. We'll cover tips on what to bring, how to prepare, and what to expect on test day. Bad fluorescent overhead lights ... check! Uncomfortable noise canceling headphones ... check! Annoying guy in the next cubicle smacking his gum ... check! A ridiculous CFP Board survey RIGHT before your results ... CHECK! Let's go earn those marks!…

B

BIF Bites

BIF Bites podcast artwork

1
How to Insure the Uninsurable 24:05

for 13 weeks siden24:05

24:05

In this week's episode, Jerry takes a look at the insurance situation surrounding the California wildfires and the CFP lessons that can be taken away from it.

B

BIF Bites

BIF Bites podcast artwork

1
Squid Games and CFP?! 22:19

for 15 weeks siden22:19

22:19

In this week's episode, Jerry breaks down all of the behavioral finance biases in the new season of Squid Games and how they can help you study for the CFP exam.

B

BIF Bites

BIF Bites podcast artwork

1
2024 - A Year of Giant Steps & Success! 14:49

for 17 weeks siden14:49

14:49

In this episode, we reflect on the incredible achievements and milestones BIF reached in 2024. This year was marked by significant growth, innovation, and success! Key Highlights: Expansion and Innovation: BIF expanded its reach, introducing many new students into our CFP education and CFP exam prep course, the BIF Review! Educational Initiatives: Our commitment to education was stronger than ever. We rolled out a new video-based financial calculator course, delivered by Jerry Mee! Additionally, we introduced 23 full-ride scholarship recipients into the Bryant/BIF CFP education course through a collaboration with Measure Twice Planners and Cody Garrett. Finally, we welcomed extraordinary new instructors to the Bryant/BIF CFP education classrooms: Jennifer Belmont Jennings in Estate Planning & Eric Scruggs in Tax Planning! Collaborative Projects: 2024 was a year of collaboration. We partnered with Michael Kitces, Michael Lecours and fpPathfinder, and Dr. Klontz + Dr. Chaffin to bring their Psychology of Financial Planning curriculum and designation into the BIF courses! Podcast! Last but NOT LEAST, we celebrated a podcast milestone in 2024 by recording and releasing our 100th episode! It's been a long, strange, fun, informative, wild trip. We're excited to keep on truckin'.…

B

BIF Bites

BIF Bites podcast artwork

1
Riffing on Tariffs! 20:05

for 19 weeks siden20:05

20:05

In this week's episode, Jerry goes through a breakdown of Tariffs. What they are, their history, and an unbiased breakdown of their pros and cons. 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.…

B

BIF Bites

BIF Bites podcast artwork

1
Who's Afraid of A Little Estate Planning? w/Jennifer Belmont Jennings 33:31

for 22 weeks siden33:31

33:31

Join us for an insightful episode of the BIF Bites Podcast as we dive into estate planning with our NEW BIF/Bryant CFP® Instructor, Jennifer Belmont Jennings, a practicing attorney and CFP® Professional. Estate planning might sound daunting, but Jennifer breaks it down into simple, understandable best practices. Whether your clients are starting or are looking to refine their existing estate plans, this episode is packed with practical advice and tips. Tune in to take the fear out of estate planning in practice and on exam day! Be sure to connect with Jennifer on LinkedIn: https://www.linkedin.com/in/j-belmont-jennings/…

B

BIF Bites

BIF Bites podcast artwork

1
Episode 100! Question Palooza (November 2024) 50:43

for 24 weeks siden50:43

50:43

Jerry and Adam celebrate the 100th BIF Bites Podcast episode (woohoo!!) with everyone’s favorite segment... The BIF Bites CFP® Exam Question Palooza!

B

BIF Bites

BIF Bites podcast artwork

1
Financial Calculator FAQ 16:08

for 25 weeks siden16:08

16:08

This week, Jerry shares some really important tips and answer all those pressing questions you have about the financial calculator and nailing your CFP exam. Make sure to tune in so you are prepared on your big day!

B

BIF Bites

BIF Bites podcast artwork

1
THE CFP® Exam Question Breakdown Checklist! 19:22

for 27 weeks siden19:22

19:22

In this episode, Adam shares a valuable resource for candidates preparing for the CFP® Exam. He introduces the 'Question Breakdown Checklist' to help candidates dissect exam questions effectively. Adam explains how this checklist aids in identifying the core of each question, ensuring that candidates apply the correct information to arrive at the right answers. Ready to boost your confidence and performance on exam day? CHECK. LET'S GO!…

B

BIF Bites

BIF Bites podcast artwork

1
A Very CFP Wedding 24:56

for 29 weeks siden24:56

24:56

In this week’s episode, Jerry goes over the many financial lessons he learned while planning his recent wedding.

B

BIF Bites

BIF Bites podcast artwork

1
Young vs. Experienced: The 2 Types of CFP Students 51:12

for 1 year siden51:12

51:12

Mike, Jerry and Adam sit down to discuss the strengths and weaknesses of the two types of CFP students, those brand new to the industry, and those with several years of experience. See what new to the industry students can do to get a leg up, and learn how having too much experience can be a double-edged sword.…

B

BIF Bites

BIF Bites podcast artwork

1
CFP® Questions & Misconceptions: General Principles 19:50

for 1 year siden19:50

19:50

Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review. Our “CFP® Questions & Misconceptions” mini-series is a place to share and talk through those questions. Jerry is tackling General Principles today. Enjoy!…

B

BIF Bites

BIF Bites podcast artwork

1
CFP® Questions & Misconceptions: Insurance Planning 15:49

for 1 year siden15:49

15:49

Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review. Our “CFP® Questions & Misconceptions” mini-series is a place to share and talk through those questions. Mike Long flies solo in this episode as he navigates some common misconceptions our students experience in the 3 major insurance topics.…

B

BIF Bites

BIF Bites podcast artwork

1
CFP® Questions & Misconceptions: Estate Planning 17:15

for 1 year siden17:15

17:15

Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review. Our “CFP® Questions & Misconceptions” mini-series is a place to share and talk through those questions. Today Adam wraps up 2023 with a few common misconceptions from Estate Planning.…

B

BIF Bites

BIF Bites podcast artwork

1
The Collector's Guide: Tax Savvy Strategies 55:51

for 1 year siden55:51

55:51

In this episode, Adam and Jerry talk about COLLECTIBLES. There are special rules governing the tax treatment of collectibles held for investment purposes that you need to know. Also, there are special considerations for protecting your collectible investments by way of insurance coverage. All of this and more are covered! Look out Comi-Con, here comes the BIF Crew!…

B

BIF Bites

BIF Bites podcast artwork

1
CFP® Questions & Misconceptions: Retirement Planning 19:07

for 1 year siden19:07

19:07

Every year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review. In our newest BIF Bites podcast mini-series “CFP® Questions & Misconceptions” we’ll share these FAQs, plus, the concepts that are most likely to cause confusion. This week, Mike shared some common misconceptions in Retirement Planning that he noted during the recently concluded November 2023 CFP Exam. Listen in for CFP® enlightenment.…

B

BIF Bites

BIF Bites podcast artwork

1
“Isn’t it a P.I.T.I?”: A Mortgage Deep Dive 52:22

for 1 year siden52:22

52:22

Homes are one of the most valuable assets in a client’s financial ecosystem and mortgages are an area where financial planners can provide valuable insight and support, adding a ton of value along the way. This week, Jerry and Adam talk about down payments, lending ratios, PITI, PMI, VA mortgages, USDA mortgages, and much more. “We P.I.T.I the fool” that misses this episode!…

B

BIF Bites

BIF Bites podcast artwork

1
CFP® Questions & Misconceptions: Investment Planning 22:32

for 1 year siden22:32

22:32

Every year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review. In our newest BIF Bites podcast mini-series “CFP® Questions & Misconceptions” we’ll share these FAQs, plus, the concepts that are most likely to cause confusion. Jerry continues the solo series this week covering the biggest misunderstandings students run across in the Investment Planning coursework. Listen in for CFP® enlightenment.…

B

BIF Bites

BIF Bites podcast artwork

1
CFP® Questions & Misconceptions: Tax Planning 24:40

for 1 year siden24:40

24:40

Every year, the BIF Crew responds to thousands of questions from the students enrolled in the Bryant/BIF CFP® education program & the BIF Review. In our newest BIF Bites podcast mini-series “CFP® Questions & Misconceptions” we’ll share these FAQs, plus, the concepts that are most likely to cause confusion. This week, Adam delivers some tax fact-checks! He covers AGI v. taxable income, capital gains & tax rates, MAGI, business deductions, and HSA tax benefits. Listen in for CFP® enlightenment.…

B

BIF Bites

BIF Bites podcast artwork

1
CFP® Exam Retaker’s Guide 45:15

for 1 year siden45:15

45:15

Mike, Jerry, and Adam recorded this important roundtable discussion to support all who fell short of the ‘Preliminary Pass’ on their recent CFP® exam. The BIF Crew shares common retaker pitfalls, best practices, strategies for interpreting results, and the importance of self-reflection before diving into another CFP® exam cycle. “What is delayed is not denied.” – Dawn Staley…

B

BIF Bites

BIF Bites podcast artwork

1
Content Marketing Strategies for Financial Advisors w/ Anthony Ruffalo 53:15

for 1 year siden53:15

53:15

Jerry and Adam sit down with financial advisor and financial content producer Anthony Ruffalo to discuss content and social media strategies that yield meaningful results.

B

BIF Bites

BIF Bites podcast artwork

1
CFP Snake Draft - Estate Planning 46:46

for 1 year siden46:46

46:46

It's the final round of our inaugural BIF Bites CFP Snake Draft. A champion will be crowned soon. To cast your vote please head over to BIFBites.com and let us know who drafted the best overall squad!

B

BIF Bites

BIF Bites podcast artwork

1
Exam Edition: Question Palooza 3.0! 41:15

for 1 year siden41:15

41:15

Here it is... the one... the only... The BIF Bites QUESTION PALOOZA!

B

BIF Bites

BIF Bites podcast artwork

1
CFP Snake Draft - Retirement Planning 49:21

for 2 years siden49:21

49:21

Every single one of BIF's Monte Carlo simulation machines crashed when we fed them the data from our most recent CFP Snake Draft round. Here are the highlights... • Adam’s bold first pick earns him the awful nickname “Vanilla ISO” • Jerry shocks the crew with a sneaky move-up in the draft order • Mike reminds us that ‘eligible designated beneficiary’ is not a status on your dating app Listen in and enjoy!…

B

BIF Bites

BIF Bites podcast artwork

1
The Three Wise CFP® Warriors 33:12

for 2 years siden33:12

33:12

Each CFP® Exam cycle Adam invites back former BIF Review students to share their own personal study experiences with the current group of BIF Review students that are actively preparing for the next upcoming Exam. We've decided to release a few of these recent conversations here as a BIF Bites podcast episode so that the broader CFP® community can listen in and benefit. Amy Thorsen, CFP®, Jackie Cummings Koski, CFP®, MSPFP, AFC®, and Jeremy Pichette each serve up their own Top 3 Study Strategies list. The importance of a data-driven approach, how to use audio as a passive study supplement, and why overall wellness matters as much or more than your textbook materials all get touched upon during this insightful episode. Enjoy!…

B

BIF Bites

BIF Bites podcast artwork

1
The Great Content Caper 41:57

for 31 weeks siden41:57

41:57

In this thrilling episode of BIF Bites, BIF Crew super-sleuth Adam dives into a gripping case of academic intrigue. Recounting a dramatic short scenario in which a rogue educator cunningly infiltrated the BIF Review, Adam leverages the CFP Board's Code of Ethics and Standards of Conduct to unravel the mystery and identify the most likely violations. Get your pipe and tweed jacket (with padded elbows), and join us for some CFP detective work! Please Note: Adam references CFP Board Case #23036, however, the correct Case ID is #23337 which can be viewed here: https://www.cfp.net/-/media/case-histories/case-document/ach_23337.pdf.…

B

BIF Bites

BIF Bites podcast artwork

1
The BIF Crew Dissects 1983's Trading Places 20:24

for 33 weeks siden20:24

20:24

Jerry goes back to the movies this week to explore the 1983 comedy classic Trading Places. What can CFP candidates and professionals learn from Eddie Murphy and Dan Aykroyd? Listen in to find out!

B

BIF Bites

BIF Bites podcast artwork

1
New BIF Content Partner: Financial Psychology Institute! 19:37

for 35 weeks siden19:37

19:37

On this BIF Bites episode Adam welcomes Dr. Charles Chaffin from the Financial Psychology Institute to chat about a new partnership for BIF! The Financial Psychology Institute provides professional coaching and educational services in the fields of financial psychology and financial planning to financial professionals, therapists, and coaches. For more information, visit psychologyoffinancialplanning.com.…

B

BIF Bites

BIF Bites podcast artwork

1
CFP Board's Most Wanted. 51:57

for 37 weeks siden51:57

51:57

-Cue the ‘COPS’ theme song. In this week’s episode, Jerry and Adam go through the CFP Board Case Histories, a database that includes information about orders issued by the Disciplinary and Ethics Commission (DEC). They discuss violations committed by Candidates for CFP® Certification & practicing CFP® Professionals to learn how CFP Board handled their cases and what disciplinary actions were imposed.…

B

BIF Bites

BIF Bites podcast artwork

1
It is Christmas In July! 14:49

for 39 weeks siden14:49

14:49

In this episode, Jerry goes over the valuable lessons on cash value life insurance that we can learn from the classic holiday movie It’s a Wonderful Life.

B

BIF Bites

BIF Bites podcast artwork

1
July 2024 CFP Exam Question Palooza! 46:32

for 41 weeks siden46:32

46:32

Jerry and Adam serve up a few last-minute practice reps for July Exam takers with a fresh version of the classic BIF Bites Question Palooza. The guys work through 6 questions. Listen in to hear how they break down each question body and then work through each answer stem.

B

BIF Bites

BIF Bites podcast artwork

1
CFP® Exam Hot Takes! 28:17

for 43 weeks siden28:17

28:17

This just in: Boston-area meteorologists believe this BIF Bites episode will break all-time heat index records. Listen up as Adam delivers five sizzling-hot CFP® Exam takes that will guide your homestretch studies and keep it 100% as you head towards your Exam. Crank your AC and your volume up to the MAX!…

B

BIF Bites

BIF Bites podcast artwork

1
Introducing a new BIF Content Partner... fpPathfinder! 42:29

for 45 weeks siden42:29

42:29

On today's BIF Bites episode Adam welcomes on fpPathfinder's co-founder Michael Lecours, CFP® to chat about a new partnership between BIF and fpPathfinder. Listen in to learn why we believe this partnership will greatly benefit BIF's students.

B

BIF Bites

BIF Bites podcast artwork

1
When Can Super Mario Retire? 16:44

for 47 weeks siden16:44

16:44

In this episode, Jerry walks through a theoretical retirement plan using everyone’s favorite video game plumber, Super Mario, as a case study.

B

BIF Bites

BIF Bites podcast artwork

1
Mike hates IRMAA! 14:43

for 49 weeks siden14:43

14:43

We can't be friends with everyone... Jerry Seinfeld hates Newman... Mike Long hates IRMAA. Listen in to hear why.

B

BIF Bites

BIF Bites podcast artwork

1
Currency Exchanges: A Financial Travelogue 43:06

for 51 weeks siden43:06

43:06

In this week’s episode, the BIF Crew discusses the workings of international currency exchange using Adam's recent trip to Iceland as an example. Jerry shares tutoring-tested strategies to simplify exchange rate calculations. Adam recounts how an Icelandic ATM machine helped his kids understand currency exchanges!…

B

BIF Bites

BIF Bites podcast artwork

1
What to Do If You Win the Lottery? 28:33

for 1 year siden28:33

28:33

Listen in as Jerry covers all of the financial planning considerations that go along with winning the lottery or other large unexpected windfall.

B

BIF Bites

BIF Bites podcast artwork

1
The Great Crypto Debate 57:22

for 1 year siden57:22

57:22

Jerry views cryptocurrency as the future currency in the global economy and a high-risk/high-reward store of value that, if handled properly, could lead to large portfolio gains. In Adam’s mind, cryptocurrency is like the screaming parent at Little League field: volatile and unpredictable, with behavior that cannot be explained logically. Listen in as these BIF guys square off in ‘The Great Crypto Debate’.…

B

BIF Bites

BIF Bites podcast artwork

1
CFP Exam Question Palooza 55:19

for 1 year siden55:19

55:19

Question palooza is back, this time with double the action and double the fun! Jerry and Adam round out a baker's dozen of CFP exam questions and discuss how they would approach answering each one.

B

BIF Bites

BIF Bites podcast artwork

1
CFP® Questions & Misconceptions: Financial Calculator 23:16

for 1 year siden23:16

23:16

Every year, the BIF Crew responds to thousands of questions from students enrolled in the BIF / Bryant CFP® Education Program and The BIF Review. Our “CFP® Questions & Misconceptions” mini-series is a place to share and talk through those questions. Jerry takes the reins solo in this episode as he covers three of the most common mistakes students make with their financial calculators.…

Velkommen til Player FM!

Player FM scanner netter for høykvalitets podcaster som du kan nyte nå. Det er den beste podcastappen og fungerer på Android, iPhone og internett. Registrer deg for å synkronisere abonnement på flere enheter.

Lytt til 500+ tema

Lytt til dette showet mens du utforsker