Wash and Learn

BIF Bites

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תוכן מסופק על ידי BIF Crew. כל תוכן הפודקאסטים כולל פרקים, גרפיקה ותיאורי פודקאסטים מועלים ומסופקים ישירות על ידי BIF Crew או שותף פלטפורמת הפודקאסט שלהם. אם אתה מאמין שמישהו משתמש ביצירה שלך המוגנת בזכויות יוצרים ללא רשותך, אתה יכול לעקוב אחר התהליך המתואר כאן https://he.player.fm/legal.

All About Change

1
The Goodwill You Don't Know with CEO Steve Preston 29:53

לפני 5 ימים29:53

הפעל מאוחר יותר

רשימות

לייק

אהבתי

29:53

Steve Preston is the CEO of Goodwill Industries. Though Goodwill is known for big stores where people can donate clothes and buy them secondhand, those stores are just the first level of what Goodwill Industries are about. Those stores fund an international organization that provides job training, employment placement services and other community-based programs for people who face barriers in their employment. Steve joins Jay to discuss the ways Goodwill Industries support veterans and individuals who lack job experience, an education, or face employment challenges, such as those people who are formerly incarcerated. Today's episode was produced by Tani Levitt and Mijon Zulu. To check out more episodes or to learn more about the show, you can visit our website Allaboutchangepodcast.com. If you like our show, spread the word, tell a friend or family member, or leave us a review on your favorite podcasting app. We really appreciate it. All About Change is produced by the Ruderman Family Foundation. Episode Chapters 0:00 intro 1:02 The Goodwill you don’t know 4:33 The troubling reality of work reintegration for formerly incarcerated folks 10:00 How Steve brings his public-sector experience to Goodwill 11:17 Goodwill’s employment centers 15:51 The interplay between Goodwill’s national and local arms 24:07 The case for minimizing recidivism becoming a cross-party cause 27:05 Goodbye For video episodes, watch on www.youtube.com/@therudermanfamilyfoundation Stay in touch: X: @JayRuderman | @RudermanFdn LinkedIn: Jay Ruderman | Ruderman Family Foundation Instagram: All About Change Podcast | Ruderman Family Foundation To learn more about the podcast, visit https://allaboutchangepodcast.com/ Looking for more insights into the world of activism? Be sure to check out Jay’s brand new book, Find Your Fight , in which Jay teaches the next generation of activists and advocates how to step up and bring about lasting change. You can find Find Your Fight wherever you buy your books, and you can learn more about it at ⁠⁠⁠www.jayruderman.com⁠⁠⁠ .…

לפני שנה 21:31

MP3•בית הפרקים

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

115 פרקים

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

BIF Bites

Wash and Learn

BIF Bites

published לפני שנה

שתפו

MP3•בית הפרקים

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

115 פרקים

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

כל הפרקים

BIF Bites

1
Business Cycles 44:43

לפני 8 ימים44:43

44:43

In this episode of BIF Bites, Jerry and Adam dive into the fascinating world of business cycles and economic indicators. They explore the four phases of the business cycle and discuss how these cycles impact the economy. The crew also breaks down the different types of economic indicators, focusing on leading and lagging indicators. Discover how metrics like new building permits and stock prices serve as early signals of economic shifts, while indicators such as unemployment duration and the consumer price index confirm trends after the fact. Tune in to gain a deeper understanding of how these indicators help economists and investors navigate the ever-changing economic landscape.…

BIF Bites

1
The Dangers of Buy Now, Pay Later 21:17

לפני 22 ימים21:17

21:17

In this week's episode, Jerry dives deep into the latest craze in ultra-short-term financing with Klarna, Affirm, and other Buy Now, Pay Later programs.

BIF Bites

1
Ya Down With ESG? 41:55

לפני 5 weeks41:55

41:55

In this BIF Bites episode, Adam is joined by Jenny Coombs, Director of Content & Development at US SIF, to discuss the basics of ESG investing, its history, and its importance in sustainable investing strategies. They explore the long-term benefits of ESG investments, the power of collective action, and the role of endowments in sustainable investing. The conversation also covered upcoming events related to sustainable investing, including the US SIF Forum and an Advisor Day event. So the next time someone asks, "ya down with ESG?" You'll answer with a resounding ..."yeah, you know me!" US SIF website: www.ussif.org US SIF Forum 2025: https://www.ussif.org/events-and-networking/conference…

BIF Bites

1
Fully Depreciated Dude. 20:33

לפני 7 weeks20:33

20:33

In this episode, Adam channels 'The Dude' from The Big Lebowski to explain the complex subject of depreciation in business accounting. He explains its purpose and discusses two main methods: straight-line depreciation and the Modified Accelerated Cost Recovery System (MACRS). Adam also introduces the Half-Year Convention, providing examples of common useful lives for various assets. To wrap it up, he shares a personal experience with rental property depreciation, highlighting why understanding these concepts is crucial for financial planners and their clients. The BIF Crew Abides.…

BIF Bites

1
Wash and Learn 21:31

לפני 9 weeks21:31

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.

BIF Bites

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

לפני 11 weeks39:23

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!…

BIF Bites

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

לפני 13 weeks38:30

38:30

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

BIF Bites

1
The Dirty Half Dozen 56:05

לפני 15 weeks56:05

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.

BIF Bites

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

לפני 17 weeks19:01

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.

BIF Bites

1
The Room Where It Happens 33:47

לפני 19 weeks33:47

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!…

BIF Bites

1
How to Insure the Uninsurable 24:05

לפני 21 weeks24:05

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.

BIF Bites

1
Squid Games and CFP?! 22:19

לפני 23 weeks22:19

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.

BIF Bites

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

לפני 25 weeks14:49

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'.…

BIF Bites

1
Riffing on Tariffs! 20:05

לפני 27 weeks20:05

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.…

BIF Bites

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

לפני 30 weeks33:31

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/…

BIF Bites

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

לפני 32 weeks50:43

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!

BIF Bites

1
Financial Calculator FAQ 16:08

לפני 33 weeks16:08

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!

BIF Bites

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

לפני 35 weeks19:22

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!…

BIF Bites

1
A Very CFP Wedding 24:56

לפני 37 weeks24:56

24:56

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

BIF Bites

1
The Great Content Caper 41:57

לפני 39 weeks41:57

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.…

BIF Bites

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

לפני 41 weeks20:24

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!

BIF Bites

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

לפני 43 weeks19:37

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.…

BIF Bites

1
CFP Board's Most Wanted. 51:57

לפני 45 weeks51:57

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.…

BIF Bites

1
It is Christmas In July! 14:49

לפני 47 weeks14:49

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.

BIF Bites

1
July 2024 CFP Exam Question Palooza! 46:32

לפני 49 weeks46:32

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.

BIF Bites

1
CFP® Exam Hot Takes! 28:17

לפני 51 weeks28:17

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!…

BIF Bites

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

לפני 1 year42:29

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.

BIF Bites

1
When Can Super Mario Retire? 16:44

לפני 1 year16:44

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.

BIF Bites

1
Mike hates IRMAA! 14:43

לפני 1 year14:43

14:43

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

BIF Bites

1
Currency Exchanges: A Financial Travelogue 43:06

לפני 1 year43:06

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!…

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Amazon Basics Multipurpose Copy Printer Paper, 20 lb, 92 Bright, 8.5" x 11", White, 8 Reams, 4000 Sheets (500 Sheets/Ream)

2024 Topps Baseball Complete Set Factory Sealed Box Set - Baseball Complete Sets

2025 - American Silver Eagle .999 Fine Silver with our Smyrnacoin Certificate of Authenticity Dollar Uncirculated US Mint

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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The Let Them Theory: A Life-Changing Tool That Millions of People Can't Stop Talking About

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