Himalaya: Listen. Learn. Grow.
Visit BIFBites.com to view the question of the month and other helpful resources discussed during this episode.
The gang tackles several timely topics in this month's episode. Brendan is running his practice from home and shares the challenges and benefits that he's run into so far. Jerry leads a discussion on the new CARES Act and also quickly revisits the SECURE Act. Finally, Mike tackles refundable vs. nonrefundable tax credits and how you can ace some common test questions.
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.
Jerry Mee is the Director of Student Support at the Boston Institute of Finance (BIF) and has nearly a decade’s worth of experience in the financial services industry.
Mike Long, CFP, ChFC, CLU is the Director of Curriculum for the Boston Institute of Finance (BIF). He has made his career in financial services and financial services education over the past 38 years.
Brendan Flaherty, CFP, CIMA, is currently a Senior Vice President with Janney Montgomery Scott where he focuses on investment management and financial planning for his clients. He is also the CFP Program Director for the Boston Institute of Finance.