Between Life and Money: Finding Balance
Latest Episodes
Understanding Healthcare: Navigating Costs, Plans, and Life Stages (Ep. 19)
Are you making the best healthcare choices for your life stage and wallet? Dont let healthcare costs surprise youarm yourself with the knowledge to make informed decisions. Join host Jeff Panik, CFP
How the Federal Reserve Shapes Our Economy (Ep. 18)
Ever wondered how the Federal Reserve impacts your daily life? Join us for this episode of Between Life and Money: Finding Balance as host Jeff Panik explores the complexities and common misconcepti
Why RMD Rules Matter in Retirement Planning (Ep. 17)
Are you ready to handle the complexities of Required Minimum Distributions (RMDs) in your retirement plan? In this episode, host Jeff Panik, CFP, MSFS, CRPS breaks down the latest RMD regulations, ta
The Differences in Roth Accounts, IRAs, and 401(k)s for Retirement Planning (Ep. 16)
In a time when national debt is rising and government support is uncertain, there is a likely chance of changes to the tax landscape. Would you be prepared in this situation? While no changes are cer
Financial Literacy Resources to Prepare for the Unexpected (Ep. 15)
Do you have a plan in place for your loved ones if an unexpected event left you incapacitated? Join us for this unmissable episode of Between Life and Money: Finding Balance, as host Jeff Panik expl
Financial Literacy: Safeguarding Your Income with Disability Insurance (Ep. 14)
What would happen if you suddenly couldnt work due to an accident or illness? In this insightful episode of Between Life and Money: Finding Balance, host Jeff Panik discusses the importance of disa
Financial Literacy: How To Understand and Simplify Your Health Insurance (Ep. 13)
Are you unsure about how to prepare for unforeseen medical bills? Navigating the maze of health insurance can be daunting, but host Jeff Panik is here to help. In this enlightening episode of Between
Financial Literacy & Navigating Social Security (Ep. 12)
Thinking about when to start Social Security? Discover strategies that could boost your retirement income. Elevate your understanding of Social Security with host Jeff Panik in this pivotal episode of
How To Find the Best Banking Option for You (Ep. 11)
From ATMs to apps, banking has changed. Have your banking choices kept up? Join us for this essential episode of Between Life and Money: Finding Balance featuring Jeff Panik from Balance Wealth Part
Buying vs Leasing a Vehicle – How to Make the Right Decision (Ep. 10)
Are you torn between buying or leasing your next vehicle? Lets find the best option for you! Today on Between Life and Money, Jeff Panik explores the age-old debate of buying versus leasing your next