Between Life and Money: Finding Balance

Between Life and Money: Finding Balance


Latest Episodes

Understanding Healthcare: Navigating Costs, Plans, and Life Stages (Ep. 19)
September 03, 2024

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)
August 20, 2024

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)
August 06, 2024

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)
July 16, 2024

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)
July 03, 2024

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)
June 18, 2024

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)
June 06, 2024

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)
May 21, 2024

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)
May 07, 2024

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)
April 16, 2024

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