14 episodes

Welcome to Between Life and Money: Finding Balance, with Jeffrey Panik from Balance Wealth Partners! In this podcast, we get real about money, breaking down the good, the bad, and the smart of spending and investing, all tailored just for you. We do this by guiding and helping you strike that perfect balance between living your best life now and planning for the future. Finances can be complicated but don’t have to be. Join us for this journey where we are planning for more than retirement. We are planning for life.

Between Life and Money: Finding Balance Jeffrey Panik

    • Business
    • 5.0 • 2 Ratings

Welcome to Between Life and Money: Finding Balance, with Jeffrey Panik from Balance Wealth Partners! In this podcast, we get real about money, breaking down the good, the bad, and the smart of spending and investing, all tailored just for you. We do this by guiding and helping you strike that perfect balance between living your best life now and planning for the future. Finances can be complicated but don’t have to be. Join us for this journey where we are planning for more than retirement. We are planning for life.

    Financial Literacy: How To Understand and Simplify Your Health Insurance (Ep. 13)

    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 Life and Money: Finding Balance’ Jeff simplifies the complexities of health insurance. He discusses the importance of having the right coverage … Read More Read More

    • 31 min
    Financial Literacy & Navigating Social Security (Ep. 12)

    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 ‘Between Life and Money: Finding Balance’. We uncover the critical role of the Federal Insurance Contributions Act (FICA) and its evolving impact on both Social … Read More Read More

    • 33 min
    How To Find the Best Banking Option for You (Ep. 11)

    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 Partners. This episode clarifies the various avenues and nuances in the world of banking, tracing the transition from traditional banking methods to today’s … Read More Read More

    • 26 min
    Buying vs Leasing a Vehicle – How to Make the Right Decision (Ep. 10)

    Buying vs Leasing a Vehicle – How to Make the Right Decision (Ep. 10)

    Are you torn between buying or leasing your next vehicle? Let’s 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 vehicle, unraveling the key steps and considerations to ensure you make an informed decision. Join him as he goes over … Read More Read More

    • 31 min
    Why Every Smart Saver Needs an Emergency Fund (Ep. 9)

    Why Every Smart Saver Needs an Emergency Fund (Ep. 9)

    To prepare for the unexpected, there is a big question that not many of us know the true answer to. How much do you really need in an emergency fund? Dive into this must-hear episode of ‘Between Life and Money: Finding Balance’ with Jeff Panik, where we untangle emergency funds – a key tool for … Read More Read More

    • 24 min
    Understanding and Managing Your Credit Score (Ep. 8)

    Understanding and Managing Your Credit Score (Ep. 8)

    Ever puzzled over what makes a good credit score? Join us in this insightful episode of ‘Between Life and Money: Finding Balance with Jeffrey Panik,’ where we unravel the complexities of credit scores – a pivotal element in personal finance. Dive into the world of credit scores, understand their impact on major life decisions, and … Read More Read More

    • 25 min

Customer Reviews

5.0 out of 5
2 Ratings

2 Ratings

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