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  • Financial Literacy: Strategies to Master Budgeting and Building Wealth (Ep. 21)

    Financial Literacy: Strategies to Master Budgeting and Building Wealth (Ep. 21)
    Oct 1 2024
    Are you stuck in a rut of living paycheck to paycheck? Enhance your financial situation with a more strategic budgeting plan. Managing your finances can feel overwhelming, but what if you could turn it into a simple, manageable routine? In this episode, host Jeff Panik, CFP®, MSFS, CRPS untangles the budgeting process, sharing practical, easy-to-follow …

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    32 Min.
  • Financial Literacy for Young Adults: Building a Strong Foundation (Ep. 20)

    Financial Literacy for Young Adults: Building a Strong Foundation (Ep. 20)
    Sep 17 2024
    How do we best prepare young people with the skills and tools that they need for a financially stable future? In a world where financial missteps can have long-lasting consequences, host Jeff Panik discusses the essential topic of financial literacy for young adults in this episode of “Between Life and Money: Finding Balance.” Jeff unpacks …

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    28 Min.
  • Understanding Healthcare: Navigating Costs, Plans, and Life Stages (Ep. 19)

    Understanding Healthcare: Navigating Costs, Plans, and Life Stages (Ep. 19)
    Sep 3 2024
    Are you making the best healthcare choices for your life stage and wallet? Don’t let healthcare costs surprise you—arm yourself with the knowledge to make informed decisions. Join host Jeff Panik, CFP®, MSFS, CRPS in this essential episode where he untangles the often overwhelming world of healthcare, helping you make decisions that are right for …

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    30 Min.
  • How the Federal Reserve Shapes Our Economy (Ep. 18)

    How the Federal Reserve Shapes Our Economy (Ep. 18)
    Aug 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 misconceptions surrounding the Federal Reserve (the Fed). Jeff explains the history, structure, and vital role of the Fed in maintaining economic stability. This episode …

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    25 Min.
  • Why RMD Rules Matter in Retirement Planning (Ep. 17)

    Why RMD Rules Matter in Retirement Planning (Ep. 17)
    Aug 6 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, tax implications, and effective strategies for managing these distributions on the latest episode of ‘Between Life and Money: Finding Balance.’ This episode is essential …

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    29 Min.
  • The Differences in Roth Accounts, IRAs, and 401(k)s for Retirement Planning (Ep. 16)

    The Differences in Roth Accounts, IRAs, and 401(k)s for Retirement Planning (Ep. 16)
    Jul 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 certain, it’s beneficial to understand how Roth IRAs and 401(k)s are a strategy that could help you prepare for an …

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    27 Min.
  • Financial Literacy Resources to Prepare for the Unexpected (Ep. 15)

    Financial Literacy Resources to Prepare for the Unexpected (Ep. 15)
    Jul 4 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 explores the critical importance of having the right documents in place for financial and medical planning when life throws sudden …

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    31 Min.
  • Financial Literacy: Safeguarding Your Income with Disability Insurance (Ep. 14)

    Financial Literacy: Safeguarding Your Income with Disability Insurance (Ep. 14)
    Jun 18 2024
    What would happen if you suddenly couldn’t 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 disability insurance. He breaks down the necessity of both short-term and long-term disability coverage, highlighting how these insurance types can shield you from …

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    31 Min.