Monday Sep 30, 2024

Financial Literacy with Jeff Panik

We focused on figuring out how to retire and actually enjoying your retirement, the three keys for having a happy retirement, why bucket lists are overrated, how to find purpose beyond full-time employment, and how to get started, with Jeffrey Panik, CFP , MSFS, CRPS, Principal with Balance Wealth Partners, and author.

Listen to hear a difference-making tip on finding out if you have money in an account you’ve forgotten about!

You can learn more about Jeff at JeffreyPanik.com, Facebook, Instagram, YouTube, and LinkedIn.

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