Archive FM

Aligned Money Show

94: 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.  Get your copy of Your Future is Now here: https://amzn.to/3ZviGgr  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wel...
Broadcast on:
01 Oct 2024

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.  Get your copy of Your Future is Now here: https://amzn.to/3ZviGgr  Did you get anything out of this episode? Do us a solid and leave a review: https://ratethispodcast.com/alignedmoneyshow  Learn more and engage at MoneyAlignmentAcademy.com, Twitter, LinkedIn, Instagram, YouTube and Facebook.  Buy George G a coffee (he loves coffee) https://www.buymeacoffee.com/lifeblood Have George G speak https://moneyalignmentacademy.com/speaking/  Financial literacy and wel...