Financial Literacy with Jeff Panik

Episode 94,   Oct 01, 2024, 12:01 AM

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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...

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 wellness for individuals, families, and companies

https://moneyalignmentacademy.com/ 

Find George G’s books here

https://amzn.to/3R2gIhH 

The Aligned Money Show is the podcast for Money Alignment Academy, copyright 2024.