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)

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

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

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

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

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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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 …

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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 …

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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 …

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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 …

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Strategies for Balancing Your Credit Card Debt (Ep. 7)

Strategies for Balancing Your Credit Card Debt (Ep. 7)

Are you grappling with the burden of credit card debt?  You’re not alone.  Today on ‘Between Life and Money: Finding Balance’ we dive into the daunting reality facing many Americans. With the nation’s credit card debt hitting an overwhelming $1.1 trillion and average interest rates soaring at 21%, it’s clear that the cost of borrowing …

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