Ever wondered how military discipline can transform your financial life?
Welcome to the first episode of “Between Life and Money: Finding Balance,” where the compelling life and career of Jeffrey Panik from Balance Wealth Partners unfolds. More than just a discussion about numbers, this podcast explores how to harmonize enjoying the present with planning for the future.
Key highlights of the episode include:
- How his upbringing by a single mother shaped his perception of financial planning
- What the key skills he gained when transitioning from a student to joining the Army
- Why the shift from military discipline to the financial industry was significant
- Who benefits how does this focus on long-term, client-centered financial guidance
- Why communication is crucial in financial planning
- What his passion for travel taught him, and how have these experiences broadened his perspective
- And much more!
Related: A Conversation With One of Our Most Influential Economists Ever, Michael Boskin