Jeff Panik on Organizing Your Financial Life Before Retirement

In this episode, Adam Torres and Jeff Panik, Managing Director at Balance Wealth Partners, about building a Financial Life Inventory Plan (FLIP), avoiding one-size-fits-all retirement advice, and preparing for risks like debt, healthcare costs, and sequence of returns risk before retiring.

About Jeff Panik

After 25 years of experience as a financial advising professional, Jeff knows his job is to help clients strike a balance between living well today and planning for the future. In fact, Jeff founded Balance Wealth Partners with a simple goal in mind: to create tailored plans for intentional living.

During his career, Jeff has worked with hundreds of families, individuals and small businesses to help them set goals, strategically manage their assets and work towards achieving their dreams.

About Balance Wealth Partners

Balance Wealth Partners offers wealth management designed to make life easier and more rewarding. The firm breaks retirement down step-by-step and helps clients take the uncertainty out of planning for the future. Now more than ever, Balance Wealth Partners believes individuals need experienced professionals who act in their best interest and help plan for both short-term and long-term goals.

While many practices focus primarily on investments, insurance, and banking requirements, Balance Wealth Partners takes a broader, more comprehensive view of finances. The process begins with a personalized conversation covering retirement needs, essential expenses, lifestyle considerations, preparation for the unexpected, and legacy planning.

Founded by Jeff Panik, CFP®, MSFS, CLTC, Balance Wealth Partners strives to empower successful people to envision their dreams, define their goals, and live intentionally toward their financial future.

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