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Author | Financial Advisor
What if your retirement plan actually fit your life—and not just your
spreadsheet? Today’s guest, Jeff Panik, is a 25-year financial advisor,
U.S. Army veteran, and the founder of Balance Wealth Partners. Known
for breaking down complex topics into real-life solutions, Jeff helps
pre-retirees align their money with their values, goals, and family
priorities. If you’re feeling overwhelmed by Social Security decisions,
Medicare puzzles, or succession plans, Jeff’s here to make it all make
sense. You’ll walk away smarter—and more confident about your
future.