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Jeff Panik

Jeff Panik

Founder & Managing Director of Balance Wealth Partners; CFP® with 25+ years in financial advisory serving pre-retirees and young adults on retirement planning and financial literacy

Jul 21, 2026

The Uncertainty E.D.G.E.

The Uncertainty E.D.G.E.

Starting Line to Finish Line: Building Financial Resilience with Jeff Panik

Jul 21 · 47m

Sam Sivarajan
Sam SivarajanHOST
1:45
Can you walk us through that journey and the moment when you realized financial literacy was going to become your life's work?
Jeff Panik
Jeff PanikGUEST
1:53
Yes, certainly.
Jeff Panik
Jeff PanikGUEST
1:54
I grew up really without, I would say, a roadmap for money.
Jeff Panik
Jeff PanikGUEST
1:58
I really didn't have a mentor or accountability.
Jeff Panik
Jeff PanikGUEST
2:02
If you're in an environment where you're trying to get by day to day, it was just my mother and myself.
Jeff Panik
Jeff PanikGUEST
2:09
It was more of a week to week type of thing from the standpoint of money.
Jeff Panik
Jeff PanikGUEST
2:13
We weren't thinking about retirement.

23 MINS LATER

Sam Sivarajan
Sam SivarajanHOST
25:32
common, sorry, what are the most common misalignments you see when people approach this transition?

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