Empowering Financial Literacy: Bridging Gaps and Building Futures with Jeff
Discover how to empower yourself and your loved ones with essential financial literacy skills! This episode features an enlightening discussion with our special guest, Jeff, as we uncover the emotional and educational gaps in today’s financial Education system. We reveal startling statistics about Millennials’ financial unpreparedness and its impact on their future, alongside the necessity for early savings and the dangers of taking advice from unqualified sources. You’ll gain insights into why seeking professional financial guidance is crucial for a stable and prosperous future.
We also dive into a groundbreaking new book offering a thorough financial framework for young people, making difficult Money conversations between generations easier and more productive. Learn practical tips on budgeting, the importance of insurance, and even the financial realities of pet ownership. We’ll cover how to manage debt effectively to ensure a comfortable Retirement and discuss identity theft prevention for seniors. Ending on a lighter note, we share a fun hypothetical dinner party scenario, featuring a mix of impactful and entertaining guests. Tune in to equip yourself with the knowledge to navigate financial challenges and build a secure future!
(01:42 – 03:10) Financial Education and Generation Gaps
(11:38 – 12:02) Record-Breaking Dog Podcast Interview
(13:33 – 14:36) Financial Life Inventory Planning for Couples
(21:03 – 21:50) Planning for Retirement Without Debt
(24:15 – 25:03) Identity Theft Awareness for Seniors
(26:37 – 28:08) Balancing Life and Money Podcast
With almost twenty-five years of experience as a financial advising professional, Jeffrey Panik, MSFS, CFP,® knows that his job is to help clients strike a balance between living well today and planning for the future. Throughout his career, Jeff has worked with hundreds of families, individuals, and small businesses to help them set goals, strategically manage their assets, and work toward achieving their dreams.
The first in his family to attend college, Jeff believes it is imperative to start the discussion of financial literacy early to best prepare for financial success throughout life. Jeff served in the US Army after college, which, as part of his service agreement, paid the student loans he had accrued. He was honorably discharged and began working as a Financial Advisor trainee at a large brokerage firm.
Though Jeff grew up in Southwestern Pennsylvania, he has lived in the Atlanta area for two decades. Jeff and his wife Rebecca currently live in Atlanta, Georgia. When he isn’t working, Jeff enjoys spending time with family, traveling, reading, and all types of sports.
www.jeffreypanik.com
https://www.instagram.com/yourfutureisnow12/
https://www.facebook.com/profile.php?id=61561132010284
YouTube @JeffPanik
NEWSLETTER: https://view.flodesk.com/pages/64e2b98cca259e13f0890575
SERVING JOURNAL: https://www.amazon.com/dp/B0CSNSY1M1
PODCAST SWAG: https://millions.co/doing-business-with-a-servant-s-heart-san-jose
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