Veteran On The Move

In this episode of Veteran On the Move, host Joe Crane sits down with Army veteran and financial advisor, Jeff Panik, the founder of Balance Wealth Partners. Jeff, who leveraged his military service to pay off college loans and build a 25-year career in finance, shares a unique perspective on the veteran transition and retirement planning. He discusses the crucial need for veterans to secure connections and resources to avoid getting "lost" after service, drawing parallels between the disciplined structure of the military and the financial industry. Jeff opens up about his decision to go independent, explaining how owning his own firm allows him to offer a more holistic and personalized approach to his clients, helping them not just manage money, but find their purpose in retirement. This conversation is a must-listen for any veteran approaching a big life decision or retirement, emphasizing the importance of a specific, customized financial roadmap and having those vital conversations before you hang up your