Between Life and Money: Finding Balance

Financial Literacy Resources to Prepare for the Unexpected (Ep. 15)

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Do you have a plan in place for your loved ones if an unexpected event left you incapacitated?

Join us for this unmissable episode of ‘Between Life and Money: Finding Balance,’ as host Jeff Panik explores the critical importance of having the right documents in place for financial and medical planning when life throws sudden and unexpected changes your way. Through compelling real-life examples, Jeff emphasizes how comprehensive planning can prevent significant legal and financial complications for yourself and your family.

This episode is full of insightful explanations, real-world examples, and proactive resources for you to get your emergency plan started today!

Key Highlights:

  • Essential Documents: Learn the crucial differences between a living will and an estate will. Ensure you have a HIPAA form and durable powers of attorney for healthcare and finances
  • Planning Pitfalls: Avoid fragmented planning. Make sure all documents are signed, updated, and accessible to trusted individuals
  • Real-Life Examples: Real stories highlight the importance of proper documentation—like missing HIPAA forms and inadequate legal preparations leading to financial turmoil
  • Practical Advice: Use online resources for simple needs, consult professionals for complex situations, regularly review documents, and manage your digital footprint
  • Conclusion: Don’t leave your family’s future to chance. Comprehensive planning with the right documents safeguards your financial and legal well-being
  • Plus, so much more!

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    Resources:

    • Website: LegalZom.com
    • Website: TrustandWill.com

      • Connect with Jeff Panik:

      • LinkedIn: Jeff Panik, CFP®, MSFS, CRPS 
      • Website: BalanceWealthPartners.com
      • Book: Your Future Is Now
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        Between Life and Money: Finding BalanceBy Jeffrey Panik