Lots of people know how to make money. But far fewer understand how to protect it, manage it, and plan for the long arc of life once the hard work of earning is done. Jeffrey Panik brings clarity to complex financial decisions. Listen and learn as Jeffrey shares with roving reporter Rotbart his emphasis on individualized planning, long-term thinking, and his belief that communication is absolutely essential between spouses, across generations, and with trusted advisors. Drawing stories from his professional experience and from his personal history, Jeffrey will shake your beliefs and challenge your assumptions about financial planning and retirement readiness.

Jeffrey’s BIG TRUTH can be summarized in just six words: “Clarity today can prevent regret tomorrow.” We’ll say hello and shake your hand the moment you arrive at MondayMorningRadio.com