Mission Matters Money with Adam Torres

In this episode, Adam Torres and Jeff Panik, Managing Director at Balance Wealth Partners, about building a Financial Life Inventory Plan (FLIP), avoiding one-size-fits-all retirement advice, and preparing for risks like debt, healthcare costs, and sequence of returns risk before retiring. About Jeff Panik After 25 years of experience as a financial advising professional, Jeff knows his job is to help clients strike a balance between living well today and planning for the future. In fact, Jeff founded Balance Wealth Partners with a simple goal in mind: to create tailored plans for intentional living. During his career, Jeff has worked with hundreds of families, individuals and small businesses to help them set goals, strategically manage their assets and work towards achieving their dreams. About Balance Wealth Partners Balance Wealth Partners offers wealth management designed to make life easier and more rewarding. The firm breaks retirement down step-by-step and helps clients take the uncertainty out of planning for the future. Now more than ever, Balance Wealth Partners believes individuals need experienced professionals who act in their best interest and help plan for both short-term and long-term goals. While many practices focus primarily on investments, insurance, and banking requirements, Balance Wealth Partners takes a broader, more comprehensive view of finances. The process begins with a personalized conversation covering retirement needs, essential expenses, lifestyle considerations, preparation for the unexpected, and legacy planning. Founded by Jeff Panik, CFP®, MSFS, CLTC, Balance Wealth Partners strives to empower successful people to envision their dreams, define their goals, and live intentionally toward their financial future. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, ⁠Adam Torres⁠ and ⁠Ibrahim Sagna⁠, Executive Chairman at Silverbacks Holdings, about investing in high-growth African companies across tech, sports, entertainment, and media. Ibrahim shares Silverbacks’ founder-focused strategy, why global revenue and cross-border scale matter, and how diaspora demand is reshaping opportunity for African-led businesses worldwide. About ⁠Ibrahim Sagna⁠ Ibrahim Sagna is the Executive Chairman of Silverbacks Holdings, a private investment firm focused on tech, entertainment, and sports, with nine profitable exits since 2019.  Silverbacks' landmark investments include Uber backed Moove, Stripe backed Wave Mobile Money, Netflix movies producer Forever7 Entertainment, DAZN and Warner Bros Music Africa sponsored African Warriors Fighting Championship (AWFC), as well as the NBA Africa tournament participating basketball team, Cape Town Tigers.  He serves on several boards and hosts the "IN THE VALLEY" business podcast. His 30 year career includes high finance roles at IMF, Africa Finance Corporation, Afreximbank, Rwanda Capital Markets Authority, Millennium and ECP.  He holds degrees from Boston College, INSEAD, LBS, and HBS. About ⁠Silverbacks Holdings⁠ Silverbacks Holdings backs dominant platform builders in underserved markets, primarily across Africa and its vicinity. The firm supports founders after product-market fit to sustain industry leadership, strengthen governance, and expand internationally. As a data-driven capital allocator, Silverbacks Holdings seeks alpha by investing in tech-enabled, export-oriented businesses across high-growth sectors including technology, entertainment, sports, and the creative economy—industries seen as key drivers of job creation and regional advancement. Follow Adam on Instagram at ⁠https://www.instagram.com/askadamtorres/⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠https://missionmatters.lpages.co/podcastguest/⁠ Visit our website: ⁠https://missionmatters.com/⁠ More FREE content from Mission Matters here: ⁠https://linktr.ee/missionmattersmedia⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, Adam Torres and John Gronen, CFO at Yooz, about the evolving CFO role and how AP automation supports lean finance operations. John explains how Yooz streamlines invoice intake, approvals, and payments while improving visibility and helping teams reduce manual errors and fraud risk. About Yooz Yooz provides the smartest AI-powered AP automation solution for the most ambitious companies on the planet. It powers a unique, lean model of financial operations that delivers end-to-end transparency over all your processes. This helps eliminate waste, realize total control, and achieve unmatched savings, speed, and security for more than 7,000 customers and 600,000 users worldwide – and all with affordable zero-risk subscriptions. Yooz’s unique solution leverages industry-leading proprietary AI and RPA technologies to deliver unmatched AP automation, fraud protection, traceability, and end-to-end customizable features. It integrates seamlessly with more than 250 financial systems, exceeding any other solution on the market. Follow Adam on Instagram at https://www.instagram.com/askadamtorres/ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: https://missionmatters.lpages.co/podcastguest/ Visit our website: https://missionmatters.com/ More FREE content from Mission Matters here: https://linktr.ee/missionmattersmedia Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, ⁠Adam Torres⁠ and ⁠Anurag Chandra⁠, CIO of Kosha Capital Partners, about lessons from the Milken Middle East & Africa Summit, building a family office, and how investors evaluate risk and time horizon through asset allocation. Anurag also shares practical guidance for founders building in emerging ecosystems outside Silicon Valley. Big thank you to ⁠⁠⁠⁠⁠⁠⁠⁠⁠Milken Institute⁠⁠⁠⁠⁠⁠⁠⁠⁠! Follow Adam on Instagram at ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://www.instagram.com/askadamtorres/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.lpages.co/podcastguest/⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ Visit our website: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠https://missionmatters.com/⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices

In this episode, ⁠Adam Torres⁠ and ⁠Samy Mohamad⁠, Founder of Tabadulat, during the Mission Matters MEA Summit series. Samy shares how his background in professional trading led him to build compliant investing infrastructure, secure funding and licenses, and partner with banks to expand ethical access to global capital markets. About ⁠Tabadulat⁠ Tabadulat empowers individuals and institutions to invest with confidence, ensuring full compliance with Shariah principles.Tabadulat offers transparent, ethical investing and access to carefully selected halal stocks for long-term growth. This interview is part of our Middle East & Africa Summit Milken Coverage Series. Big thank you to ⁠⁠⁠Milken⁠⁠⁠. Follow Adam on Instagram at ⁠⁠⁠https://www.instagram.com/askadamtorres/⁠⁠⁠ for up to date information on book releases and tour schedule. Apply to be a guest on our podcast: ⁠⁠⁠https://missionmatters.lpages.co/podcastguest/⁠⁠⁠ Visit our website: ⁠⁠⁠https://missionmatters.com/⁠⁠⁠ More FREE content from Mission Matters here: ⁠⁠⁠https://linktr.ee/missionmattersmedia⁠⁠⁠ Learn more about your ad choices. Visit podcastchoices.com/adchoices