The Utilization of Money

While your financial plan is ultimately about your finances, it’s also about coordinating all the pieces so that they work cohesively. In this episode, Ben Duronio highlights the importance of coordinating your financial plan, and shares why it is important to focus on the process instead of the final product. In this episode, you will … Continue reading Episode 20 – Coordinating Your Financial Plan →

It’s no secret that paying for post-secondary education is a huge expense. But what type of account should you use to save for your child’s education to avoid breaking the bank? Micheal Karlin dives into the cost of college and the importance of saving early. He shares options for savings accounts and the potential benefits … Continue reading Episode 19 – Paying For College Without Breaking The Bank →

Is your financial plan working for you and your current and future goals? Ben Duronio walks us through the client process at Levine Financial Group. He explains how new client relationships begin, and the focus of new financial plans for clients. In this episode, you will learn: What the first call with a client looks … Continue reading Episode 18 – Build a Plan That Works for You →

Is it better to pay off your student loans quickly or balance your savings and make smaller payments? Ben Duronio takes a deep dive into student loans and how he advises his clients. He reveals the importance of balancing your financial plan between paying off your debt and creating an emergency fund. In this episode, … Continue reading Episode 17 – Are You Drowning In Student Debt? →

When it comes to planning for retirement, it’s important to understand your guaranteed income stream. In this episode, Michael Karlin discusses the importance of creating a retirement plan with an understanding of your guaranteed income stream, including recent changes, and how it may impact your retirement. In this episode, you will learn: What a guaranteed … Continue reading Episode 16: The What and How of Guaranteed Income →

Do you know what your greatest asset is? If we told you it was your ability to earn an income, would you know which steps you are taking to protect it? In this episode, Ben Duronio discusses income protection and the idea that your ability to earn an income is your most valuable asset. In … Continue reading Episode 15: Protecting Your Income →

At Levine Financial Group, one of the major tools we use when working with clients is the living balance sheet. But what sets this tool apart from others, and how does it differ from a regular balance sheet? In this episode of The Utilization of Money Podcast, guest host Michael Karlin explains the living balance … Continue reading Episode 14 – The Living Balance Sheet — with Michael Karlin →

The current global landscape feels scary for a lot of people. So much is unknown and there seems to be pressure to accomplish something with your “extra” free time, causing many to “fall into the gap” and avoid productivity. In this episode of The Utilization of Money Podcast, Todd Levine explains the importance of focusing … Continue reading Episode 13 – Don’t Fall Into the Gap →

Did you know that life insurance is referred to as “the gift of a lifetime”? In part two of this mini-series, Todd Levine dives deeper into whole life insurance and shares some examples of how clients have used whole life insurance in the past. In this episode, you will learn: The ways to use whole … Continue reading Episode 12 – The Many Uses for Whole Life Insurance – Part Two →

The current state of the economy can be concerning to even the most seasoned investor. How do you mentally handle a tumultuous economy when it comes to your money? In this episode of The Utilization of Money Podcast, Todd Levine explains how to maneuver tough economic times, financially and mentally. In this episode, you will … Continue reading Episode 11 – Navigating Through Tumultuous Times →

Most Americans understand that when it comes to life insurance, it’s important to have some sort of plan in place. But how much do you really know about life insurance and the many ways you can use it? In this episode of The Utilization of Money Podcast, Tod Levine dives deep into life insurance and … Continue reading Episode 10 – Life Insurance and the Many Ways You Can Use It →

Most Americans will face a mortgage at some point in their lives. Make sure you understand the basics of your mortgage. In this episode of The Utilization of Money Podcast, Todd Levine speaks with NIck Marenoski of Getarate, a tech-based mortgage lender and expert in ethical lending by educating, protecting, and empowering clients through affordable … Continue reading Episode 9 – Mortgage 101 with Guest Nick Marenoski →

If a 401(k) is a part of your retirement savings plan, are you confident it’s working properly for you and your goals for the future? In this episode of The Utilization of Money, Todd Levine caps off his three-part 401(k) series that highlights the potential advantages and downfalls of this savings vehicle. In this episode, … Continue reading Episode 8 – Weighing the Possible Advantages and Disadvantages of 401(k)s: Part 3 →

If a 401(k) is a part of your retirement savings plan, are you confident you have it working properly for you and your goals for the future? In this episode of The Utilization of Money, Todd Levine delves into the potential disadvantages of having a 401(k) as part of your retirement planning. There is much … Continue reading Episode 7 – Weighing the Possible Advantages and Disadvantages of 401(k)s: Part 2 →

If a 401(k) is part of your retirement savings plan, are you confident that you have it working properly for you and your future goals? In this episode of The Utilization of Money, Todd Levine elaborates on all of the potential advantages of using a 401(k) and how to ensure it’s evolving to meet your … Continue reading Episode 6 – Weighing the Possible Advantages and Disadvantages of 401(k)s: Part 1 →

It’s a new year, and that means it’s the perfect time to reflect on your goals and aspirations for your finances for the next 12 months. In this episode of The Utilization of Money, Todd Levine shares the top five goals that he believes clients should reach for in 2020. In this episode, you will … Continue reading Episode 5 – Own Your Top 5 Financial Resolutions →

In the world of finance, everyone seems to be concerned with rate of return on investments, rather than focusing on saving. In this episode of The Utilization of Money Podcast, Todd Levine reveals how he helps clients improve their discipline and become world-class savers. This conversation will empower you to start paying yourself first. In … Continue reading Episode 4 – Become a World-Class Saver →

The initial meeting at Levine Financial Group is a completely comprehensive look at a prospect’s financial situation, their current plan, and what goals they want to meet. In this episode of The Utilization of Money, Todd Levine describes the next steps he takes with clients once they’ve agreed to work together, and he uncovers how … Continue reading Episode 3 – What Does The Living Balance Sheet Say About You? →

What would it be like to work with Levine Financial Group? You’re about to find out. Join Todd Levine as he gives you an exclusive look at what it’s like to be a client. If you’ve ever wondered what it’d be like to have a team of financial planning experts on your side, this is … Continue reading Episode 2 – The Levine Financial Group Experience →

Welcome to The Utilization of Money Podcast! In this inaugural episode, you will meet Todd Levine, founder of Levine Financial Group. Listen to this energetic conversation and get to know Todd both professionally and personally. In this episode, you will learn: What led Todd into the finance industry (and what prompted him to venture out … Continue reading Episode 1 – Meet Your Host, Todd Levine →