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 →