In the Utilization of Money podcast Todd draws from years of expertise, solutions, strategies, and expert guests stories to help you understand how money works. Todd and his team teach listeners how to OWN their personal economy.
Episode 20 – Coordinating Your Financial Plan
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 →
Episode 19 – Paying For College Without Breaking The Bank
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 →
Episode 18 – Build a Plan That Works for You
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 →
Episode 17 – Are You Drowning In Student Debt?
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? →
Episode 16: The What and How of Guaranteed Income
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 →
Episode 15: Protecting Your 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 →