10 episodes

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.

The Utilization of Money Todd Levine

    • Investing

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 18 – Build a Plan That Works for You

    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 →

    • 30 min
    Episode 17 – Are You Drowning In Student Debt?

    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? →

    • 28 min
    Episode 16: The What and How of Guaranteed Income

    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 →

    • 32 min
    Episode 15: Protecting Your 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 →

    • 36 min
    Episode 14 – The Living Balance Sheet — with Michael Karlin

    Episode 14 – The Living Balance Sheet — with Michael Karlin

    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 →

    • 30 min
    Episode 13 – Don’t Fall Into the Gap

    Episode 13 – Don’t Fall Into the Gap

    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 →

    • 32 min

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