Monthly Archives: January 2020

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Episode 6 – Weighing the Possible Advantages and Disadvantages of 401(k)s: Part 1



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 needs.

In this episode, you will learn:

  • How to maximize your savings in a 401(k)
  • How, if done correctly, tax savings could be another benefit
  • How to find the right 401(k) plan for your future needs
  • And more!

Tune in and learn how to get the most out of your 401(k)!

Resources:

Levine Financial Group | Part Two | Part Three

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Todd Levine registered representative and financial advisor of park Avenue securities LLC, PAS security products and advisory services offered through PAS, member R a S. IPC. Financial representative of the guardian life insurance company of America, guardian, New York, New York. PAS is an indirect, wholly owned subsidiary of guardian.

Levine Financial Group is not an affiliate or subsidiary of PAS or guardian.  Guardian, its subsidiaries, agents and employees do not provide tax, legal or accounting advice. Consult your tax, legal or accounting professional regarding your individual situation.

Guardian, its subsidiaries, agents and employees do not provide tax, legal or accounting advice. Consult your tax, legal or accounting professional regarding your individual situation.


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Episode 5 – Own Your Top 5 Financial Resolutions



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 learn:

  • Why you should focus on organizing the “junk drawer”
  • How to assess your savings goals to see if you are maximizing your capacity
  • The importance of being disciplined in your approach to budgeting
  • Reasons to work with a financial professional 
  • And more!

Tune into this episode of The Utilization of Money to start setting goals for 2020!

Resources:  Levine Financial Group

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