Monthly Archives: May 2020

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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 your mindset throughout this period of social distancing and how to change your relationship with your time. 

In this episode, you will learn: 

  • How reflection on your accomplishments will help you feel better
  • Steps you can take to reset your mindset
  • What “daily wins” are and how to establish this practice in your own life
  • How to identify your triggers and the ways to avoid them
  • How to stay motivated to achieving your goals 
  • And more!

Tune in to learn how to avoid falling into the gap during the COVID-19 crisis.

Resources:  Levine Financial Group

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Todd Levine, Registered Representative and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. Financial Representative of The Guardian Life Insurance Company of America (Guardian), New York, NY. 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.

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Episode 12 – The Many Uses for Whole Life Insurance – Part Two

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 life insurance outside of a pure protection play
  • How you can use life insurance to “borrow from your own bank”
  • The flexibility that comes with life insurance as an asset
  • What self-completing plans are and how they can help you when you lose your job 
  • And more!

Tune in to hear part two of this mini-series about whole life insurance. 

Resources:  Levine Financial Group | Episode 10: Life Insurance and the Many Ways You Can Use It (Part 1)