Monthly Archives: June 2020

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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 this episode, you will learn:

  • How income protection can benefit you
  • How disability insurance works and how it can impact your life
  • What could happen if you are unable to work
  • The importance of getting insurance early and to the fullest extent
  • And more!

Listen now to hear the importance of protecting your greatest asset—your income!

Resources:  Levine Financial GroupThe Utilization of Money Podcast

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 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 sheet in greater detail, sharing the benefits of utilizing this financial tool. 

In this episode, you will learn:

  • Why Levine Financial Group utilizes the living balance sheet
  • Examples of past clients and how they’ve used the living balance sheet for protection purposes
  • The importance of keeping an open mind (remember: knowledge is true power)
  • How to tell if you really have enough saved for your retirement plans
  • And more!

Tune in to learn about the living balance sheet!

Resources:  Levine Financial Group |  Michael Karlin LinkedIn