Monthly Archives: July 2020

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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 like
  • The importance of planning according to your goals
  • The benefit of keeping everything together 
  • The importance of consistently updating your financial plan
  • And more!

Tune in now to discover the planning process with Levine Financial Group!

Resources:  Levine Financial Group

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.

 

2020-104705 Exp 07/22


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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, you will learn:

  • The importance of paying your student loans steadily instead of quickly
  • How to refinance your student loans
  • The importance of balancing your finances
  • How taxes affect student loans
  • And more!

Tune in now as Ben Duronio discusses the variety of factors to think about when paying off your student loans.

Levine Financial Group 

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 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 income is
  • How guaranteed income has changed through the years
  • The importance of creating a retirement plan with a professional
  • The dangers of relying on certain assets
  • And more!

Join now to discover what you never thought about for your retirement plan!

Resources:  Levine Financial Group