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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