Tag Archives: Retirement Plan

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Episode 4 – Become a World-Class Saver



In the world of finance, everyone seems to be concerned with rate of return on investments, rather than focusing on saving. 

In this episode of The Utilization of Money Podcast, Todd Levine reveals how he helps clients improve their discipline and become world-class savers. This conversation will empower you to start paying yourself first. 

In this episode, you will learn:

  • The six tricks to focus on when it comes to saving
  • How to create savings goals 
  • What the re-engineering process is like at Levine Financial Group
  • Why you should have a separate “wealth accumulation account”
  • And more!

Tune in and learn how to become a world-class saver!

Resources:  Levine Financial Group

 

2019-89771 Exp. 11/21


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Episode 3 – What Does The Living Balance Sheet Say About You?



The initial meeting at Levine Financial Group is a completely comprehensive look at a prospect’s financial situation, their current plan, and what goals they want to meet. 

In this episode of The Utilization of Money, Todd Levine describes the next steps he takes with clients once they’ve agreed to work together, and he uncovers how he uses The Living Balance Sheet to help them reach their financial goals.

In this episode, you will learn:

  • About the agenda for the second meeting with a client
  • What The Living Balance Sheet is and why it’s critical for creating a financial plan 
  • Why The Living Balance Sheet is so effective for Levine Financial Group
  • What other financial tools are used by the team at Levine Financial Group
  • And more!

Tune into this episode to discover what you could learn from The Living Balance Sheet!

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. 


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Episode 2 – The Levine Financial Group Experience



What would it be like to work with Levine Financial Group? You’re about to find out.

Join Todd Levine as he gives you an exclusive look at what it’s like to be a client. If you’ve ever wondered what it’d be like to have a team of financial planning experts on your side, this is the show for you.

In this episode, you will learn:

  • How Levine Financial Group grows its client base
  • About the soft steps that are taken to help prospects feel comfortable
  • What you can expect from the team 
  • What is expected of you as a client
  • And more!

Tune in now to learn about the Levine Financial Group. If you are all in, they are all in!  

Resources:  Levine Financial Group | Email

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.

2019-86268 Exp. 9/21


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Episode 1 – Meet Your Host, Todd Levine



Welcome to The Utilization of Money Podcast! 

In this inaugural episode, you will meet Todd Levine, founder of Levine Financial Group. Listen to this energetic conversation and get to know Todd both professionally and personally. 

In this episode, you will learn:

  • What led Todd into the finance industry (and what prompted him to venture out on his own)
  • About his passions for his clients and community
  • About the Levine Financial Group team
  • What Todd would do if he had all the money in the world
  • And more!

Tune in now to learn about your host, Todd Levine, and the Levine Financial Group!  

Resources: Levine Financial Group | Email

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. 2019-85817 Exp. 9/21