Episodes
April 9, 2024
Asset Division: Insights for Divorcing Couples
In this episode of the Lebenthal Report, join hosts Michael and Dominick as they welcome special guest Karen Svendsen, an esteemed attorney at Long Tuminello, LLP. Together, they delve into crucial financial topics, spanning ...
April 2, 2024
Charting a Sustainable Future
This week on the Lebenthal Report, we welcome Dr. John Berger, PhD, an environmental science and policy specialist, author, and journalist, to delve into the critical issue of climate change. With his expertise, Dr. Berger di...
March 19, 2024
Macro Lens on Markets
This week on the Lebenthal Report, Dominick and Michael welcome special guest Michael Logalbo, known as Macro Mike, a global market strategist at New York Life Investments. The trio engages in a candid exploration of market d...
March 12, 2024
Encore Navigating New Education Savings Rules 2024
In this insightful encore episode of The Lebenthal Report, Michael and Dominick welcome back Kristia Adrian, Executive Director and 529 Specialist for J.P. Morgan Asset Management. The team tackles the challenges of convertin...
March 5, 2024
Encore Financial Well-being with Dr. Beth Kurland
In case you missed it.. tune into this encore episode of The Lebenthal Report, where Michael and Dominick delve into a captivating exploration of emotions, attitudes, and agency in money management with Dr. Beth Kurland, a cl...
Feb. 27, 2024
Navigating New Education Savings Rules 2024
In this insightful episode of The Lebenthal Report, Michael and Dominick welcome back Kristia Adrian, Executive Director and 529 Specialist for J.P. Morgan Asset Management. The team tackles the challenges of converting 529 p...
Feb. 20, 2024
A Recession to The Election with Phil Blancato
In this riveting episode of The Lebenthal Report, hosts Michael and Dominick engage in a dynamic discussion covering pivotal topics such as the stock market, economy, and financial insights. Michael's cautionary notes against...
Feb. 13, 2024
Financial Well-being with Dr. Beth Kurland
In this week's installment of The Lebenthal Report, join Michael and Dominick as they delve into a captivating exploration of emotions, attitudes, and agency in money management with Dr. Beth Kurland, a clinical psychologist,...
Feb. 6, 2024
Encore Tech & Trends with John Eade
Tune in to this encore episode of The Lebenthal Report where August Research CEO John Eade joins Michael and Dominic for a dynamic discussion on the economy and the AI sector. The conversation ended positively with an optimis...
Jan. 30, 2024
Encore Protect your Legacy with Harold Bollaci
In case you missed it.. Check out this encore episode of The Lebenthal Report where Michael and Dominick welcome back a client favorite guest, Harold Bollaci, P.C. Together Michael and Dominick explore estate planning, resolu...
Jan. 16, 2024
Tech & Trends with John Eade
Tune in to the latest episode of The Lebenthal Report! August Research CEO John Eade joins Michael and Dominic for a dynamic discussion on the economy and the AI sector. The conversation ended positively with an optimistic ou...
Jan. 2, 2024
Protect your Legacy with Harold Bollaci
This week on The Lebenthal Report Michael and Dominick welcome back a client favorite guest, Harold Bollaci, P.C. Together Michael and Dominick explore estate planning, resolutions, and financial insights with Harold in this ...
Dec. 5, 2023
A Peek at Dividend Stocks
In the latest episode of The Lebenthal Report, hosts Michael and Dominick, along with guest Sean McLeod, CFA, Portfolio Manager, and Vice President at Dana Investment Advisors, explore the financial landscape. The discussion ...
Nov. 28, 2023
Muni Bond Update
In this episode of The Lebenthal Report, hosts Dominick and Michael are joined by special guest William (Bill) Roach from Macquarie Investment Management, adding a wealth of knowledge to our exploration of market dynamics and...
Nov. 14, 2023
November Market Update
On the latest episode of The Lebenthal Report, Michael & Dominick bring you a can't-miss November Market update! They tackle essential subjects like the economy, financial planning, and market trends, offering in-depth discus...
Nov. 7, 2023
Demystifying Social Security
This week, on The Lebenthal Report, Michael and returning guest co-host David Walker welcome special guest Michael Lynch. They engage in a thought-provoking discussion with Mike on the crucial topic of social security. Mike L...
Oct. 31, 2023
Encore: Disneyland on the Mountain
Check out the encore of this riveting episode of The Lebenthal Report. Michael and Dominick are joined by two distinguished guests, Greg Glasgow and Kathryn Mayer, authors of the enthralling book Disneyland on the Mountain: W...
Oct. 24, 2023
From Vision to Venture
On this special episode of The Lebenthal Report, we had the pleasure of sitting down with a remarkable young entrepreneur, James Lattanzi, creator of Bullseye Sneaker Boutique. He joins Michael and our returning guest host, S...
Oct. 17, 2023
Exploring Today's Job Market
On this week's episode of The Lebenthal Report, we are thrilled to welcome back guest, Scott Passeser, Senior VP of Executive Alliance, and Host of LINewsRadio’s Radio Jobline. Scott brings a wealth of experience and expertis...
Oct. 10, 2023
Navigating Economic Headwinds
Join us on this episode of The Lebenthal Report as we welcome back Duane Roberts, CFA from Dana Investment Advisors. Michael, Dominick, and Duane dissect the intricate relationship between current events, market fluctuations,...
Oct. 3, 2023
Disneyland on the Mountain
In this riveting episode of The Lebenthal Report, Michael and Dominick are joined by two distinguished guests, Greg Glasgow and Kathryn Mayer, authors of the enthralling book Disneyland on the Mountain: Walt, the Environmenta...
Sept. 26, 2023
Infrastructure and Real Estate Investment Update
In this week’s episode of The Lebenthal Report, Michael and Dominick dive into the world of infrastructure and real estate investments, by exploring the valuable insights with seasoned expert, Daniel Foley. Daniel Foley is an...
Sept. 19, 2023
A Jolly Outlook with Jake Jolly
In this episode of The Lebenthal Report, your hosts, Michael Hartzman & Dominick Tavella, are joined by returning guest Jake Jolly, CFA, Head of Investment Analysis at BNY Mellon. Together, they engage in a comprehensive disc...