Episodes
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...
Sept. 12, 2023
Encore: Next Generation Investing Insights
Join us for an encore presentation of The Lebenthal Report, where we dive deep into the dynamic world of investing at a young age and the unique experience of living on Long Island. In this captivating episode, your hosts, Mi...
Sept. 5, 2023
Medicare 101 with Keith Chatel
Join us for this insightful episode of The Lebenthal Report where Michael and Dominick discuss the ins and outs of Medicare with seasoned expert, Keith Chatel. Keith has spent decades helping individuals make sense of the com...
Aug. 22, 2023
Municipal Market Update with Megha Shrimal
In this episode of The Lebenthal Report Podcast, we're thrilled to welcome a distinguished expert in the field of municipal markets, Megha Shrimal, from MacKay Shields. Megha joins Michael and Dominick as they delve into in-d...
Aug. 15, 2023
Dana Investments Mid-Year Update
In this episode of The Lebenthal Report, we delve into a comprehensive mid-year market update. Joined by expert guest, Greg Dalhman, CFA, Senior Vice President and Portfolio Manager from Dana Investment Advisors. Greg provide...
Aug. 8, 2023
Embracing Our Awkwardness with Henna Pryor
This week on the Lebenthal Report Michael & Guest Host, David Walker, welcome Workplace Performance Expert and New Author, Henna Pryor, PCC. Henna is a highly sought-after Workplace Performance Expert and an award-winning 2x ...
Aug. 1, 2023
Encore: Feeling Bullish or Bearish with John Eade
In this audio only, power-packed encore episode, we unpack the hot topics of inflation and earnings recession while shedding light on the age-old battle between bull and bear markets. Joined by seasoned financial expert, John...
July 25, 2023
Decoding the Fed with Marc Rappaport
In this captivating podcast episode, we delve into the intricate world of central banking and attempt to decipher the enigmatic moves of the Federal Reserve. Our expert guest speaker, Marc Rappaport, CEO of DCM Advisors, join...
July 11, 2023
July Market Update
In this episode of The Lebenthal Report, Michael and Dominick give us a current mid-summer market update. We dive deep into the current financial landscape to provide you with crucial insights on navigating through uncertain ...
June 27, 2023
End-of-Quarter Update with Special Guest Co-Host Phil Blancato
On this episode of The Lebenthal Report, we welcome back special guest co-host Phillip Blancato. Phil is the President and Chief Executive Officer of Ladenburg Thalmann Asset Management. Phil joins Dominick to provide importa...
June 6, 2023
The Parent Trap with Nate Hilger
In this eye-opening episode, we welcome author and economist, Nate Hilger. Michael and Dominick delve into the disparities between high-income and low-income parenting. Join us as we explore the unique financial challenges ea...
May 9, 2023
May Market Update with Michael & Dominick
In this episode of The Lebenthal Report, Michael and Dominick give us a current market update. We dive deep into the current financial landscape to provide you with crucial insights on navigating through uncertain times. Join...
May 2, 2023
Navigating the World of Long-Term Care
This week on the Lebenthal Report we welcome back returning guest, Ron Roel. Ron Roel is the host of 45 Forward, a nationwide internet talk radio show on VoiceAmerica.com. Michael and Dominick discuss with Ron common challeng...
April 25, 2023
Psychology of Brand Love
This week on The Lebenthal Report we welcome Dr. Aaron Ahuvia, Ph.D. Dr. Ahuvia author of “The Things We Love: How Our Passions Connect Us and Make Us Who We Are discusses the psychology behind brand love and customer loyalty...
April 18, 2023
The Importance of Life Insurance
This week on The Lebenthal Report we welcome Howard Jonas, CLU, ChFC, REBC, CASL, Director of Advanced Sales from Crump Life Insurance. Howard provides technical support to financial advisers with estate planning, charitable ...
March 28, 2023
Talking Federal Reserve with Steve Friedman
This week on The Lebenthal Report we welcome Steven Friedman from MacKay Shields. Steve is a Managing Director and Co-Head of Macro and Quantitative Solutions. He also serves as Senior Macroeconomist for the Global Credit and...
March 21, 2023
Creating Superfans with Brittany Hodak
This week on the Lebenthal Report we welcome Keynote Speaker & Author, Brittany Hodak. Brittany Hodak, is an award-winning marketing expert and customer experience speaker, she holds a master’s degree in marketing and is the ...
March 14, 2023
The Banking Crisis with Jack Manley from J.P Morgan
This week on the Lebenthal Report we are excited to welcome guest Jack Manley. Jack Manley, vice president, is a Global Market Strategist on the J.P. Morgan Asset Management Global Market Insights Strategy Team. Jack is respo...
March 7, 2023
A Conversation with Author, Douglas Bauer
This week on the Lebenthal Report we welcome author, Douglas Bauer. Michael and Dominick go into detail with Doug about how he was inspired for his newest novel, The Beckoning World, which was released Fall of 2022. Doug also...
Feb. 28, 2023
Simplifying 529 with Kris Adrian from J.P. Morgan
This week on the Lebenthal Report we welcome back returning guest Kristia Adrian. Kristia Kris Adrian, Executive Director, serves as the 529 Specialist for J.P. Morgan Asset Management. In her role, Kris travels throughout th...
Feb. 21, 2023
A View of the Market from J.P. Morgan’s David Lebovitz
This week on The Lebenthal Report, we welcome back Managing Director & Global Market Strategist at J.P. Morgan, David Lebovitz. In this role, David is responsible for delivering timely market and economic insights to clients ...
Feb. 14, 2023
Trust and Estate Update with Harold Bollaci
This week on The Lebenthal Report we welcome back returning guest Harold Bollaci. Harold A. Bollaci, P.C. has been practicing law in Nassau County and New York City for almost 20 years, specializing in elder law, estate plann...
Feb. 7, 2023
2023 Outlook with Lauren Goodwin
This week on the Lebenthal Report we welcome back Lauren Goodwin, CFA. Michael and Dominick catch up with Lauren to discuss the outlook of 2023. Lauren helps us make sense of the recent news cycle and how it may affect the cu...
Jan. 31, 2023
Encore Secure act 2.0- how the new retirement rules may affect you
This week on the Lebenthal Report Michael and Dominick welcome back Roberta Eckert. Roberta Eckert is a Vice President of the Nationwide Retirement Institute where she is passionate about preparing clients, plan sponsors and ...