Episodes
July 16, 2024
Encore Workplace Evolution with Sarah Lieberman
Check out this encore episode of The Lebenthal Report where Michael and Dominick welcome back Sarah Lieberman, co-founder and principal of The CEO's Right Hand, to discuss the evolving work environment and workforce trends. T...
July 9, 2024
Performance Gap in S&P 500
On the latest episode of the Lebenthal Report, Michael and Dominick delve into mixed market trends, with the Dow slightly down and the S&P and Nasdaq up for the week. They welcome guest James Macey, CFA, CAIA, and Senior Inve...
July 2, 2024
Workplace Evolution with Sarah Lieberman
This week on The Lebenthal Report, Michael and Dominick welcome Sarah Lieberman, co-founder and principal of The CEO's Right Hand, to discuss the evolving work environment and workforce trends. They explore the shift towards ...
June 25, 2024
AI Boom and Energy Sector Insights
On this week's episode of The Lebenthal Report, Michael and Dominick are joined by Brock Campbell, Head of Global Research and Portfolio Manager at Newton Investments, a division of BNY Mellon. Together they discuss data impa...
June 18, 2024
Timely Insights with Josh Feuerman
On this must-listen episode of the Lebenthal Report, Michael and Dominick welcome guest Josh Feuerman, CFA and US Equity Specialist from JP Morgan Asset Management. Together, they discuss a range of timely topics, including p...
June 11, 2024
Encore Financial Equity For All
In case you missed it, check out this informative audio-only episode of The Lebenthal Report, where Michael and guest co-host David Walker discuss financial planning for people without children. They welcome Christine Erickso...
June 4, 2024
Encore Retain Your Brain
In case you missed it, we're excited to bring you an encore episode of The Lebenthal Report. This week, Michael and Dominick welcome back Bill McManus from Hartford Funds to discuss essential brain health tips—crucial for mak...
May 28, 2024
Financial Equity For All
On the latest audio-only episode of The Lebenthal Report, Michael and guest co-host David Walker discuss financial planning for people without children. They welcome Christine Erickson, founder of the New Legacy Institute (NL...
May 14, 2024
Retain Your Brain
This week on The Lebenthal Report, Michael and Dominick welcome back Bill McManus from Hartford Funds as they discuss essential brain health tips—crucial for making smart financial decisions. Bill, Vice President and Managing...
May 7, 2024
Encore Empowering Financial Futures
In case you missed it... check out this encore episode of The Lebenthal Report, where Michael and guest co-host David Walker welcome Jennifer Tarsney from New York Life. Jennifer, the Director of Practice Management at New Yo...
April 30, 2024
Encore Practical Planning for Aging with Grace
In case you missed it... check out this informative encore episode of The Lebenthal Report, where Michael and Dominick welcome Wendy Jones, CEO and Founder of Next Steps for Seniors, LLC. Next Steps for Seniors provides free ...
April 23, 2024
Empowering Financial Futures
This week on the Lebenthal Report, Michael and guest co-host David Walker welcome Jennifer Tarsney from New York Life. Jennifer, the Director of Practice Management at New York Life and Investments, joins to discuss the speci...
April 16, 2024
Practical Planning for Aging with Grace
On the latest episode of The Lebenthal Report, Michael and Dominick welcome Wendy Jones, CEO and Founder of Next Steps for Seniors, LLC. Next Steps for Seniors provides free information to clients, assisting them in locating ...
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...