Episodes

Encore Navigating New Education Savings Rules 2024
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...
Encore Financial Well-being with Dr. Beth Kurland
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...
Navigating New Education Savings Rules 2024
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...
A Recession to The Election with Phil Blancato
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...
Financial Well-being with Dr. Beth Kurland
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,...
Encore Tech & Trends with John Eade
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...
Encore Protect your Legacy with Harold Bollaci
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...
Tech & Trends with John Eade
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...
Protect your Legacy with Harold Bollaci
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 ...
Year End Market Update
Dec. 26, 2023

Year End Market Update

Will Add
A Peek at Dividend Stocks
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 ...
Muni Bond Update
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...
November Market Update
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...
Demystifying Social Security
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...
Encore: Disneyland on the Mountain
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...
From Vision to Venture
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...
Exploring Today's Job Market
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...
Navigating Economic Headwinds
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,...
Disneyland on the Mountain
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...
Infrastructure and Real Estate Investment Update
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...
A Jolly Outlook with Jake Jolly
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...
Encore: Next Generation Investing Insights
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...
Medicare 101 with Keith Chatel
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...
Next Generation Investing Insights
Aug. 29, 2023

Next Generation Investing Insights

Join us in our latest episode 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. Michael and Dominick welcome young professionals ...