Episodes

Retain Your Brain
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...
Encore Empowering Financial Futures
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...
Encore Practical Planning for Aging with Grace
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 ...
Empowering Financial Futures
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...
Practical Planning for Aging with Grace
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 ...
Asset Division: Insights for Divorcing Couples
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 ...
Charting a Sustainable Future
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...
Macro Lens on Markets
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...
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...