Episodes

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 specific challenges women face in managing finances and the crucial role of financial literacy. They delve into the importance of empowering women to join the financial industry and provide actionable insights on how they can learn about finances. From understanding intricate fin...

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 facilities for appropriate care and housing decisions. Together, they delve into the critical topic of planning for aging and senior care. They explore the financial implications, personal limitations, and solutions surrounding senior care planning. From discussing the impac...

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 from planning and security to the intricate details of divorce. Karen brings her expertise to discussions about asset division strategies and the importance of updating life insurance beneficiaries post-divorce. Dive into their insights on the impact of rising interest rates...

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 discusses his background and current role, shedding light on his recent publication addressing climate change solutions. As the conversation unfolds, Dr. Berger shares insights on how climate change might impact the market, advocating for urgent action. Meanwhile, Michael and ...

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 dynamics and economic trends, navigating the intricacies of the current macro landscape. They analyze minimal market losses despite negative news and pressure on bonds from interest rates, speculating on the Federal Reserve's upcoming decisions and predicting lower interest r...

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 converting 529 plans, highlighting the crucial role of state tax deductions in shaping client decisions. Where they dive into a detailed review of upcoming changes in Secure Act 2.0 and the effects on 529 plans with a focus on educating about state tax implications. Get valuable insi...

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 clinical psychologist, author, and public speaker. The conversation unfolds as they unravel the intricate link between client happiness and financial well-being, underscoring the importance of comprehending personal goals and aspirations. Together, they navigate the challenges...

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 plans, highlighting the crucial role of state tax deductions in shaping client decisions. Where they dive into a detailed review of upcoming changes in Secure Act 2.0 and the effects on 529 plans with a focus on educating about state tax implications. Get valuable insights in...

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 investor complacency, along with Dominick's perspective on the robust economy and the Federal Reserve's measured approach to interest rates, create a thought-provoking dialogue. The episode features an intriguing segment with guest Phil Blancato, a prominent figure in the f...

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, author, and public speaker. The conversation unfolds as they unravel the intricate link between client happiness and financial well-being, underscoring the importance of comprehending personal goals and aspirations. Together, they navigate the challenges and stress associat...

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 optimistic outlook for 2024. They explored topics from the current state of the economy to insights on the Federal Reserve's policies. Discover the future impact of AI on various sectors and get valuable investment strategies. Trust us, this episode is AI-mazing! Find the episode o...

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, resolutions, and financial insights with Harold in this impactful podcast episode. From navigating changes in estate tax laws to emphasizing the 'house cleaning' of wills and healthcare proxies, the trio provides essential tips. Uncover the importance of updating beneficiary desig...

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 outlook for 2024. They explored topics from the current state of the economy to insights on the Federal Reserve's policies. Discover the future impact of AI on various sectors and get valuable investment strategies. Trust us, this episode is AI-mazing! Find the episode on Voic...

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 impactful podcast episode. From navigating changes in estate tax laws to emphasizing the 'house cleaning' of wills and healthcare proxies, the trio provides essential tips. Uncover the importance of updating beneficiary designations, trust funding, and the significance of cl...

Will Add

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 begins with an analysis of the recent interest rate drop and its links to a market rebound, while expressing concerns about inflated rate expectations. Sean McLeod adds valuable insights on market evolution, strategic considerations, and emphasizes the resilience of diverse ...

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 investment strategies. Together, they delve into the recent market downturn, discussing the shift from large cap stocks and stressing the significance of diversified portfolios for robust outcomes. The episode pays homage to investment luminary Charlie Munger, reflecting on...

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 discussions on Federal Reserve interest rates, market performance, consumer spending, credit card debt, and government debt. Tune in for valuable insights on how headline risk plays a crucial role in financial planning and market strategies. Stay well-informed and ready for any ma...

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 Lynch is a Managing Director of Applied Insights for Hartford Funds. In his current capacity, he plays a pivotal role in enlightening financial professionals and their clients about the ever-evolving landscape of opportunities within the financial services sector. These oppor...

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: Walt, the Environmentalists, and the Ski Resort That Never Was. Disneyland on the Mountain is a remarkable exploration of Walt Disney's ambitious endeavor to build a ski resort in the Sierra Nevada mountains. Greg and Kathryn delve into this captivating narrative that reveals...

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, Scott Hartzman, to share the compelling story of his business journey. From inception to growth, you'll discover the unique insights and experiences that have paved the way for his remarkable success. If you're searching for inspiration and valuable entrepreneurial wisdom, th...

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 expertise in the field of recruiting, making him the perfect guest to shed light on the ever-evolving job market. We also have a special treat for our listeners – a guest host, David Walker, who boasts an impressive career history in the world of recruiting. David will provide a fre...

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, the specter of inflation, and their collective influence on investment decisions. Tune in for valuable insights during these times. Now available on VoiceAmerica.com, Youtube, Spotify & Apple Podcasts.

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 Environmentalists, and the Ski Resort That Never Was. Disneyland on the Mountain is a remarkable exploration of Walt Disney's ambitious endeavor to build a ski resort in the Sierra Nevada mountains. Greg and Kathryn delve into this captivating narrative that reveals the unwritten chapte...