Episodes

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 each group faces and discuss strategies to bridge the gap and create a more equitable environment for all families. From examining privileges and pressures to addressing systemic barriers, we aim to foster empathy and advocate for a more inclusive future. These ideas and more ...

This informative episode of the Lebenthal Report should not be missed. Check out this encore episode where 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 challenges and solutions when planning for long term care while also touching upon current issues surrounding nursing homes. They focus on timely topics that are featured in Ron's soon-to-be-published guide for...

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 us as we analyze recent market trends, discuss the impact of global events on various sectors, and explore potential investment strategies.

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 challenges and solutions when planning for long term care while also touching upon current issues surrounding nursing homes. They focus on timely topics that are featured in Ron’s soon-to-be-published guide for family caregivers: The Caregiver Navigator. We highly recommend this epi...

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. They go into detail about the difference between value and love. We ask the question what does a company do right to create that value proposition? They discuss how the psychological aspects behind this can help the company raise stock. You will LOVE this informative episo...

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 planning, wealth transfer, and business succession planning situations. Michael and Dominick discuss with Howard how life insurance can be an important part of a comprehensive financial plan. While no one wants to think about their own mortality, life insurance can be used i...

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 Global Fixed Income teams and Chair of their Investment Policy Committee. Michael and Dominick talk about the Federal Reserve with Steve and touch upon many of our clients' burning questions about the current state of the economy. Steve helps break down where we are in the ...

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 author of “Creating Superfans”. Over the years, she oversaw multi-million-dollar and award-winning campaigns for Johnson & Johnson, A&E Television and LG. Michael and Dominick discuss with Brittany how to build a community of loyal customers. They explore why customer retent...

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 responsible for delivering timely market and economic commentary to institutional and retail clients across the United States and Canada. In addition, he is a contributor to the J.P. Morgan Long-Term Capital Market Assumptions and has authored numerous papers on both global and d...

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 discusses how to get into the business of being a writer. Doug’s vast experience and knowledge are something to aspire to. He is the author of three previous novels — Dexterity; The Very Air and The Book of Famous Iowans — and three works of non-fiction — Prairie City Iowa:...

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 the country to educate clients and advisors on college planning and The Advisor-Guided 529 Plan using College Planning Essentials. Kris helps navigate a simplified explanation of 529 with Michael and Dominick. Previously, Kris was an Internal Client Advisor for over a decade w...

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 across the country. David helped build the Market Insights program in the United Kingdom and Europe has appeared on both Bloomberg TV and CNBC and is often quoted in the financial press. Michael and Dominick discuss with David the view of the market forecast going forward. A...

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 planning, estate administration, and estate litigation. Michael and Dominick go in depth with Harold about the upcoming changes in Medicaid rules that are going into effect in 2024 and how you can act now to protect yourself. They answer some of the more prominent questions from ...

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 current market. She also touches upon growth vs value and where the opportunities lie in US equity versus International equity. Lauren Goodwin, CFA, is an Economist & Director of Portfolio Strategy at New York Life Investments. She was named a 2020 Business Insider Rising Star...

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 plan participants as they navigate the changing world of retirement planning. Her areas of focus are Retirement Income planning and distribution, Long-term Care and Affluent Investor acquisition. She speaks to thousands of financial advisors, their clients and retirement pla...

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 plan participants as they navigate the changing world of retirement planning. Her areas of focus are Retirement Income planning and distribution, Long-term Care and Affluent Investor acquisition. She speaks to thousands of financial advisors, their clients and retirement pla...

This week on The Lebenthal Report we are excited to welcome Ty Burr. Ty Burr was a film critic and pop culture columnist for The Boston Globe for two decades, from 2002 to 2021. He currently writes “Ty Burr’s Watch List” (tyburrswatchlist.substack.com), a popular e-newsletter for movie and TV recommendations—including streaming ones—and cultural commentary. He is the author of the critically acclaimed books Gods Like Us: On Movie Stardom and Modern Fame (2013) and The Best Old Movies for Familie...

On this episode of the Lebenthal Report, Michael and Dominick welcome back Jonathan Mackay from Schroders. Johnathan discusses the current market and how we can make sense of the craziness we’ve been seeing. Jonathan Mackay is the Head of Platform Distribution at Schroders, which involves working in partnership with Hartford Funds to represent our strategies to financial advisors and intermediaries in the Northeast region. He joined Schroders in 2016 and is based in New York. Jonathan was a Seni...

For our debut show of 2023, we welcome American TV producer Natasha Lance Rogoff to discuss her memoir, Muppets in Moscow: The Unexpected Crazy True Story of Making Sesame Street in Russia, which Rowman & Littlefield published recently. It chronicles Natasha’s experience producing a Russian version of Sesame Street in post-Soviet Union Russia. It falls under the category of “And you thought your job was tough.” Available now on voiceamerica.com, YouTube, Apple Podcasts, and Spotify.

As our final podcast for 2022 Michael and Dominick wrap up by reviewing the year and discuss what we may expect in 2023. Happy New Year to all our listeners!

As our final podcast for 2022 Michael and Dominick wrap up by reviewing the year and discuss what we may expect in 2023. Happy New Year to all our listeners!

As our final podcast for 2022 Michael and Dominick wrap up by reviewing the year and discuss what we may expect in 2023. Happy New Year to all our listeners!

n/a

N/A