Episodes

Aug. 8, 2023

Embracing Our Awkwardness with Henna Pryor

This week on the Lebenthal Report Michael & Guest Host, David Walker, welcome Workplace Performance Expert and New Author, Henna Pryor, PCC. Henna is a highly sought-after Workplace Performance Expert and an award-winning 2x TEDx and global keynote speaker, executive facilitator, and coach. Her clients call her their “secret weapon for impossible change,” an honor she wears proudly. She’s known for her science-backed approach to improving the performance, habits, and actions of hungry high achie...
Aug. 1, 2023

Encore: Feeling Bullish or Bearish with John Eade

In this audio only, power-packed encore episode, we unpack the hot topics of inflation and earnings recession while shedding light on the age-old battle between bull and bear markets. Joined by seasoned financial expert, John Eade from Argus Research, we delve into the underlying factors driving these economic forces, dissect their impact on investments, and uncover practical strategies to navigate turbulent times. Whether you're a seasoned investor or just getting started, this episode equips y...
July 25, 2023

Decoding the Fed with Marc Rappaport

In this captivating podcast episode, we delve into the intricate world of central banking and attempt to decipher the enigmatic moves of the Federal Reserve. Our expert guest speaker, Marc Rappaport, CEO of DCM Advisors, joins us to shed light on the Federal Reserve's decision-making process and its potential impacts on the global economy. Get valuable insights on monetary policy, economic forecasts, and more! Don't miss this fascinating episode! Available now on Voiceamerica, YouTube, Apple Pod...
July 18, 2023

Feeling Bullish or Bearish with John Eade

In this audio only, power-packed podcast episode, we unpack the hot topics of inflation and earnings recession while shedding light on the age-old battle between bull and bear markets. Joined by seasoned financial expert, John Eade from Argus Research, we delve into the underlying factors driving these economic forces, dissect their impact on investments, and uncover practical strategies to navigate turbulent times. Whether you're a seasoned investor or just getting started, this episode equips ...
July 11, 2023

July Market Update

In this episode of The Lebenthal Report, Michael and Dominick give us a current mid-summer 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.
July 4, 2023

Encore End-of-Quarter Update with Special Guest Co-Host Phil Blancato

On this encore episode of The Lebenthal Report, we welcome back special guest co-host Phillip Blancato. Phil is the President and Chief Executive Officer of Ladenburg Thalmann Asset Management. Phil joins Dominick to provide important insight into the end-of-quarter update. They discuss key trends and the impact of global events to help us gain valuable knowledge when making informed financial decisions. Tune into this explanatory episode now available on VoiceAmerica, Youtube, Apple Podcast or ...
June 27, 2023

End-of-Quarter Update with Special Guest Co-Host Phil Blancato

On this episode of The Lebenthal Report, we welcome back special guest co-host Phillip Blancato. Phil is the President and Chief Executive Officer of Ladenburg Thalmann Asset Management. Phil joins Dominick to provide important insight into the end-of-quarter update. They discuss key trends and the impact of global events to help us gain valuable knowledge when making informed financial decisions. Tune into this explanatory episode now available on VoiceAmerica, Youtube, Apple Podcast or Spotify...
June 6, 2023

The Parent Trap with Nate Hilger

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 ...
May 23, 2023

Encore Navigating the World of Long-Term Care

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...
May 9, 2023

May Market Update with Michael & Dominick

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.
May 2, 2023

Navigating the World of Long-Term Care

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...
April 25, 2023

Psychology of Brand Love

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...
April 18, 2023

The Importance of Life Insurance

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...
March 28, 2023

Talking Federal Reserve with Steve Friedman

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 ...
March 21, 2023

Creating Superfans with Brittany Hodak

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...
March 14, 2023

The Banking Crisis with Jack Manley from J.P Morgan

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...
March 7, 2023

A Conversation with Author, Douglas Bauer

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:...
Feb. 28, 2023

Simplifying 529 with Kris Adrian from J.P. Morgan

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...
Feb. 21, 2023

A View of the Market from J.P. Morgan’s David Lebovitz

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...
Feb. 14, 2023

Trust and Estate Update with Harold Bollaci

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 ...
Feb. 7, 2023

2023 Outlook with Lauren Goodwin

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...
Jan. 31, 2023

Encore Secure act 2.0- how the new retirement rules may affect you

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...
Jan. 24, 2023

Secure act 2.0- how the new retirement rules may affect you

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...
Jan. 17, 2023

Talking Film with Ty Burr

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...