The Lebenthal Report

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The Lebenthal Report is a weekly business show that keeps investors informed about the current market conditions, opportunities and risks in the financial markets as seen by two experienced Wall Street veterans. Along with prominent guests, Dominick Tavel

Dominick Tavella and Michael Hartzman, CFP


    • Dec 17, 2024 LATEST EPISODE
    • weekdays NEW EPISODES
    • 57m AVG DURATION
    • 308 EPISODES


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    Latest episodes from The Lebenthal Report

    2024 in Review and Looking Ahead to 2025

    Play Episode Listen Later Dec 17, 2024 60:00


    The final podcast episode of the year reflected on 2024's market resilience and set the stage for 2025. Michael and Dominick discussed strong performances in sectors like technology and communication services, the impact of AI on energy demand, and potential investment opportunities in natural gas and infrastructure. They emphasized actionable steps, including rebalancing 401(k)/403(b) accounts, monitoring geopolitical risks, and exploring opportunities in healthcare and small to medium-sized US companies. Looking ahead, they stressed the importance of adapting portfolios to evolving economic trends and Federal Reserve policies. Thank you for tuning in to *The Lebenthal Report* throughout the year. We are optimistic about 2025 and encourage our listeners to approach the new year with confidence and a clear financial plan.

    Encore Trump, Tariffs and Taxes

    Play Episode Listen Later Dec 10, 2024 60:00


    This encore episode of The Lebenthal Report, Michael and Dominick analyzed the stock market's performance, highlighting trends in the S&P 500, Dow, Nasdaq, and the strength of smaller companies in the Russell 2000. They discussed the economic implications of tariffs, America First policies, and potential changes to tax laws, including estate taxes and capital gains as the 2017 tax law approaches its 2026 sunset. They emphasized understanding the composition of retirement plans and adapting portfolios to navigate the shifting political and economic landscape, while stressing the importance of addressing the national debt and monitoring consumer spending as a key economic indicator. #Finance #Investing #EconomicTrends

    Trump, Tariffs and Taxes

    Play Episode Listen Later Dec 3, 2024 60:00


    This week on The Lebenthal Report, Michael and Dominick analyzed the stock market's performance, highlighting trends in the S&P 500, Dow, Nasdaq, and the strength of smaller companies in the Russell 2000. They discussed the economic implications of tariffs, America First policies, and potential changes to tax laws, including estate taxes and capital gains as the 2017 tax law approaches its 2026 sunset. They emphasized understanding the composition of retirement plans and adapting portfolios to navigate the shifting political and economic landscape, while stressing the importance of addressing the national debt and monitoring consumer spending as a key economic indicator. #Finance #Investing #EconomicTrends

    The Lebenthal Report - December 3rd, 2024

    Play Episode Listen Later Dec 3, 2024 60:00


    Encore The Artist Journey

    Play Episode Listen Later Nov 26, 2024 60:00


    On this encore episode of The Lebenthal Report, Michael & Dominick welcome award-winning graphic novelist, painter, and frequent cover artist for The New Yorker, Eric Drooker. Together they dive into the unique struggles successful artists face, from the pressures of fame and wealth to the pursuit of true fulfillment. Using examples like Rauschenberg, Rosenquist, and Kerouac, they discuss how legacy often lies not in material success but in giving back through art, mentorship, and philanthropy. Plus, Eric shares insights on his iconic New Yorker covers and the economic realities shaping modern artistry. Don't miss this thought-provoking discussion of art, success, and purpose. Learn more about Eric or shop his graphic novels and prints at Drooker.com.

    The Artist Journey

    Play Episode Listen Later Nov 19, 2024 60:00


    On this episode of The Lebenthal Report, Michael & Dominick welcome award-winning graphic novelist, painter, and frequent cover artist for The New Yorker, Eric Drooker. Together they dive into the unique struggles successful artists face, from the pressures of fame and wealth to the pursuit of true fulfillment. Using examples like Rauschenberg, Rosenquist, and Kerouac, they discuss how legacy often lies not in material success but in giving back through art, mentorship, and philanthropy. Plus, Eric shares insights on his iconic New Yorker covers and the economic realities shaping modern artistry. Don't miss this thought-provoking discussion of art, success, and purpose. Learn more about Eric or shop his graphic novels and prints at Drooker.com.

    The Lebenthal Report - November 19th, 2024

    Play Episode Listen Later Nov 19, 2024 60:00


    Encore Election Economics: Market Update

    Play Episode Listen Later Nov 12, 2024 60:00


    In case you missed it- check out this encore episode of The Lebenthal Report, where Dominick and Michael dive into the unpredictable landscape of the upcoming U.S. presidential election and its potential impact on the economy. They focus on a proactive approach to managing client investments during periods of heightened market volatility, choosing to rely on economic data and leading indicators over political noise. The hosts analyze the implications of a possible Trump or Harris presidency on taxes and tariffs, including potential shifts after the 2025 expiration of Trump-era tax cuts, underscoring the necessity for strategic planning regardless of election outcomes.

    Election Economics: Market Update

    Play Episode Listen Later Nov 5, 2024 60:00


    In this episode of The Lebenthal Report, Dominick and Michael dive into the unpredictable landscape of the upcoming U.S. presidential election and its potential impact on the economy. They focus on a proactive approach to managing client investments during periods of heightened market volatility, choosing to rely on economic data and leading indicators over political noise. The hosts analyze the implications of a possible Trump or Harris presidency on taxes and tariffs, including potential shifts after the 2025 expiration of Trump-era tax cuts, underscoring the necessity for strategic planning regardless of election outcomes.

    Election Economics: Market Update

    Play Episode Listen Later Nov 5, 2024 60:00


    In this episode of The Lebenthal Report, Dominick and Michael dive into the unpredictable landscape of the upcoming U.S. presidential election and its potential impact on the economy. They focus on a proactive approach to managing client investments during periods of heightened market volatility, choosing to rely on economic data and leading indicators over political noise. The hosts analyze the implications of a possible Trump or Harris presidency on taxes and tariffs, including potential shifts after the 2025 expiration of Trump-era tax cuts, underscoring the necessity for strategic planning regardless of election outcomes.

    Encore Election Preview with Macro Mike

    Play Episode Listen Later Oct 29, 2024 60:00


    In case you missed this informative episode of The Lebenthal Report, Michael and Dominick welcomed back global market strategist from New York Life, Michael Macro Mike Logalbo, to discuss the potential economic and market implications of the upcoming U.S. election. The team dove into how policy shifts could impact tariffs, tax strategies, and the national deficit under different election outcomes. With Trump and Harris holding contrasting views on trade and tax policy, they explored the risks of an election sweep, including fiscal impacts and market reactions. They also emphasized that, despite political shifts, the resilience of the economy and consumer spending remains a key stabilizer. For more information or to access New York Life's research, feel free to reach out to us.

    Encore Market Recap with John Eade

    Play Episode Listen Later Oct 22, 2024 60:00


    On this encore episode of The Lebenthal Report, join Michael and Dominic as they revisit their predictions on the Federal Reserve's interest rate cuts and review the market's performance this quarter. From S&P 500 gains to Nasdaq challenges, they provide key insights on how the market is evolving. That's not all—John Eade from Argus Research returns to share his take on the Middle East crisis and its potential impact on oil prices, inflation, and the U.S. elections. Together, they dive into economic growth, job trends, and how global tensions may affect consumer spending. Tune in for expert analysis and discussions you won't want to miss!

    Election Preview with Macro Mike

    Play Episode Listen Later Oct 15, 2024 60:00


    In the latest episode of The Lebenthal Report, Michael and Dominick welcomed back global market strategist from New York Life, Michael Macro Mike Logalbo, to discuss the potential economic and market implications of the upcoming U.S. election. The team dove into how policy shifts could impact tariffs, tax strategies, and the national deficit under different election outcomes. With Trump and Harris holding contrasting views on trade and tax policy, they explored the risks of an election sweep, including fiscal impacts and market reactions. They also emphasized that, despite political shifts, the resilience of the economy and consumer spending remains a key stabilizer. For more information or to access New York Life's research, feel free to reach out to us.

    Election Preview with Macro Mike

    Play Episode Listen Later Oct 15, 2024 60:00


    In the latest episode of The Lebenthal Report, Michael and Dominick welcomed back global market strategist from New York Life, Michael Macro Mike Logalbo, to discuss the potential economic and market implications of the upcoming U.S. election. The team dove into how policy shifts could impact tariffs, tax strategies, and the national deficit under different election outcomes. With Trump and Harris holding contrasting views on trade and tax policy, they explored the risks of an election sweep, including fiscal impacts and market reactions. They also emphasized that, despite political shifts, the resilience of the economy and consumer spending remains a key stabilizer. For more information or to access New York Life's research, feel free to reach out to us.

    Encore Micro Skills for Big Results

    Play Episode Listen Later Oct 8, 2024 60:00


    On this encore episode of The Lebenthal Report, Michael and Dominick welcome Dr. Resa E. Lewis and Dr. Adaira Landry to discuss their book, Micro Skills, Small Actions, Big Impact. Together they dive into how their book relates to wealth and life planning, especially during significant life changes. The discussion also covers tackling overwhelming email communications and the importance of breaking tasks into manageable steps, highlighting emotional intelligence and situational awareness in personal and professional growth. Don't miss this insightful episode packed with valuable takeaways on finance, productivity, and personal development!

    The Lebenthal Report - October 1st, 2024

    Play Episode Listen Later Oct 1, 2024 60:00


    Market Recap with John Eade

    Play Episode Listen Later Oct 1, 2024 60:00


    On this episode of *The Lebenthal Report*, join Michael and Dominic as they revisit their predictions on the Federal Reserve's interest rate cuts and review the market's performance this quarter. From S&P 500 gains to Nasdaq challenges, they provide key insights on how the market is evolving. That's not all—John Eade from Argus Research returns to share his take on the Middle East crisis and its potential impact on oil prices, inflation, and the U.S. elections. Together, they dive into economic growth, job trends, and how global tensions may affect consumer spending. Tune in for expert analysis and discussions you won't want to miss!

    Encore The History of Biotech with Tim Harris

    Play Episode Listen Later Sep 24, 2024 60:00


    Be sure to check out this encore episode of The Lebenthal Report, where Michael and Dominick welcome molecular biologist, biochemist, and author Tim Harris. Together, they discuss the promising future of gene therapy, the biotech industry's evolution, and the role of technology in driving innovation. They explore the origins of biotechnology, from early breakthroughs like the cloning of the insulin gene to the pivotal moments that shaped the industry. The conversation also covers recent market trends, the upcoming Federal Reserve interest rate cut, and AI's impact on drug development. Key topics include COVID vaccines, CRISPR technology, and the parallels between biotech's early days and today's AI landscape. For more insights into the exciting world of biotech, be sure to grab a copy of Tim Harris' book In Pursuit of Unicorns, wherever you purchase your books!

    Micro Skills for Big Results

    Play Episode Listen Later Sep 17, 2024 60:00


    On the latest episode of The Lebenthal Report, Michael and Dominick welcome Dr. Resa E. Lewis and Dr. Adaira Landry to discuss their book, Micro Skills, Small Actions, Big Impact. Together they dive into how their book relates to wealth and life planning, especially during significant life changes. The discussion also covers tackling overwhelming email communications and the importance of breaking tasks into manageable steps, highlighting emotional intelligence and situational awareness in personal and professional growth. Don't miss this insightful episode packed with valuable takeaways on finance, productivity, and personal development!

    Micro Skills for Big Results

    Play Episode Listen Later Sep 17, 2024 60:00


    On the latest episode of The Lebenthal Report, Michael and Dominick welcome Dr. Resa E. Lewis and Dr. Adaira Landry to discuss their book, Micro Skills, Small Actions, Big Impact. Together they dive into how their book relates to wealth and life planning, especially during significant life changes. The discussion also covers tackling overwhelming email communications and the importance of breaking tasks into manageable steps, highlighting emotional intelligence and situational awareness in personal and professional growth. Don't miss this insightful episode packed with valuable takeaways on finance, productivity, and personal development!

    The History of Biotech with Tim Harris

    Play Episode Listen Later Sep 10, 2024 60:00


    This week on the Lebenthal Report, Michael and Dominick welcome molecular biologist, biochemist, and author Tim Harris. Together, they discuss the promising future of gene therapy, the biotech industry's evolution, and the role of technology in driving innovation. They explore the origins of biotechnology, from early breakthroughs like the cloning of the insulin gene to the pivotal moments that shaped the industry. The conversation also covers recent market trends, the upcoming Federal Reserve interest rate cut, and AI's impact on drug development. Key topics include COVID vaccines, CRISPR technology, and the parallels between biotech's early days and today's AI landscape. For more insights into the exciting world of biotech, be sure to grab a copy of Tim Harris' book In Pursuit of Unicorns, releasing on September 17th!

    The Lebenthal Report - September 10th, 2024

    Play Episode Listen Later Sep 10, 2024 60:00


    Encore Entrepreneurship 101

    Play Episode Listen Later Sep 3, 2024 60:00


    In case you missed it... check out this encore episode of The Lebenthal Report, where Michael and Dominick welcome back William Lieberman, Founder & Managing Partner of The CEO's Right Hand, a firm specializing in providing top-tier fractional leadership services to growing businesses. Together, they delve into the evolving roles of fractional CEOs and CFOs while touching upon the critical impact of private equity in today's economy. William highlights how fractional executives offer cost-effective, experienced leadership, especially valuable for small businesses. They also explore private equity's role in enhancing company performance and the challenges entrepreneurs face in the post-pandemic landscape. Don't miss this insightful conversation on entrepreneurship, business exits, and the importance of strategic guidance.

    Entrepreneurship 101

    Play Episode Listen Later Aug 27, 2024 60:00


    This week on The Lebenthal Report, Michael and Dominick welcome back William Lieberman, Founder & Managing Partner of The CEO's Right Hand, a firm specializing in providing top-tier fractional leadership services to growing businesses. Together, they delve into the evolving roles of fractional CEOs and CFOs while touching upon the critical impact of private equity in today's economy. William highlights how fractional executives offer cost-effective, experienced leadership, especially valuable for small businesses. They also explore private equity's role in enhancing company performance and the challenges entrepreneurs face in the post-pandemic landscape. Don't miss this insightful conversation on entrepreneurship, business exits, and the importance of strategic guidance.

    The Lebenthal Report - August 27th, 2024

    Play Episode Listen Later Aug 27, 2024 60:00


    Encore Value in Small Caps

    Play Episode Listen Later Aug 20, 2024 60:00


    In case you missed it... tune into this encore episode of The Lebenthal Report, where Michael Hartzman welcomes Jeremy Javidi, lead portfolio manager for the Columbia Small Cap Value I and II strategies at Columbia Threadneedle Investments. They dive into the world of small-cap stocks, exploring their pivotal role in the American economy, recent market performance, and the impact of trends like AI and reshoring. From dissecting the Russell 2000 index to discussing investment opportunities in cyclical sectors and electric vehicles, this episode is packed with valuable insights. Whether you're considering diving into small-cap investments or curious about the future of sectors like metals and EVs, there's no shortage of exciting possibilities!

    The Lebenthal Report - August 13th, 2024

    Play Episode Listen Later Aug 13, 2024 60:00


    Encore Required Minimum Distributions Explained

    Play Episode Listen Later Aug 6, 2024 60:00


    In case you missed it - check out this encore episode of The Lebenthal Report, where Michael and Dominick welcome back Jeff Atwell, Senior VP of FiduciaryxChange. Together, they discuss the latest tax law changes, the impact on employee benefit plans, and significant developments in retirement plans, including the implementation of the Secure Act 2.0. They also explain the intricacies of Required Minimum Distributions (RMDs) and how new regulations could affect retirees. Tune in for expert insights on how these changes could impact your financial planning and retirement strategy!

    The Lebenthal Report - July 30th, 2024

    Play Episode Listen Later Jul 30, 2024 60:00


    The Lebenthal Report - July 30th, 2024

    Play Episode Listen Later Jul 30, 2024 60:00


    Required Minimum Distributions Explained

    Play Episode Listen Later Jul 23, 2024 60:00


    Catch up on the latest episode of The Lebenthal Report, where Michael and Dominick welcome back Jeff Atwell, Senior VP of FiduciaryxChange. Together, they discuss the latest tax law changes, the impact on employee benefit plans, and significant developments in retirement plans, including the implementation of the Secure Act 2.0. They also explain the intricacies of Required Minimum Distributions (RMDs) and how new regulations could affect retirees. Tune in for expert insights on how these changes could impact your financial planning and retirement strategy!

    The Lebenthal Report - July 23rd, 2024

    Play Episode Listen Later Jul 23, 2024 60:00


    Encore Workplace Evolution with Sarah Lieberman

    Play Episode Listen Later Jul 16, 2024 60:00


    Check out this encore episode of The Lebenthal Report where Michael and Dominick welcome back Sarah Lieberman, co-founder and principal of The CEO's Right Hand, to discuss the evolving work environment and workforce trends. They explore the shift towards flexible work setups as employees express dissatisfaction with traditional workspaces and seek more autonomy. The conversation delves into the financial implications of early retirement, the trend of older workers setting their terms, and the rising popularity of work-from-home arrangements. Join them as they navigate the complexities of modern workspaces and how organizations can adapt to meet the needs of their diverse workforce. Tune in to discover how these changes could shape the future of work and impact your career!

    The Lebenthal Report - July 9th, 2024

    Play Episode Listen Later Jul 9, 2024 60:00


    The Lebenthal Report - July 2nd. 2024

    Play Episode Listen Later Jul 2, 2024 60:00


    Workplace Evolution with Sarah Lieberman

    Play Episode Listen Later Jul 2, 2024 60:00


    This week on The Lebenthal Report, Michael and Dominick welcome Sarah Lieberman, co-founder and principal of The CEO's Right Hand, to discuss the evolving work environment and workforce trends. They explore the shift towards flexible work setups as employees express dissatisfaction with traditional workspaces and seek more autonomy. The conversation delves into the financial implications of early retirement, the trend of older workers setting their terms, and the rising popularity of work-from-home arrangements. Join them as they navigate the complexities of modern workspaces and how organizations can adapt to meet the needs of their diverse workforce. Tune in to discover how these changes could shape the future of work and impact your career!

    The Lebenthal Report - June 25th, 2024

    Play Episode Listen Later Jun 25, 2024 60:00


    The Lebenthal Report - June 25th, 2024

    Play Episode Listen Later Jun 25, 2024 60:00


    The Lebenthal Report - June 18th, 2024

    Play Episode Listen Later Jun 18, 2024 60:00


    Encore Financial Equity For All

    Play Episode Listen Later Jun 11, 2024 60:00


    In case you missed it, check out this informative audio-only episode of The Lebenthal Report, where Michael and guest co-host David Walker discuss financial planning for people without children. They welcome Christine Erickson, founder of the New Legacy Institute (NLI), the first and only global institute focused on the real-world impact of pronatalist culture and policy. NLI is dedicated to achieving equity and inclusion for people without children in all domains and advocates for the equal and protected status of all individuals, regardless of reproductive and relationship identity, status, or experience. In this episode, Michael, David, and Christine explore how to change the conversation around financial planning to include people without children. They discuss strategies for addressing the unique financial needs and goals of this often-overlooked group, emphasizing the importance of tailored financial advice that recognizes diverse life paths and priorities. Through thoughtful dialogue and expert insights, they aim to broaden the scope of financial planning to be more inclusive and equitable for everyone.

    Encore Retain Your Brain

    Play Episode Listen Later Jun 4, 2024 60:00


    In case you missed it, we're excited to bring you an encore episode of The Lebenthal Report. This week, Michael and Dominick welcome back Bill McManus from Hartford Funds to discuss essential brain health tips—crucial for making smart financial decisions. Bill, Vice President and Managing Director at Applied Insights, shares his nearly 20 years of experience in financial services, offering valuable insights on how exercise, sleep, stress management, diet, and continuous learning impact cognitive function. The conversation features highlights from MIT Age Lab on aging and financial planning, the benefits of the Mediterranean diet, and the effects of technology on sleep and decision-making. Stay sharp and informed to navigate economic challenges and secure your financial future. Don't miss this insightful episode!

    Financial Equity For All

    Play Episode Listen Later May 28, 2024 60:00


    On the latest audio-only episode of The Lebenthal Report, Michael and guest co-host David Walker discuss financial planning for people without children. They welcome Christine Erickson, founder of the New Legacy Institute (NLI), the first and only global institute focused on the real-world impact of pronatalist culture and policy. NLI is dedicated to achieving equity and inclusion for people without children in all domains and advocates for the equal and protected status of all individuals, regardless of reproductive and relationship identity, status, or experience. In this episode, Michael, David, and Christine explore how to change the conversation around financial planning to include people without children. They discuss strategies for addressing the unique financial needs and goals of this often-overlooked group, emphasizing the importance of tailored financial advice that recognizes diverse life paths and priorities. Through thoughtful dialogue and expert insights, they aim to broaden the scope of financial planning to be more inclusive and equitable for everyone.

    Financial Equity For All

    Play Episode Listen Later May 28, 2024 60:00


    On the latest audio-only episode of The Lebenthal Report, Michael and guest co-host David Walker discuss financial planning for people without children. They welcome Christine Erickson, founder of the New Legacy Institute (NLI), the first and only global institute focused on the real-world impact of pronatalist culture and policy. NLI is dedicated to achieving equity and inclusion for people without children in all domains and advocates for the equal and protected status of all individuals, regardless of reproductive and relationship identity, status, or experience. In this episode, Michael, David, and Christine explore how to change the conversation around financial planning to include people without children. They discuss strategies for addressing the unique financial needs and goals of this often-overlooked group, emphasizing the importance of tailored financial advice that recognizes diverse life paths and priorities. Through thoughtful dialogue and expert insights, they aim to broaden the scope of financial planning to be more inclusive and equitable for everyone.

    Encore Asset Division: Insights for Divorcing Couples

    Play Episode Listen Later May 21, 2024 60:00


    In case you missed it, we're excited to bring you an encore episode of The Lebenthal Report. Join hosts Michael and Dominick as they sit down with Karen Svendsen, an esteemed attorney at Long Tuminello, LLP. This episode is packed with vital financial insights, ranging from planning and security to the complexities of divorce. Karen shares her expertise on crucial topics like asset division strategies and the importance of updating life insurance beneficiaries post-divorce. They explore the effects of rising interest rates on loans and the intricate process of negotiating QDROs during divorce proceedings. The discussion also highlights the necessity of full financial disclosure, the pivotal role of tax advisors, and the importance of regular beneficiary updates. Whether you're navigating a divorce or looking to secure your financial future, this episode is a must-listen. Tune in for an enlightening conversation that offers valuable advice and practical tips.

    Retain Your Brain

    Play Episode Listen Later May 14, 2024 60:00


    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 Director at Applied Insights, brings nearly 20 years of experience in financial services to the conversation. Learn about the impact of exercise, sleep, stress management, diet, and continuous learning on cognitive function. Highlights include insights from MIT Age Lab on aging and financial planning, the Mediterranean diet's benefits, and how technology affects sleep and decision-making. Keep your brain sharp to navigate economic challenges and secure your financial future!

    Encore Empowering Financial Futures

    Play Episode Listen Later May 7, 2024 60:00


    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 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 financial matters to navigating leadership in uncertain times, they cover it all. With valuable insights on fostering collaboration in virtual settings and empowering women in finance, this episode is a must-listen for anyone navigating today's financial landscape.

    Encore Practical Planning for Aging with Grace

    Play Episode Listen Later Apr 30, 2024 60:00


    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 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 impact of rising interest rates on the economy to sharing insights on the challenges of qualifying for Medicaid, they leave no stone unturned. Tune in for expert insights, valuable discussions, and actionable advice on how to navigate the complexities of senior care planning!

    Empowering Financial Futures

    Play Episode Listen Later Apr 23, 2024 60:00


    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 financial matters to navigating leadership in uncertain times, they cover it all. With valuable insights on fostering collaboration in virtual settings and empowering women in finance, this episode is a must-watch for anyone navigating today's financial landscape.

    Empowering Financial Futures

    Play Episode Listen Later Apr 23, 2024 60:00


    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 financial matters to navigating leadership in uncertain times, they cover it all. With valuable insights on fostering collaboration in virtual settings and empowering women in finance, this episode is a must-watch for anyone navigating today's financial landscape.

    Practical Planning for Aging with Grace

    Play Episode Listen Later Apr 16, 2024 60:00


    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 impact of rising interest rates on the economy to sharing insights on the challenges of qualifying for Medicaid, they leave no stone unturned. Tune in for expert insights, valuable discussions, and actionable advice on how to navigate the complexities of senior care planning!

    Asset Division: Insights for Divorcing Couples

    Play Episode Listen Later Apr 9, 2024 60:00


    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 on loans and the complexities of negotiating QDROs during divorce proceedings. This episode emphasizes the necessity of full financial disclosure, the pivotal role of tax advisors, and the critical need for regular beneficiary updates. Whether you're navigating divorce or aiming to safeguard your financial future, don't miss this enlightening episode.

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