Episodes
May 28, 2024
Financial Equity For All
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 (NL...
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...
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...
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 ...
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...
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 ...
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 ...
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...
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...
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...
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...
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...
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...
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,...
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...
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...
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...
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 ...
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 ...
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...
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...
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...
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...