On this episode of The Lebenthal Report, hosts Michael and Dominick 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 are navigating divorce or aiming to safeguard your financial future, don't miss this informative episode.
The Lebenthal Report Episode #29: Long-Term Planning
Episode twenty nine of The Lebenthal Report is now available! On this episode, Michael Hartzman speaks with Lee Rubenstein, Attorney at Law. Jordan Kimmel then joins the show to speak with Senior Quantitative Strategist for ValuEngine, Herb Blank.
