charitable planning

The Lebenthal Report Episode #114: Demystifying Social Security

This week on The Lebenthal Report, Michael and returning guest co-host David Walker welcome special guest Michael Lynch. Lynch is the Managing Director of Applied Insights for Hartford Funds, and in his current capacity, plays a pivotal role in enlightening financial professionals and their clients about the ever-evolving landscape of opportunities within the financial services sector. These opportunities encompass a spectrum of strategic areas, including retirement-income planning, investment planning, charitable planning, and the strategic readiness for long-term demographic and lifestyle shifts.

This episode is a thought-provoking discussion on the crucial topic of social security and should help answer your questions on the topic.

The Lebenthal Report Episode #96: 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, Dominick and Howard discuss 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 in financial planning as an essential tool for estate planning. They touch upon essential components of a well-rounded financial plan, ensuring that your legacy is protected. As with any financial decision, it's important to do your research and work with a trusted financial advisor to determine the best course of action for your specific situation.

 To learn more, check out the full episode on Voiceamerica.com, YouTube, Apple Podcasts and Spotify!