financial advisor

The Lebenthal Report Episode #147: Breaking Down the Job Market

On this episode of The Lebenthal Report, Michael and Dominick welcome back guest Scott Passeser. Scott is an accomplished executive recruiter with extensive experience hosting Jobline on News 12 and Radio Jobline on LI News Radio. Together, they discuss the current state of the job market and economy, including the impact of job numbers, market performance, and mass deportations. They dive into the importance of networking, the need for more women in financial services, and how hybrid work is reshaping the workplace. Tune in for expert insights, candid conversations, and maybe even a few unexpected laughs along the way!

January is Financial Wellness Month

💵✨ January is Financial Wellness Month! ✨💵

After the hustle and stress of the holidays, it’s the perfect time to slow down and focus on your financial health. Let’s start the year strong by:

✔️ Reflecting on how you earn, spend, save, and invest.

✔️ Setting smart goals to prepare for a prosperous year ahead.

✔️ Building healthy habits to keep your finances on track all year long.

Take control of your finances today and set the stage for a successful year ahead!

The Lebenthal Report Episode #142: Election Economics

On this episode of The Lebenthal Report, Dominick and Michael dive into the unpredictable landscape of the 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.

The Lebenthal Report Episode #140: Micro Skills for Big Results

On the latest episode of The Lebenthal Report, Michael and Dominick welcome Dr. Resa E. Lewiss and Dr. Adaira Landry to discuss their book, "MicroSkills: Small Actions, Big Impact". Together they dive into how their book relates to wealth and financial 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!

Michael's Appearance on Radio Jobline

Michael was a guest on Scott Passeser's Radio Jobline last week and discussed the current job market and economy, stock market trends, insights from the recent Fed meeting, NVDA's stock split, interest rates, and election-related fears affecting investors. Check it out!

Michael's Guest Appearance on Radio Jobline

Don't miss Michael's guest appearance on Radio Jobline with Scott Passeser this Saturday from 2-3pm EST! He'll discuss the current job market and economy, stock market trends, insights from the recent Fed meeting, NVDA's stock split, interest rates, and election-related fears affecting investors.

Tune in this Saturday at 2pm EST on LI News Radio, 103.9 FM, to hear Michael's expert analysis!

The Lebenthal Report Episode #130: 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 (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 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.