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.

Lebenthal Global Advisors, LLC is a registered investment advisor. Lebenthal Financial Services, Inc is a FINRA registered Broker Dealer. The content of this podcast is intended for informational purposes only and is not intended to be investment advice. The views expressed in this podcast are subject to change based on market and other conditions. Information about the qualifications and business practices of Lebenthal Global Advisors, LLC is available on the SEC’s website at (www.adviserinfo.sec.gov). Information about the qualifications and business practices of Lebenthal Financial Services, Inc and its representatives can be found on FINRA’s BrokerCheck website (www.brokercheck.finra.org).