The Lebenthal Report Episode #74: The Curious Mind and Investing

Dani S. Bassett, PhD. Zurn is Associate Professor of Philosophy at American University and affiliate faculty in the Department of Critical Race, Gender, and Culture Studies. He researches broadly in the fields of political philosophy, gender theory, and applied ethics. His work specifically contributes to critical prison studies and curiosity studies. Bassett is J. Peter Skirkanich Professor, Department of Bioengineering, at the University of Pennsylvania. Bassett studies biological, physical, and social systems by using developing tools from network science and complex systems theory.

They’ve written 20+ papers together on neuroscience, curiosity, and collaborating between the sciences and the humanities, and co-wrote Curious Minds: The Power of Connection (MIT Press, September 2022) which is an exhilarating, genre-bending exploration of curiosity’s powerful capacity to connect ideas and people. Identical twins, they wrote that their book “represents the thought of one mind and two bodies”—harnessing their respective expertise in the humanities and the sciences to get irrepressibly curious about curiosity. They identify three styles of curiosity—the busybody, who collects stories, creating loose knowledge networks; the hunter, who hunts down secrets or discoveries, creating tight networks; and the dancer, who takes leaps of creative imagination, creating loopy ones. Investigating what happens in a curious brain, they offer an accessible account of the network neuroscience of curiosity (https://www.barnesandnoble.com/)

They discuss how understanding each of these styles of personalities relates to how a client may choose to invest and how they deal with their finances and life events. 

The Lebenthal Report Episode #73: Market Update with Michael and Dominick

On the most recent episode of The Lebenthal Report, Dominick Tavella and Michael Hartzman share an update on the markets.

The Lebenthal Report Episode #72: Beverly Gooden, Author & Activist, Discusses Her Experience with Relationship Abuse

This week on The Lebenthal Report we welcome author and social activist, Beverly Gooden. Beverly is known for her groundbreaking work in domestic violence, victimology, and women's health. She created the Why I Stayed hashtag (#WhyIStayed) and movement in 2014. Also in 2014, Beverly founded the Ella Mae Foundation, which supports "protection and superior upbringing for children as well as self-actualization and equitable rights for women". She created the Bolt Bag Project, a program that provides basic necessities to anonymous survivors of relationship violence. Beverly was given the "Digital Champion" Heart of Courage award by the Mary Kay Foundation in October 2017.  She was chosen by Investigation Discovery and Glamour magazine as the 2015 Inspire A Difference "Everyday Hero" award winner. Her book, Surviving: Why We Stay and How We Leave Abusive Relationships, is a memoir about relationship violence. But at its core, it is about reinventionSurviving is available at all major book selling retailers. 

www.beverlygooden.com

The Lebenthal Report Episode #70: Continuing the Conversation with Coach Ray Scott

On this week's episode of The Lebenthal Report we continue the conversation with Coach Ray Scott. Ray Scott was part of the early wave of Black NBA players who changed how the game of professional basketball is played, leading to the tremendously popular financial blockbuster the NBA is today. Scott was a successful forward/center chosen as the #4 pick by the Detroit Pistons in the 1961 NBA draft. After he was named head coach of the Pistons in 1972, he won Coach of the Year in the spring of 1974—the first Black man ever to capture that honor. Coach Scott’s story is not only captivating but educational and we are privileged to have such a trailblazer on our podcast. To learn more about Ray Scott and his history with the NBA, be sure to find his memoir, The NBA in Black and White, The Memoir of a Trailblazing NBA Player and Coach”, at all major bookselling retailers.

The Lebenthal Report Episode #69: The Changing Landscape of IRA Withdrawals

On this week’s Lebenthal Report we welcome Tom Duncan. Tom Duncan is a Senior Director in the Advanced Consulting Group for Nationwide and has been with the company since 2000. He has written for numerous financial industry publications and is a much-requested speaker on annuity planning.

Tom holds a Juris Doctor from the University of Dayton, a bachelor’s degree in economics from Denison University and the Chartered Life Underwriter (CLU), Chartered Financial Consultant (ChFC) and Chartered Advisor for Senior Living (CASL) designations. His areas of specialty include annuities, IRAs, retirement income planning and estate planning.

High Inflation, Lower Stocks: A 'New Normal' for Retirement?

Michael was a guest on the 45 Forward podcast with Ron Roel recently. Please see the episode description and link to listen below:

July has always been a pivotal month of the year, the halfway point when we look back at the events of the last six months and look ahead to the potential for the second half. In a way, it’s a snapshot of our theme for 45 Forward—looking forward to the second half of life that (hopefully) will be even better than the first. But as we close the books on the first half of 2022, there are lots of worries about our uncertain future, especially the economy. Inflation is the highest level since 1981; we’re in shock over gas and food prices and supply chain disruptions; the S & P 500 experienced its worst first-half decline in five decades. Not to mention the troubling impact of the war in Ukraine and continuing questions about the state of COVID, both at home and abroad. Where on earth are we headed? In today’s episode, we talk with Michael Hartzman, a Wall Street veteran who specializes in retirement planning, education, elder and estate planning, life insurance and long-term care. Michael is the co-host of a national weekly business podcast, The Lebenthal Report, a business show that keeps investors informed about the current market conditions, opportunities and risks, breaking down today’s complex stories into easily understood concepts. Michael will offer insights into how we can continue to face the ongoing anxieties during the next phases of our life—providing the income to meet the expenses of a fulfilling retirement while also putting money aside for the things that keep us up at night: the inevitable “Uh ohs” and the “I didn’t see that coming.” Ultimately, his goal is to help us create and sustain a low-stress plan for our financial success and security.

The Lebenthal Report Episode #68: Consumer Price Index (CPI) Preview with Marc Rappaport

On this week’s Lebenthal Report we welcome CEO of DCM Advisors, Marc Rappaport. Marc spent twelve years with Alpine Woods Capital Investors where, as chief architect of the retail funds and distribution, he helped grow Alpine’s assets under management from under $1 billion to over $12 billion in just two years. Previous to that he spent four years at Pioneer Investments, broadening distribution and helping the firm grow from $18 billion to over $60 billion. Preceding this Marc was at Prudential for over seven years in a variety of sales and marketing roles, including as National Sales Marketing Manager, Mutual Funds at Prudential Securities. He joined DCM Advisors in 2019 as CEO, overseeing the firm's investment management, private wealth, sales, marketing and communications departments. Bringing over three decades of experience in senior investment roles.