The Lebenthal Report Episode #100: End-of-Quarter Update with Special Guest Co-Host Phil Blancato

On this episode of The Lebenthal Report we welcome back special guest co-host Philip Blancato. Phil is the President and Chief Executive Officer of Ladenburg Thalmann Asset Management. Phil joins Dominick to provide important insight into the end-of-quarter update. They discuss key trends and the impact of global events to help us gain valuable knowledge for making informed financial decisions. Tune into this explanatory episode now available on VoiceAmerica, Youtube, Apple Podcasts or Spotify.

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).

The Lebenthal Report Episode #99: The Parent Trap with Nate Hilger

In this eye-opening episode, we welcome author and economist, Nate Hilger. Michael and Dominick delve into the disparities between high-income and low-income parenting. Join us as we explore the unique financial challenges each group faces and discuss strategies to bridge the gap and create a more equitable environment for all families. From examining privileges and pressures to addressing systemic barriers, we aim to foster empathy and advocate for a more inclusive future. These ideas and more are outlined in Nate’s book “The Parent Trap”. Don't miss this important conversation!

Client Appreciation Brunch 2023

Thank you to everyone who attended our Client Appreciation Brunch this past weekend!

We look forward to seeing you again next year. Save the Date— May 11th, 2024!

Michael Returns to Radio Jobline

Michael recently returned as a featured guest on Radio Jobline with Scott Passeser. Michael gave Lebenthal’s economic update and Scott asked the tough questions. If your job is dependent on the economy, you don't want to miss this show. Tune in now on Soundcloud!

The Lebenthal Report Episode #98: Navigating the World of Long-Term Care

This week on The Lebenthal Report we welcome back returning guest, Ron Roel. Ron Roel is the host of 45 Forward, a nationwide internet talk radio show on VoiceAmerica.com. Michael, Dominick and Ron discuss common challenges and solutions when planning for long term care, while also touching on current issues surrounding nursing homes. They focus on timely topics that are featured in Ron’s soon-to-be-published guide for family caregivers: The Caregiver Navigator.  We highly recommend this episode to those who have aging loved ones. Now available on Voiceamerica.com, YouTube, Apple Podcasts and Spotify!

The Lebenthal Report Episode #97: Psychology of Brand Love

This week on The Lebenthal Report we welcome Dr. Aaron Ahuvia, PhD. Dr. Ahuvia, author of The Things We Love: How Our Passions Connect Us and Make Us Who We Are, discusses the psychology behind brand love and customer loyalty. Michael, Dominick and Dr. Ahuvia consider the difference between value and love, and ask the question, "What can a company do right to create that value proposition?" They also touch on how the psychological aspects behind this can help the company raise stock. You will LOVE this informative episode, available on Voiceamerica.com, YouTube, Apple Podcasts and Spotify!

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!