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!
SAVE THE DATE!
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.
The Lebenthal Report Episode #129: Retain Your Brain
This week on The Lebenthal Report, Michael and Dominick welcome back Bill McManus from Hartford Funds as they discuss essential brain health tips—crucial for making smart financial decisions. Bill, Vice President and Managing Director at Applied Insights, brings nearly twenty years of experience in financial services to the conversation. Learn about the impact of exercise, sleep, stress management, diet, and continuous learning on cognitive function. Highlights include insights from MIT Age Lab on aging and financial planning, the Mediterranean diet's benefits, and how technology affects sleep and decision-making. Keep your brain sharp to navigate economic challenges and secure your financial future! If you would like to learn more, please check out the Hartford Funds Retain Your Brain brochure here.
Market Update and Client Appreciation Brunch 2024
Thank you to everyone who came out to our Market Update and Client Appreciation Brunch this past Saturday! Here are some highlights from the day.
We've been gearing up for our annual Market Update and Client Appreciation Brunch on Saturday, May 11th! This year, we're excited to bring you a health and wellness theme packed with fantastic speakers, exciting raffles, and engaging activities. We can't wait to see everyone there!
The Lebenthal Report Episode #128: Empowering Financial Futures
This week on The Lebenthal Report, Michael and guest co-host David Walker welcome Jennifer Tarsney, Director of Practice Management at New York Life Investments.
They discuss the specific challenges women face in managing finances, the crucial role of financial literacy, and the importance of empowering women to join the industry. From understanding intricate financial matters to navigating leadership in uncertain times, they cover it all.
The Lebenthal Report Episode #127: Practical Planning for Aging with Grace
On the latest episode of The Lebenthal Report, Michael and Dominick welcome Wendy Jones, CEO and Founder of Next Steps 4 Seniors, LLC. Next Steps 4 Seniors provides free information to families, assisting them in locating facilities for appropriate care and housing decisions.
Together they examine the financial implications, personal limitations, and solutions surrounding senior care planning. From discussing the impact of rising interest rates on the economy to sharing insights on the challenges of qualifying for Medicaid, they leave no stone unturned. Tune in for expert insights, valuable discussions, and actionable advice on how to navigate the complexities of senior care planning.