The Lebenthal Report Episode #168: Understanding Long-Term Care Insurance

October is Long-Term Care (LTC) Awareness Month, and there’s no better time to talk about planning for the future.

On this episode of The Lebenthal Report, hosts Michael Hartzman and Tracy Byrnes sit down with Rick Stewart, Regional Director at Crump Insurance, to unpack everything you need to know about long-term care insurance — what it covers, when to consider it, and how it fits into your broader financial plan.

They explore the rising costs of care, the difference between long-term care, disability, and health insurance, and new hybrid products that combine life insurance and LTC benefits. Whether you are approaching retirement or helping a loved one plan ahead, this conversation offers clarity and actionable insights for protecting your health, your wealth, and your family’s peace of mind.

💬 October is the perfect time to start the conversation.

If you have questions about long-term care planning or how it fits into your financial strategy, reach out to our team at Lebenthal — we’re here to help.

🎧 Listen now and take the first step toward peace of mind.

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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, https://brokercheck.finra.org/

The Lebenthal Report Episode #167: The Human Side of Artificial Intelligence

On this episode of The Lebenthal Report, Michael Hartzman and Dominic Tavella sit down with David Eliot, PhD candidate and author of Artificially Intelligent: The Very Human Story of AI.

Together they explore how artificial intelligence is reshaping our economy, the future of work, and everyday life — often in ways we don’t even realize. They also discuss the AI arms race among tech giants, the energy crisis fueling innovation, and how investors and consumers alike can prepare for a rapidly changing world.

🎧 Tune in for a grounded, human-centered look at the technology transforming everything.

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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, https://brokercheck.finra.org/

The Lebenthal Report Episode #166: Keeping it Real- Fed, Jobs and Markets

Markets are soaring while the economy shows cracks. What does it mean for your portfolio?

Dominick Tavella and Michael Hartzman sit down with Philip Blancato to unpack:

✅ The Fed’s next move

✅ Jobs, inflation & growth

✅ Bonds & small-cap opportunities

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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, https://brokercheck.finra.org/

Back to School

🎒📚 Back-to-school season is the perfect time to start thinking about the future.

A 529 plan is a smart, tax-advantaged way to save for education costs — from tuition and books to housing, computers, and supplies. Best part? The money grows tax-free and anyone can contribute. 

👉 Swipe through to learn how a 529 can help your family save smarter.

📞 Ready to get started? Let’s talk: 516-349-5555 | www.lebenthalfinancial.com

The Lebenthal Report Episode #165: Making Economics Understandable with Howard Yaruss

On this week’s Lebenthal Report, Michael Hartzman and Dominick Tavella welcome Howard Yaruss—NYU professor and author of Understandable Economics. They discuss:

• Social Security’s future: solvency or scare tactic?

• Inflation explained—simple causes, big impacts

• Gig economy, inequality and the power of tech giants

• Tariffs, data reliability, and what crypto really is

Howard will be back on the show! Got a question for him? Get in touch with us and we’ll try to feature it next time!

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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, https://brokercheck.finra.org/

The Lebenthal Report Episode #164: Q2 2025 Market Recap & Small Business Outlook

Markets are shifting, and small businesses are adapting. On this new episode of The Lebenthal Report, Dominick Tavella and guest host Tracy Byrnes break down last week’s performance and sit down with Vistage Chair Jeff Oak to uncover how small business CEOs are navigating 2025.

What you’ll learn in this episode:

- Market recap: Russell 2000 rally and potential September rate cut
- How tariffs and rising costs are squeezing small business margins
- Productivity gains through AI, automation and smarter processes
- CEO burnout and stress on the rise
- Opportunities for growth in uncertain times

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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, https://brokercheck.finra.org/

The Lebenthal Report Episode #163: Record Highs, Hidden Risks

The latest episode of The Lebenthal Report examines the market's mixed signals as we reach record highs despite ongoing economic uncertainty. Host Dominick Tavella and guest host Tracy Byrnes welcome back James Macey, Senior Investment Strategist from BNY Investments, for timely market insights.

Key takeaways:

• CPI data fuels 90% expectations for rate cuts

• Just 10 AI companies drive 80% of S&P performance

• International markets deliver surprising outperformance

• While headline inflation appears controlled, everyday essentials tell a different story—eggs up 16%, coffee up 14%

Macey cautions against dangerous market complacency while emphasizing the critical shift toward quality investments over speculation. After years of underperformance, diversification strategies are finally delivering results.

 This essential discussion covers navigating market FOMO, understanding how the wealth effect influences spending patterns, and strategic positioning in today's frothy markets. Don't miss these insights for uncertain times ahead.

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, https://brokercheck.finra.org/

The Lebenthal Report Episode #162: Markets in Motion

This episode of The Lebenthal Report dives into market trends and the Fed’s next move, exploring whether rate hikes are truly done or simply on pause. John Eade, President of Argus Research, joins as guest co-host to break down job growth, inflation data, and equity positioning—from mega-cap tech resilience to sector rotation into small caps. The team also examines fixed income opportunities amid a potential peak in rates and offers strategic advice on patience, selectivity, and long-term positioning.

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, https://brokercheck.finra.org/