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/

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 #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/

The Lebenthal Report Episode #161: Stock Market Outlook and Women Empowerment with Tracy Byrn

This week on The Lebenthal Report, Michael and Dominick are joined by Tracy Byrnes, CDFA® — Vice President of Women & Investing at Lebenthal Global Advisors. Tracy shares expert insights on the current stock market outlook, what investors should watch right now, and actionable strategies for navigating today’s volatile markets.

They also explore women’s roles in the financial industry, why female investors face unique challenges, and how women can build financial confidence and long-term wealth. Tracy brings her decades of experience in wealth management and financial journalism to provide practical tips for both new and seasoned investors.

Whether you’re seeking a market update or guidance on empowering women in finance, this episode offers valuable takeaways for navigating money, markets, and investing with confidence.

Listen now to gain insights you won’t hear anywhere else!

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 #160: Big, Beautiful Market Update

On this week’s episode of The Lebenthal Report, Michael and Dominick break down key market movers—from tariff risks and Powell’s interest rate pause to tax reform impacts and looming Medicaid cuts. They cut through the noise to explain how these shifts affect investors, small business owners, and the broader economy. With sharp insight on market volatility and long-term trends, this episode is a must-listen for anyone navigating today’s uncertain financial landscape.

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 #159: Market Update

On this episode of The Lebenthal Report, Michael and Dominick dive into the market’s performance as the third quarter of 2025 begins, noting that markets have remained steady despite ongoing economic and geopolitical uncertainties.

Key themes include the broader economic outlook, potential effects of policy decisions on growth and consumer confidence, and how shifting global dynamics could influence market trends in the months ahead.

Looking forward, expectations are mixed, with cautious optimism about interest rate adjustments and technological developments supporting resilience through the second half of the year.

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/