tracy byrnes

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/

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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/

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The Lebenthal Report Episode #25: Discussions on Women in Finance and Commercial Real Estate

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Episode twenty five of The Lebenthal Report is now available! On this episode, Dominick Tavella and Michael Hartzman speak with Tracy Byrnes, a Financial Advisor at UBS Financial Services. Jordan Kimmel then joins the show to speak with Jeff Sica, President and Chief Investment Officer of Sica Wealth Management, and the Founder, CEO, and Chief Investment Officer of Circle Squared Alternative Investments.

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