The Lebenthal Report Episode #123: Navigating New Education Savings Rules 2024

In this insightful episode of The Lebenthal Report, Michael and Dominick welcome back Kristia Adrian, Executive Director and 529 Specialist for J.P. Morgan Asset Management. They tackle the challenges of converting 529 plans, highlighting the crucial role of state tax deductions in shaping client decisions. They also dive into a detailed review of upcoming changes to the Secure Act 2.0 and the effects on 529 plans and state tax implications. The team unpacks the ROTH conversion feature, 529 plan flexibility, and the benefits of early investment strategies.

Don't miss out on this comprehensive recap on rising education costs, financial aid, and innovative solutions for education planning!

To access even more valuable information in preparing for your child's academic journey, check out JP Morgan’s 2024 Education Planning Essentials Guide.

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 #122: A Recession to the Election with Phil Blancato

On the latest episode of The Lebenthal Report, hosts Michael and Dominick discuss important topics such as the stock market, the economy, and their financial insights. Michael's cautionary notes against investor complacency, along with Dominick's perspective on the Federal Reserve's measured approach to interest rates, create a thought-provoking dialogue.

The episode features an intriguing segment with guest Phil Blancato, a prominent figure in the financial industry, discussing both professional accomplishments and personal anecdotes. Together they explore recession impacts on the US economy and consumer spending, providing insights into potential challenges and the importance of rational decision-making. They also touch on the tech market's economic impact, interest rates, inflation, and market manipulation.

This episode is a must-listen for anyone seeking a well-rounded understanding of current financial dynamics and future trends during this crucial period from recession to the election. Don't miss out on this timely discussion!

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 121: Financial Well-Being with Dr. Beth Kurland

In this week's installment of The Lebenthal Report, join Michael and Dominick as they delve into a captivating exploration of emotions, attitudes, and agency in money management with Dr. Beth Kurland, a clinical psychologist, author, and public speaker. The conversation unfolds as they unravel the intricate link between client happiness and financial well-being, underscoring the importance of personal goals and aspirations. Together, they navigate the challenges and stress associated with wealth, shedding light on generational differences in financial attitudes. Don't miss out on this insightful dialogue! 

For a deeper dive into personal happiness and well-being, secure your copy of Dr. Beth Kurland's upcoming book, You Don't Have to Change to Change Everything: 6 Ways to Shift Your Vantage Point, Stop Striving for Happy, and Find True Well-Being, available on March 26th. Visit her website at bethkurland.com for more information on her books and speaking engagements.

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).

Fire News Feature

Be sure to check out Michael's new article, 'Secure Act 2.0 - A Few New Rules All First Responders Should Know' in the February 2024 issue of Fire News.

A Day at the New York Stock Exchange

Michael Hartzman, Dominick Tavella, Scott Hartzman, and Michael Tavella had the incredible opportunity to immerse themselves in a day of education at the New York Stock Exchange yesterday. They were graciously invited to partake in a tour and be a part of the closing ceremonies at the prestigious podium.

Stream Dominick's Appearance on 'Next at the Mic'

Catch Dominick's captivating appearance on 'Next At The Mic' with the charismatic host Bonnie D.! 🎙️ Presented by VoiceAmerica Variety, this engaging episode aired on January 23, 2024. If you missed it, no worries! You can watch it on demand.

Dom's Guest Feature on 'Next at the Mic'

Tomorrow! Be sure to check out Dominick Tavella on Bonnie D. Graham's VoiceAmerica radio show 'Next at the Mic'!

The Lebenthal Report Episode #120: Tech and Trends with John Eade

Tune in to the latest episode of The Lebenthal Report! Argus Research CEO John Eade joins Michael and Dominick for a dynamic discussion on the economy and the AI sector. They explored topics from the current state of the economy to insights on the Federal Reserve's policies. The conversation ended positively with an optimistic outlook for 2024.

Discover the future impact of AI on various sectors and get valuable investment strategies. Trust us, this episode is AI-mazing!

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).