Michael Hartzman, CFP and Dominick Tavella

The Lebenthal Report

Business EN ↓ 257 episodes

The Lebenthal Report is a weekly business show that keeps investors informed about the current market conditions, opportunities and risks in the financial markets as seen by three experienced Wall Street veterans. Along with prominent guests, Dominick Tavella and Michael Hartzman will guide you through the complex world of investing. They break down today's headlines and stories into common sense, providing you the kind of sound fiduciary advice their clients have received for years. The Lebenthal Report provides a clear guide to creating and maintaining a low stress plan for financial success...

Author

Michael Hartzman, CFP and Dominick Tavella

Category

Business

Podcast website

sites.libsyn.com

Latest episode

Jul 7, 2026

Where to listen?

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Episodes

Encore: Disneyland on the Mountain 31.10.2023

Check out the encore of this riveting episode of The Lebenthal Report. Michael and Dominick are joined by two distinguished guests, Greg Glasgow and Kathryn Mayer, authors of the enthralling book Disneyland on the Mountain: Walt, the Environmentalists, and the Ski Resort That Never Was. Disneyland on the Mountain is a remarkable exploration of Walt Disney's ambitious endeavor to build a ski resort...

From Vision to Venture 24.10.2023

On this special episode of The Lebenthal Report, we had the pleasure of sitting down with a remarkable young entrepreneur, James Lattanzi, creator of Bullseye Sneaker Boutique. He joins Michael and our returning guest host, Scott Hartzman, to share the compelling story of his business journey. From inception to growth, you'll discover the unique insights and experiences that have paved the way for...

Exploring Today's Job Market 17.10.2023

On this week's episode of The Lebenthal Report, we are thrilled to welcome back guest, Scott Passeser, Senior VP of Executive Alliance, and Host of LINewsRadio's Radio Jobline. Scott brings a wealth of experience and expertise in the field of recruiting, making him the perfect guest to shed light on the ever-evolving job market.  We also have a special treat for our listeners – a guest host, David...

Navigating Economic Headwinds 10.10.2023

Join us on this episode of The Lebenthal Report as we welcome back Duane Roberts, CFA from Dana Investment Advisors. Michael, Dominick, and Duane dissect the intricate relationship between current events, market fluctuations, the specter of inflation, and their collective influence on investment decisions. Tune in for valuable insights during these times. Now available on VoiceAmerica.com, Youtube...

Disneyland on the Mountain 03.10.2023

In this riveting episode of The Lebenthal Report, Michael and Dominick are joined by two distinguished guests, Greg Glasgow and Kathryn Mayer, authors of the enthralling book Disneyland on the Mountain: Walt, the Environmentalists, and the Ski Resort That Never Was. Disneyland on the Mountain is a remarkable exploration of Walt Disney's ambitious endeavor to build a ski resort in the Sierra Nevada...

Infrastructure and Real Estate Investment Update 26.09.2023

In this week's episode of The Lebenthal Report, Michael and Dominick dive into the world of infrastructure and real estate investments, by exploring the valuable insights with seasoned expert, Daniel Foley.  Daniel Foley is an Associate Portfolio Manager of CBRE Investment Management.   As a member of CBRE Clarion Securities' Global Infrastructure research team, Dan is responsible for evaluating l...

A Jolly Outlook with Jake Jolly 19.09.2023

In this episode of The Lebenthal Report, your hosts, Michael Hartzman & Dominick Tavella, are joined by returning guest Jake Jolly, CFA, Head of Investment Analysis at BNY Mellon. Together, they engage in a comprehensive discussion on bear market exits and intricacies of recessions and offer their informed outlook on the current state of the financial markets. This episode will help you gain valua...

Encore: Next Generation Investing Insights 12.09.2023

Join us for an encore presentation of The Lebenthal Report, where we dive deep into the dynamic world of investing at a young age and the unique experience of living on Long Island. In this captivating episode, your hosts, Michael and Dominick, sit down with two accomplished young professionals, Jordan LeWinter & Scott Hartzman, to explore how the next generation is approaching investments. Tune i...

Medicare 101 with Keith Chatel 05.09.2023

Join us for this insightful episode of The Lebenthal Report where Michael and Dominick discuss the ins and outs of Medicare with seasoned expert, Keith Chatel. Keith has spent decades helping individuals make sense of the complex world of healthcare coverage. Whether you're approaching retirement age or already enrolled in Medicare, this conversation is not to be missed. Available now on VoiceAmer...

Next Generation Investing Insights 29.08.2023

Join us in our latest episode of The Lebenthal Report where we dive deep into the dynamic world of investing at a young age and the unique experience of living on Long Island. Michael and Dominick welcome young professionals Jordan LeWinter & Scott Hartzman. If you are curious about how the next generation is approaching investments, we're unraveling the strategies, success stories and lessons lea...

Municipal Market Update with Megha Shrimal 22.08.2023

In this episode of The Lebenthal Report Podcast, we're thrilled to welcome a distinguished expert in the field of municipal markets, Megha Shrimal, from MacKay Shields. Megha joins Michael and Dominick as they delve into in-depth discussions about the latest municipal markets, discussing how they shape local economies, fund essential projects, and impact community growth. This essential Muni Marke...

Dana Investments Mid-Year Update 15.08.2023

In this episode of The Lebenthal Report, we delve into a comprehensive mid-year market update. Joined by expert guest, Greg Dalhman, CFA, Senior Vice President and Portfolio Manager from Dana Investment Advisors. Greg provides listeners with valuable insights into the latest trends, shifts, and developments shaping the global market landscape. Tune in to hear a breakdown of key sectors, performanc...

Embracing Our Awkwardness with Henna Pryor 08.08.2023

This week on the Lebenthal Report Michael & Guest Host, David Walker, welcome Workplace Performance Expert and New Author, Henna Pryor, PCC. Henna is a highly sought-after Workplace Performance Expert and an award-winning 2x TEDx and global keynote speaker, executive facilitator, and coach. Her clients call her their "secret weapon for impossible change," an honor she wears proudly. She's known fo...

Encore: Feeling Bullish or Bearish with John Eade 01.08.2023

In this audio only, power-packed encore episode, we unpack the hot topics of inflation and earnings recession while shedding light on the age-old battle between bull and bear markets. Joined by seasoned financial expert, John Eade from Argus Research, we delve into the underlying factors driving these economic forces, dissect their impact on investments, and uncover practical strategies to navigat...

Decoding the Fed with Marc Rappaport 25.07.2023

In this captivating podcast episode, we delve into the intricate world of central banking and attempt to decipher the enigmatic moves of the Federal Reserve. Our expert guest speaker, Marc Rappaport, CEO of DCM Advisors, joins us to shed light on the Federal Reserve's decision-making process and its potential impacts on the global economy. Get valuable insights on monetary policy, economic forecas...

Feeling Bullish or Bearish with John Eade 18.07.2023

In this audio only, power-packed podcast episode, we unpack the hot topics of inflation and earnings recession while shedding light on the age-old battle between bull and bear markets. Joined by seasoned financial expert, John Eade from Argus Research, we delve into the underlying factors driving these economic forces, dissect their impact on investments, and uncover practical strategies to naviga...

July Market Update 11.07.2023

In this episode of The Lebenthal Report, Michael and Dominick give us a current mid-summer market update. We dive deep into the current financial landscape to provide you with crucial insights on navigating through uncertain times. Join us as we analyze recent market trends, discuss the impact of global events on various sectors, and explore potential investment strategies.

Encore End-of-Quarter Update with Special Guest Co-Host Phil Blancato 04.07.2023

On this encore episode of The Lebenthal Report, we welcome back special guest co-host Phillip Blancato. Phil is the President and Chief Executive Officer of Ladenburg Thalmann Asset Management. Phil joins Dominick to provide important insight into the end-of-quarter update. They discuss key trends and the impact of global events to help us gain valuable knowledge when making informed financial dec...

End-of-Quarter Update with Special Guest Co-Host Phil Blancato 27.06.2023

On this episode of The Lebenthal Report, we welcome back special guest co-host Phillip Blancato. Phil is the President and Chief Executive Officer of Ladenburg Thalmann Asset Management. Phil joins Dominick to provide important insight into the end-of-quarter update. They discuss key trends and the impact of global events to help us gain valuable knowledge when making informed financial decisions....

The Parent Trap with Nate Hilger 06.06.2023

In this eye-opening episode, we welcome author and economist, Nate Hilger. Michael and Dominick delve into the disparities between high-income and low-income parenting. Join us as we explore the unique financial challenges each group faces and discuss strategies to bridge the gap and create a more equitable environment for all families. From examining privileges and pressures to addressing systemi...

Encore Navigating the World of Long-Term Care 23.05.2023

This informative episode of the Lebenthal Report should not be missed. Check out this encore episode where we welcome back returning guest, Ron Roel. Ron Roel is the host of 45 Forward, a nationwide internet talk radio show on VoiceAmerica.com. Michael and Dominick discuss with Ron common challenges and solutions when planning for long term care while also touching upon current issues surrounding...

May Market Update with Michael & Dominick 09.05.2023

In this episode of The Lebenthal Report, Michael and Dominick give us a current market update. We dive deep into the current financial landscape to provide you with crucial insights on navigating through uncertain times. Join us as we analyze recent market trends, discuss the impact of global events on various sectors, and explore potential investment strategies.

Navigating the World of Long-Term Care 02.05.2023

This week on the Lebenthal Report we welcome back returning guest, Ron Roel. Ron Roel is the host of 45 Forward, a nationwide internet talk radio show on VoiceAmerica.com. Michael and Dominick discuss with Ron common challenges and solutions when planning for long term care while also touching upon current issues surrounding nursing homes. They focus on timely topics that are featured in Ron's soo...

Psychology of Brand Love 25.04.2023

This week on The Lebenthal Report we welcome Dr. Aaron Ahuvia, Ph. D. Dr. Ahuvia author of "The Things We Love: How Our Passions Connect Us and Make Us Who We Are discusses the psychology behind brand love and customer loyalty. They go into detail about the difference between value and love. We ask the question what does a company do right to create that value proposition? They discuss how the psy...

The Importance of Life Insurance 18.04.2023

This week on The Lebenthal Report we welcome Howard Jonas, CLU, ChFC, REBC, CASL, Director of Advanced Sales from Crump Life Insurance. Howard provides technical support to financial advisers with estate planning, charitable planning, wealth transfer, and business succession planning situations. Michael and Dominick discuss with Howard how life insurance can be an important part of a comprehensive...

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