Encore Secure act 2.0- how the new retirement rules may affect you

January 31, 2023
Hosted by Michael Hartzman, CFP and Dominick Tavella

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Episode Description

This week on the Lebenthal Report Michael and Dominick welcome back Roberta Eckert. Roberta Eckert is a Vice President of the Nationwide Retirement Institute where she is passionate about preparing clients, plan sponsors and plan participants as they navigate the changing world of retirement planning. Her areas of focus are Retirement Income planning and distribution, Long-term Care and Affluent Investor acquisition. She speaks to thousands of financial advisors, their clients and retirement plan participants on an annual basis on these topics. Michael and Dominick discuss with Roberta the new provisions within the Secure Act 2.0. They break down how the new retirement rules may affect you and what you need to know going forward to 2023 and beyond. For more information on the New Secure Act 2.0 please contact your financial advisor.

The Lebenthal Report

Tuesday at 2 PM Pacific Time on VoiceAmerica Business Channel

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 and security. The Lebenthal Report will assist you to create the right financial plan that is right for you and keep you on that path with clear and common sense. Tune in every Tuesday at 2 PM Pacific Time on the VoiceAmerica Business Channel.

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Michael Hartzman, CFP and Dominick Tavella

As a CERTIFIED FINANCIAL PLANNER (tm) professional, Michael Hartzman assists you with planning for and pursuing your long-term financial objectives. He applies his in-depth knowledge of tax strategies, asset allocation, risk management, retirement and estate planning, and long-term insurance planning. Clients value his welcoming, friendly and practical outlook and appreciate his loyalty and attention to detail. Through his objective financial planning model, he has the freedom to be mindful of client expectations and, as a result, he is trusted with their goals and legacies.

Dominick Tavella is president and CIO of Lebenthal Global Advisors, LLC. Previously, he was the founder and president of Diversified Private Wealth Advisors, an independently owned registered investment advisory firm in the tri-state area for almost three decades. He had driven Diversified’s impressive and steady growth since 1984, making it one of the largest and most respected private wealth management services firms in the region. For more than 35 years, Dominick’s approach and the firm’s core values have remained steadfast through every imaginable economic cycle: “Guide your clients by focusing on long-term goals and diversification, not day-to-day trading.”

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Episode Directory

January 2023

  • 1/31/2023: Encore Secure act 2.0- how the new retirement rules may affect you Listen Now
  • 1/24/2023: Secure act 2.0- how the new retirement rules may affect you Listen Now
  • 1/17/2023: Talking Film with Ty Burr Listen Now
  • 1/10/2023: The Lebenthal Report - January 10th, 2023 Listen Now
  • 1/3/2023: A conversation with Natasha Lance Rogoff Listen Now

December 2022

November 2022

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