Encore Financial Equity For All

June 11, 2024
Hosted by Michael Hartzman, CFP and Dominick Tavella

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Episode Description

In case you missed it, check out this informative audio-only episode of The Lebenthal Report, where Michael and guest co-host David Walker discuss financial planning for people without children. They welcome Christine Erickson, founder of the New Legacy Institute (NLI), the first and only global institute focused on the real-world impact of pronatalist culture and policy. NLI is dedicated to achieving equity and inclusion for people without children in all domains and advocates for the equal and protected status of all individuals, regardless of reproductive and relationship identity, status, or experience. In this episode, Michael, David, and Christine explore how to change the conversation around financial planning to include people without children. They discuss strategies for addressing the unique financial needs and goals of this often-overlooked group, emphasizing the importance of tailored financial advice that recognizes diverse life paths and priorities. Through thoughtful dialogue and expert insights, they aim to broaden the scope of financial planning to be more inclusive and equitable for everyone.

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. Lebenthal Global Advisors, LLC is a registered investment adviser. 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/.

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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