Practical Planning for Aging with Grace
April 16, 2024
Hosted by Michael Hartzman, CFP and Dominick Tavella
[Download MP3] [itunes] [Bookmark Episode]
Episode Description
On the latest episode of The Lebenthal Report, Michael and Dominick welcome Wendy Jones, CEO and Founder of Next Steps for Seniors, LLC. Next Steps for Seniors provides free information to clients, assisting them in locating facilities for appropriate care and housing decisions. Together, they delve into the critical topic of planning for aging and senior care. They explore the financial implications, personal limitations, and solutions surrounding senior care planning. From discussing the impact of rising interest rates on the economy to sharing insights on the challenges of qualifying for Medicaid, they leave no stone unturned. Tune in for expert insights, valuable discussions, and actionable advice on how to navigate the complexities of senior care planning!
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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