The Palumbo Podcast: Your journey to a work optional lifestyle

Dr. Eric Cole is a globally recognized cybersecurity expert, entrepreneur, and best-selling author with over 30 years of experience protecting the digital world. He’s built and sold three companies with eight-, nine-, and ten-figure exits. Today, he leads Secure Anchor Consulting and serves as America’s Cyber Czar. This week, Eric joins Phil to share his knowledge on taking care of existing custom...

This week, Phil sits down with Andrew Clinton, Founder and CEO of Clinton Investment Management. Together, they unpack today’s complex economic landscape, from recession risk and the impact of tariffs to interest rate policy and fixed income opportunities. Andrew shares a data-driven outlook on the U.S. economy, inflation trends, and the state of the municipal bond market. Connect with Andrew: Web...

Blake Johnson has known most of his life that he would be working in the estate planning and business realm. Growing up around the office, he saw the results of proper planning through trusts, buy sell agreements, and succession planning, and the poor results from those who didn’t plan. This week, Phil sits down with Blake to learn about the challenges he's faced taking over his father's f...

Terence Hannafin is a Partner at Carter Morse & Goodrich and has been advising shareholders of closely held and family-owned companies for more than 15 years. At CMG, he is responsible for leading the execution of transactions across a range of industries and directing business development initiatives. In this week's episode, Phil sits down with Terence to talk about what you should know i...

Deren Hasip is an experienced mortgage broker with over 20 years in retail banking and mortgage origination. A former Bank Executive, he has been recognized for his dedication to clients and community involvement, including a nomination for the Ontario Premier’s Award in 2002. Deren has served as a mortgage expert in national media campaigns and has appeared on City TV, as well as being quoted by...

In this week's episode, Phil is joined by Ed Clissold of Ned Davis Research to discuss what investors should watch for during a market bottoming process: Key indicators that signal a market bottom The role of investor sentiment and economic data Lessons from past market downturns and recoveries Strategies to position your portfolio for a rebound

Dr. Steven Stein is a world-renowned clinical psychologist, international best-selling author, and sought-after speaker. He is a leading expert on psychological assessment and emotional intelligence and the founder and Executive Chair of Multi-Health Systems. This week, Steven joins Phil to dive into emotional intelligence, overcoming fears of delegation, and getting to the point where work is opt...

Dennis O’Rourke is a Partner at Moritt Hock & Hamroff LLP where he serves as Chair of the firm’s Corporate, M&A, and Securities Practice Group. Dennis has over 20 years of experience handling complex mergers, acquisitions, securities offerings, corporate transactions, and general counsel matters. He is an experienced negotiator who takes an innovative approach to advising clients on their...

Marc Weiss is the Co-founder and Chief Investment Officer of Open Field Capital, an SEC registered investment advisor managing over $100 million in emerging technology assets. Marc co-founded Open Field in 2005 to invest exclusively in emerging technology companies, capitalizing on the partners’ deep experience and networks, with the objective of maximizing capital growth for their investors. In t...

Veneta Dimitrova is the Senior U.S. Economist for Ned Davis Research. She is the primary person responsible for formulating the U.S. economic outlook and identifying macroeconomic trends, particularly as they relate to developments in U.S. fixed income and equity markets. Veneta’s focus in recent years has been on trends in the labor market, productivity growth, and income inequality. In this week...

​Jaime Diglio is a high-performance coach, trainer, author, and speaker best known for her ability to repeatedly turn average players into top performers by developing their inner game. Her programs combine AI data-driven insights and proven behavioral science and psychological strategies to help leaders identify and build up their strongest players. She’s taught thousands at top companies, includ...

Dr. John LaMattina is the former president of Pfizer Global Research and Development, a speaker, author and  Forbes  contributor. At Pfizer, he managed more than 13,000 scientists and professionals in the United States, Europe, and Asia. Dr. LaMattina spent 30 years at Pfizer Inc, having joined as a medicinal chemist in 1977. He's received numerous awards including an Honorary Doctor of Scienc...

Peter Ward is the founder and CEO of SoHo Dragon, a New York City-based IT solutions and staffing firm focused on helping CXOs and technical teams obtain as much value from the Microsoft Cloud as possible. He is an MVP and solution architect on Microsoft Cloud software who prefers taking the technical lead on Microsoft Azure/M365 projects from an architect and deployment standpoint. In this week&#...

Phil D'Amelia has been running his company, Vitralogy, for over 7 years now. He has over 30 years of experience in the technology industry and knows what it's like to take a risk launching a business. In this episode, Phil and Phil dive into the keys to growth, marketing, and embracing mistakes. Contact Phil: Website: vitralogy.com LinkedIn: Phil D'Amelia

When Brenna Carles started the journey of building her own home, she fell in love with the process. She started studying and working at a mortgage lending company part time to learn the business. In 2021, she launched her own firm as founder of The Mortgage Shop and now has over a decade of experience in the lending business. In this episode, Phil sits down with Brenna to discuss effectively manag...

In 2009, Nick Leopard set out to prove that there was a better way to work in finance – and more specifically, a better way to unlock value potential in private equity portfolio companies. He was right. Nick founded Accordion, and in the years since, he has grown the company to serve more than 200 private equity firms and their portfolio companies. This week, Phil sits down with Nick to talk start...

Matt Gilbert is a Founding Partner of Gilbert & Pardue Transaction Advisors (GaP). With more than 31 years of experience as Partner/President/CEO/Shareholder of successful middle and lower middle market businesses, Matt has a wealth of experience in transactions where his ownership, livelihood, and personal funds were at stake. Today, he dedicates himself to helping GaP clients plan, market, a...

Peter Sage is a globally renowned serial entrepreneur with expertise in human behavior and self-mastery. His distinct perspective has earned him recognition as an exceptional individual with the Brand Laureate Award, joining past honorees such as Nelson Mandela, Steve Jobs, and Cristiano Ronaldo. Peter is passionate about sharing his vast knowledge and experience to empower others to lead extraord...

Philip Panaro has more than 25 years of experience facilitating large-scale digital transformations in Fortune 500 firms. He has acquired expertise in a broad range of topics around IT (digital, metaverse, blockchain, AI, cypto, ar/vr, web3.0, cyber, BPO). As a result, he was the founder of BCG Platinion North America & Latin America, PWC Mergers & Acquisitions Integration and KPMG Capital...

Chad Price is an experienced entrepreneur with an impressive track record. He founded Kettlebell Kings back in 2012, shortly after leaving the corporate world. Roughly ten years later, he was able to orchestrate a 3 year multi-million dollar acquisition in 2021. In 2019, Chad pivoted into another passion of his, natural lifestyle products. His new company, Life Grows Green, is uprooting negative s...

Veneta Dimitrova is the Senior U.S. Economist for Ned Davis Research. She is the primary person responsible for formulating the U.S. economic outlook and identifying macroeconomic trends, particularly as they relate to developments in U.S. fixed income and equity markets. Veneta’s focus in recent years has been on trends in the labor market, productivity growth, and income inequality. In this week...

Robert Collins of Partners Group is Head of Private Wealth, Head of the firm’s New York Office, and a member of the Global Executive Board. Robert joined the firm in 2005 as a member of the Private Equity investment team and has 23 years of industry experience. He is President, Portfolio Manager, and Member of the Board of Managers of Partners Group Private Equity (Master Fund). In this episode, P...

Lisa Chastain is a professional money coach who helps passionate and successful women shed the shame and guilt around their finances and to focus on healthy spending instead of restricted budgeting. Lisa is on a mission to support women in becoming the financial leaders of their lives by teaching them how to break through limited money beliefs and make savvy money moves in order to live their best...

Please listen in to Philip Palumbo, CEO and CIO, interview Andrew Clinton, of Clinton Investment Management, discussing the state of the municipal bond market, an impending recession, and the greatest risks facing investors today.

Brandon Steiner is Founder & President of The Steiner Agency, the nation's premiere independent athlete procurement source, and CollectibleXchange, an online platform to buy and sell collectibles. Throughout his decorated career, Brandon amassed great success through serial entrepreneurism and marketing savvy. From sports marketing to memorabilia, and most recently to authorship, Brandon h...