The Palumbo Podcast: Your journey to a work optional lifestyle

John Nersesian is head of advisor education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals. Prior to joining PIMCO in 2019, he was senior managing director of wealth management services for Nuveen Investments, a first vice president at Merrill Lynch Private Client Group, and a board member - later chairman - of the Investments and Weal...

Marc Pentopoulos has over 20 years of experience investing in healthcare companies, as well as working with small life sciences companies to help them develop their products, create pharmaceutical development and licensing partnerships, and finance their businesses. Marc began his investing career at EGM Capital where he founded the firm's EGM Medical Technology Fund. He currently serves as Fo...

John Lunt has created a variety of diversified, tactical investment strategies used by financial advisors around the country. He co-created the methodologies for more than 10 index strategies calculated by S&P Dow Jones Indices and Nasdaq Global Indices. John has been a featured speaker at investment conferences around the country, and has written extensively about financial markets. He is a c...

Michael Balboni is the founder and Managing Partner of Redland Strategies Inc., a consulting firm that aids companies and government agencies. He also serves on several homeland security think tanks, charitable boards dealing with public health, and is a regular contributor as a terrorism expert on national and local television and print media. Before starting Redland Strategies, Michael had been...

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. Prio...

Please listen in to Philip Palumbo, CEO and CIO, interview Andrew Clinton, of Clinton Investment Management, discussing the state of the municipal bond market. Key points are as follows:   Current municipal bond yields offer more value than investing in the S&P 500. States are very healthy today due to capital that they received during COVID. Why locking in longer duration bonds make sense rel...

Mark G. Charest, Ph. D. is a founding partner of LifeSci Fund Management, LLC and a portfolio manager for the AlphaCentric LifeSci Healthcare Fund. He is an inventor on 8 drug patents and has more than a decade of healthcare investing experience at several specialized $1B+ AUM healthcare technology funds. Mark was a Kauffman Fellow at Panorama Capital where he served on the board of directors of I...

This week, Phil is joined by top franchise consultant Kim Daly. Kim has spent the last 20 years helping people achieve financial freedom by enabling them to find the perfect franchise opportunities. Her skill for matching a client’s background, interests, skills, finances and life goals to the ideal opportunity has made her one of the top franchise consultants in the country. She is the creator of...

Today we are joined by JM Ryerson, co-founder and CEO of Let's Go Win whose mission is to increase leadership, enhance culture and help teams achieve peak performance. JM places great value on enriching the lives of others by giving them the tools they need to transcend their self-limiting beliefs. Join us to hear what JM has to say about curating your inner circle, raising others up and getting b...

This week we are joined by Joe Camberato, CEO and founder of National Business Capital. It can be challenging for business owners to access the funding they need to grow. That’s why Joe and his team help entrepreneurs find competitive financing. He knows what it's like to start a business from the ground up. Tune in to hear Joe talk business lending, delegation and overcoming challenges.

If these past two years have shown us anything, it's that you have to have grit. Shannon Huffman Paulson, author of The Grit Factor: Courage, Resilience, and Leadership in the Most Male-Dominated Organization in the World and founder of the Grit Institute, is an expert on pushing through. During her time in the armed forces, Shannon became one of the first women to fly Apache helicopters. She then...

From professional golfer to running her own accounting firm, Anne Gannon knows how to find success in any field. Anne's firm, the Largo Group provides accounting and tax services for business owners. She is dedicated to serving her clients and guiding them in running successful businesses. Tune in to hear Anne's thoughts on tax planning, time management and improved efficiency.

Former CMO of Bloomberg and Director of Business Development at BlackRock, Chuck Garcia has mountains of advice for future generations. In addition to figurative mountains, Chuck has climbed Kilimanjaro, the Matterhorn and Mount Elbrus. He knows the importance of shifting one's mindset and pursuing passion. Whether coaching clients or teaching his students at Columbia, his duty as a leader is clea...

Jason Duncan is a teacher, leader, investor and innovator who helps entrepreneurs and business owners find personal and professional fulfillment. He shares practical systems and processes to create balance. Most importantly, he believes that business should be enjoyed. Tune in to hear Jason talk about his experience in ministry, being selective with your energy and asking the right questions.

Josh Cadillac is a real estate coach, national speaker and author who knows how to build success in any market. He equips real estate professionals with the education they need to survive in this industry and the tools to convert that knowledge into rapport, credibility and trust. Tune in to hear Josh talk about his experience during the market crash of ’08, the importance of investing and analyzi...

Cristina Mendonsa is an entrepreneur, award-winning journalist, writer, executive producer, speaker and educator who tells stories with impact and heart. With more than two decades of storytelling experience across multiple platforms, she knows all the tips and tricks to the industry and mentors young journalists and corporate clients in media skills, confidence and story building. Tune in to lear...

Paul Aversano is a Managing Director with Alvarez & Marsal and the Global Practice Leader of A&M’s Global Transaction Advisory Group. For over 25 years, he has led both buy-side and sell-side financial and accounting due diligence projects for complex public and private company transactions, as well as transactions in the capital markets. He learned the importance of grit and a willingness...

Kunal Seth is one of Houston's top real estate agents and a master at building and managing an effective team. After making the decision to come to America, Kunal soon discovered the pitfalls of the corporate world and decided to pursue passion and freedom. He now coaches business owners, entrepreneurs, and employees on how to control their financial independence and create generational wealth. Li...

On this episode, Philip talks to Andrew Clinton, founder of Clinton Investment Management, about municipal bonds, capital markets and the importance of a good team that feels valued. Listen in to learn more about evaluating the market and diversifying investments to reach your highest success. 

Do you know what your next play is? Philip talks to Richie Contartesi, author, speaker and founder of Next Play, about how he implements the mindset he developed during college football to help others who are feeling stuck. Contartesi explains how to increase accountability and focus on your next play. Learn how to shift your mentality and break down success on a week-to-week basis. Just take it o...

Philip talks to his Senior Adviser, Bill Gordon, about all things business - crafting strategy, taking risks and defying doubts. Gordon shares his experience attending Harvard Business School, working on Wall Street, why he left and how he achieved incredible success on his own. Learn how to boost your value proposition and set yourself up for success in whatever field you're in!