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Palumbo Wealth Management
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Podcasts

The Secret to Success: It’s Not Deals, It’s People

In this episode, Phil and Brian dive deep into the art of building authentic relationships, the hard lessons learned from deals gone wrong, and why culture is the heartbeat of every successful company.
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The #1 Thing That Makes or Breaks a Company Exit

In this episode, Phil and Rob talk about what it means to truly build a best-in-class business, the importance of company values, and how culture can be a differentiator or a dealbreaker.
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How to Build & Exit a Business the Smart Way (What Most Founders Get Wrong)

In this episode of The Palumbo Podcast, Phil is joined by serial entrepreneur and value growth advisor Kevin Donnelly to explore what it really takes to build, scale, and exit a company the right way.
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Bitcoin, Disruption, and the Future of Money with Anthony Scaramucci | Philip Palumbo

This week, Phil sits down with legendary investor and SkyBridge Capital founder Anthony Scaramucci for a no-nonsense, in-depth conversation about Bitcoin, decentralization, and the future of money. Scaramucci breaks down complex concepts—like decentralization, digital scarcity, and the network effect—into simple language anyone can understand.
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Built. Scaled. Sold. How Dr. Eric Cole Did It 3 Times

This week, Eric joins Phil to share his knowledge on taking care of existing customers, investing in your company, and what to know if you’re thinking about exiting your business.
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Are We Headed for a Recession? A CEO’s Economic Forecast

This week, Phil sits down with Andrew Clinton, Founder and CEO of Clinton Investment Management.
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Estate Planning, AI & Raising Money-Smart Kids | Philip Palumbo

This week, Phil sits down with Blake to learn about the challenges he’s faced taking over his father’s firm, how to teach financial responsibility to kids, and the ways he is utilizing AI.
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    Palumbo Wealth Management

    Palumbo Wealth Management is a CLIENT-FIRST, private wealth management boutique firm focused on serving the financial needs of a select group of families and individuals as their personal chief financial officer (CFO). The hallmark of Palumbo Wealth Management is PARTNERING TO ACHIEVE PEACE OF MIND.

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    LET'S TALK • (516) 629-7073

    1010 Northern Blvd., Suite 310, Great Neck, NY 11021

    • SERVICES
    • Advanced Planning Team
    • Retirement Planning
    • Business & Exit Planning
    • Investment Process
    • Tax Planning
    • Estate and Trust Planning
    • Asset Protection
    • Private Banking/Credit Facilities
    • Family Governance
    • Digital Experience
    • WHO WE SERVE
    • CEO Founder
    • Professionals
    • Dentists
    • Surgeons
    • Corporate Executives
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