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Palumbo Wealth Management
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Podcasts

Creating Community: An Interview with Chad Price | Philip Palumbo

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.
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Approaching Data Analysis with Veneta Dimitrova | Philip Palumbo

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.
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Building a Healthy Relationship with Money with Lisa Chastain | Philip Palumbo

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.
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An Update on the Municipal Bond Market with Andrew Clinton | Philip Palumbo

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.
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Behavioral Finance with John Nersesian | Philip Palumbo

John Nersesian is head of advisor education at PIMCO, providing advanced wealth management and investment consulting education to financial professionals.
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Investing in Biotech and Healthcare with Marc Pentopoulos | Philip Palumbo

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.
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Looking Beneath the Surface of the S&P 500 with John Lunt | Philip Palumbo

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.
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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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