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Palumbo Wealth Management
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Podcasts

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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Artificial Intelligence & All Its Implications with Marc Weiss | Philip Palumbo

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.
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Municipal Bonds Over Stocks 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.
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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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    1010 Northern Blvd., Suite 310, Great Neck, NY 11021

    • SERVICES
    • Advanced Planning Team
    • Retirement Planning
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    • Investment Process
    • Tax Planning
    • Estate and Trust Planning
    • Asset Protection
    • Private Banking/Credit Facilities
    • Family Governance
    • Digital Experience
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