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Palumbo Wealth Management
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Palumbo Pulse Podcast

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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Exit Planning Essentials and What You Need to Know with Terence Hannafin | Philip Palumbo

Terence Hannafin is a Partner at Carter Morse & Goodrich, where he specializes in advising closely held and family-owned businesses on mergers, acquisitions, and capital strategies.
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Emotional Intelligence & The Path to Financial Freedom with Dr. Steven Stein | Philip Palumbo

In this episode, Phil and Dr. Stein talk about the concept of emotional quotient (EQ), the intersection of emotional intelligence and success in business, and Dr. Stein’s own entrepreneurial journey.
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Navigating Market Cycles: My Discussion with Ed Clissold | Philip Palumbo

Ed Clissold is the Chief U.S. Strategist at Ned Davis Research (NDR). He leads the firm’s analysis of U.S. equity markets, sectors, styles, and investment themes. His research combines macroeconomic insights with quantitative market analysis to help investors.
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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
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    • Tax Planning
    • Estate and Trust Planning
    • Asset Protection
    • Private Banking/Credit Facilities
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    • Digital Experience
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