wealth

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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The Psychology of Selling Your Business: What Every Business Owner Must Know! with Dennis O’Rourke | Philip Palumbo

Dennis O’Rourke is a Partner at Moritt Hock & Hamroff LLP where he serves as Chair of the firm’s Corporate, M&A, and Securities Practice Group.

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The True Meaning of Wealth: A Conversation with Peter Ward | Philip Palumbo

Peter Ward is the founder and CEO of SoHo Dragon, a New York City-based IT solutions and staffing firm focused on helping CXOs and technical teams obtain as much value from the Microsoft Cloud as possible.

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Estate Planning, AI & Raising Money-Smart Kids | Philip Palumbo

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

Emotional Intelligence & The Path to Financial Freedom with Dr. Steven Stein | Philip Palumbo

Navigating Market Cycles: My Discussion with Ed Clissold | Philip Palumbo

The Psychology of Selling Your Business: What Every Business Owner Must Know! with Dennis O’Rourke | Philip Palumbo

The True Meaning of Wealth: A Conversation with Peter Ward | Philip Palumbo

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