The Palumbo Podcast: Your journey to a work optional lifestyle

When Brenna Carles started the journey of building her own home, she fell in love with the process. She started studying and working at a mortgage lending company part time to learn the business. In 2021, she launched her own firm as founder of The Mortgage Shop and now has over a decade of experience in the lending business. In this episode, Phil sits down with Brenna to discuss effectively managing a team, time blocking, and helping clients plan for the future.

Contact Brenna:

LinkedIn: Brenna Carles

Instagram: @brennacarles

Website: mortgage.shop

In 2009, Nick Leopard set out to prove that there was a better way to work in finance – and more specifically, a better way to unlock value potential in private equity portfolio companies. He was right. Nick founded Accordion, and in the years since, he has grown the company to serve more than 200 private equity firms and their portfolio companies.

This week, Phil sits down with Nick to talk starting from zero, setting and maintaining a good culture, and maximizing his company.

Contact Nick:

Website: accordion.com

LinkedIn: Nick Leopard

Matt Gilbert is a Founding Partner of Gilbert & Pardue Transaction Advisors (GaP). With more than 31 years of experience as Partner/President/CEO/Shareholder of successful middle and lower middle market businesses, Matt has a wealth of experience in transactions where his ownership, livelihood, and personal funds were at stake.

Today, he dedicates himself to helping GaP clients plan, market, and execute strategic sales of their privately-held businesses and assists motivated buyers with locating and successfully acquiring these types of companies.

In this episode, Phil and Matt talk being a founder, working with quality people, and increasing the value of your business.

Contact Matt:

Website: gap-advisors.com

Peter Sage is a globally renowned serial entrepreneur with expertise in human behavior and self-mastery. His distinct perspective has earned him recognition as an exceptional individual with the Brand Laureate Award, joining past honorees such as Nelson Mandela, Steve Jobs, and Cristiano Ronaldo. Peter is passionate about sharing his vast knowledge and experience to empower others to lead extraordinary lives that are not only successful but also purposeful. On this week's episode, Phil and Peter discuss finding fulfillment, handling uncertainty, and breaking the curse of the white rabbit.

Contact Peter:

Website: petersage.com

Instagram: @therealpetersage

YouTube: @TheRealPeterSage

Philip Panaro has more than 25 years of experience facilitating large-scale digital transformations in Fortune 500 firms. He has acquired expertise in a broad range of topics around IT (digital, metaverse, blockchain, AI, cypto, ar/vr, web3.0, cyber, BPO). As a result, he was the founder of BCG Platinion North America & Latin America, PWC Mergers & Acquisitions Integration and KPMG Capital Markets. Philip successfully developed these consulting businesses from scratch and helped lead them to be multi-million dollar global practices. In this episode Philip shares his expertise on Nvidia's growth, Web 3.0, and where we are in the investment cycle.

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. In 2019, Chad pivoted into another passion of his, natural lifestyle products. His new company, Life Grows Green, is uprooting negative stereotypes about hemp and creating new products by only using the elements found in nature. This week, Phil sits down with Chad to discuss what it takes to become a founder, establishing good culture, and building community.

Contact Chad:

Instagram: @realchadprice

LinkedIn: Chad Price

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. Veneta’s focus in recent years has been on trends in the labor market, productivity growth, and income inequality.

In this week's episode, Phil sits down with Veneta to discuss understanding economic data points, the art and science of forecasting, and the current economy.

Veneta is the author of several publications, including the U.S. Daily Perspectives, which analyzes daily economic reports and events and their impact on the macro environment; U.S. Economic Focus,

Contact Veneta:

LinkedIn: Veneta Dimitrova

Robert Collins of Partners Group is Head of Private Wealth, Head of the firm’s New York Office, and a member of the Global Executive Board. Robert joined the firm in 2005 as a member of the Private Equity investment team and has 23 years of industry experience. He is President, Portfolio Manager, and Member of the Board of Managers of Partners Group Private Equity (Master Fund). In this episode, Phil sits down with Robert to discuss investing in private companies, value creation, and building a strong portfolio.

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. Lisa is on a mission to support women in becoming the financial leaders of their lives by teaching them how to break through limited money beliefs and make savvy money moves in order to live their best lives. In this episode, Phil and Lisa discuss knowing your values, finding financial balance, and building a healthy relationship with money.

Contact Lisa:

Website: lisachastain.com

Instagram: @savvymoneywithlisa

LinkedIn: Lisa Chastain

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.