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Are you ready for some thoughtful discussions about how to meet and exceed the rigors of today's retirement industry? Join host Tom Lamendola, Chief Marketing Officer for Financial Independence Group, for a deep dive into the demands of today's retirement industry.

Each episode, Tom will lead a thoughtful discussion with leaders in the financial arena to create a unique show that's designed to serve both financial professionals and everyday investors.

Financial Independence Group (FIG) has been a leader in the financial services space for more than 40 years. Tom Lamendola joined FIG in 2017 and has been responsible for growing high performing teams and challenge organizations to reach their potential for more than 15 years.

Questions for Tom? Want to be a guest? Inquire at or by calling 800-527-1155.

Mar 19, 2021

In this episode, Tom sits down with his friend and realtor Phil Puma to learn his perspective as a small business owner. They also discuss Phil’s predictions for the housing market over the next 18 months, as well as building connections and growing a business.

About Phil Puma:

Phil is the founder of Puma and Associates, one of the largest privately-held independent real estate agencies in the Carolinas.

Company Website:

Key Moments:

2:34 - Phil Shares Insight Into His Background & What Brought Him To Charlotte

5:24 - How Phil Has Structured His Reality Company Compared To Others

11:29 - Why It’s Important To Be A Real Estate Coach, But Also Still Be Coachable Yourself

14:30 - What To Expect For The Next 18 Months In The Real Estate World

17:48 - How To Approach The Real Estate Market Right Now

20:39 - Adding Other Professional Services To Your Company As A Business Owner

25:00 - Tips For Navigating The Rising Digital Age Of Real Estate

29:31 - What Characteristics Phil Would Look For When It Comes To Finding A New Financial Planner

Contact Retirement Inside Out:


Phone: 800-527-1155