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Rob Schulz

Aug 03
26

P&L: Priorities & Lifestyle Episode 1

By Rob Schulz | Business Owners, Investing, Other, Podcast, Wealth management
P&L: Priorities & Lifestyle Episode 1- Business Exit Strategy: Hiring an Investment Banker with Brad Purifoy Listen Now! Brad Purifoy is an Investment Banking Professional at Corporate Finance Associates Worldwide....
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Aug 03
26

P&L: Priorities & Lifestyle Episode 2

By Rob Schulz | Business Owners, Investing, Other, Podcast, Wealth management
P&L: Priorities & Lifestyle Episode 2- From Franchisee to Starting a Business During Retirement with Dan Phillips Listen Now! Dan Phillips is the Owner and Head Accountant at SIMDA Services...
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Aug 03
26

P&L: Priorities & Lifestyle Episode 3

By Rob Schulz | Business Owners, Investing, Other, Podcast, Wealth management
P&L: Priorities & Lifestyle Episode 3- Transitioning The Family Business During a Crisis with Jeff Craig Listen Now! Jeff Craig is the former President of Blaylock Gasket & Packing, a...
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Aug 03
26

P&L: Priorities & Lifestyle Episode 4

By Rob Schulz | Business Owners, Investing, Other, Podcast, Wealth management
P&L: Priorities & Lifestyle Episode 4- Taking Time to Disconnect with Lisa Harrington Listen Now! Lisa Harrington is a Vistage Chair, Brand Strategist, and Strategy Coach. She is the Founder...
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Aug 03
26

P&L: Priorities & Lifestyle Episode 5

By Rob Schulz | Business Owners, Investing, Other, Podcast, Wealth management
P&L: Priorities & Lifestyle Episode 5- Investing in an Opportunity Zone with Brandon Jones Listen Now! Brandon Jones is a shareholder at Winstead PC, a national corporate law firm with...
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Aug 03
26

P&L: Priorities & Lifestyle Episode 6

By Rob Schulz | Business Owners, Investing, Other, Podcast, Wealth management
P&L: Priorities & Lifestyle Episode 6- The Stages of Entrepreneurship with James Sellers Listen Now! James Sellers is the Founder and CEO of the Sellmark Corporation, a company dedicated to...
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Aug 03
26

P&L: Priorities & Lifestyle Episode 7

By Rob Schulz | Business Owners, Investing, Other, Podcast, Wealth management
P&L: Priorities & Lifestyle Episode 7- Navigating The Post-Pandemic Mortgage Industry with Shawn Broussard Listen Now! Shawn Broussard is the CEO of Service First Mortgage, a full-service mortgage lending company...
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Aug 03
26

P&L: Priorities & Lifestyle Episode 8

By Rob Schulz | Business Owners, Investing, Other, Podcast, Wealth management
P&L: Priorities & Lifestyle Episode 8- Making the Most Out of Your God-Given Opportunities with Odes Mitchell Listen Now! Odes Mitchell is the CEO of GM Pharmaceuticals, a family-owned and...
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Aug 03
26

P&L: Priorities & Lifestyle Episode 9

By Rob Schulz | Business Owners, Investing, Other, Podcast, Wealth management
P&L: Priorities & Lifestyle Episode 9- The Ultimate Goal of Selling Your Business with Michael Sweet Listen Now! Michael “Mike” Sweet is an attorney for Brackett & Ellis, a Fort...
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Aug 03
26

P&L: Priorities & Lifestyle Episode 10

By Rob Schulz | Business Owners, Investing, Other, Podcast, Wealth management
P&L: Priorities & Lifestyle Episode 10- An Exit Strategy is a Good Business Strategy with Tom Bronson Listen Now! Tom Bronson is the President of Mastery Partners, a company that...
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      © 2022 Schulz Wealth. © 2022 Schulz Wealth. Schulz Wealth, Ltd. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Schulz Wealth, Ltd. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. The content that is provided from the Priorities and Lifestyles podcast (P&L) is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts when making any investment decision. No advice may be rendered by Schulz Wealth, Ltd. unless a client service agreement is in place.

      • About Us
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        • In The Community
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      • Services
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        • Orion
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      • P&L Podcast
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      • Contact Us