"War is the realm of uncertainty; three-quarters of the factors on which action in war is based are wrapped in a fog of greater or lesser uncertainty." -General Carl von Clausewitz, Chief-of-Staff III Corps, Waterloo Campaign. Serving on a...

  P&L: Priorities & Lifestyle Episode 47 - Creating the Best Business to Work In with Ross Paterson   Listen Now!     

I often get questions from business owners that sound like, "Why should I buy stocks in the stock market when I can make a 40% return on my business?" This is certainly a great question, and the answer has more to do with risk than with return. ...

  P&L: Priorities & Lifestyle Episode 46 - Selling a Business, Timing, and Recessions with Brad Purifoy   Listen Now!     

I was home in Pennsylvania a couple of weeks ago and noticed a social security statement in my Father-In-Law’s drawer in the kitchen. That got me thinking; he is coming up to the age at which he can start benefiting from social security as well...

  P&L: Priorities & Lifestyle Episode 45 - Transactions, Estate Planning, and Buy-Sell Agreements with Pete Benenati   Listen Now!     

All eyes were on the Silicon Valley Bank failure that occurred just a few weeks ago. Memories of the 2008 financial crisis stirred up deep fears and urgent questions for business owners all across the nation - "What will this mean for us?", "Is...

  P&L: Priorities & Lifestyle Episode 44 - The Secrets to Successful Business Buying and Selling with Alex Vantarakis   Listen Now!     

I have been an avid sportsman all my life. I have a hard time explaining to others, or even to myself why I enjoy the pursuit of wild game. It must be partly the tradition and history of the act itself, and partly the memories of my dad and me in...

  Back in the early ‘90s, while serving as a junior naval officer, my ship deployed for a six-month journey around South America. This extensive trip was marked by a total of thirty-two ports of call around the entire continent. During that...

  P&L: Priorities & Lifestyle Episode 43 - Wired to Win in Business and Life with Rob Knight   Listen Now!     

Recently, I visited with an investment banker on the phone who, years prior, had transacted a large business sale in my neck of the woods. He asked if I knew the family, and I said, "Yup, they just cleared Chapter 13 personal bankruptcy". Silence...

  P&L: Priorities & Lifestyle Episode 42 - Increasing Company Valuation with Brandon James   Listen Now!     

Being Different Makes a Difference St. James Park was swarming with people as we made our way on foot toward Buckingham Palace. We had been ducking and darting the growing crowd, our tour guide leading the way, when suddenly we came upon a wall...

  P&L: Priorities & Lifestyle Episode 41 - Performance, Pain, and Purpose with David Rutherford   Listen Now!        David Rutherford is the owner, Lead Instructor, and Curriculum Developer of Froglogic...

As earnings season cycles around again, publicly traded companies will release results for the last quarter and for the year-end. Smaller, closely-held companies are busy too as many close out their tax year, fund profit-sharing plans, and put...

 P&L: Priorities & Lifestyle Episode 40 –   The Future is Web 3.0 with Hamiz Mushtaq Awan                           Listen Now!        Hamiz Mushtaq Awan is the founder of Plutus21 Capital, a...

The disconnect reviewed last quarter between the stock market valuations and the economy remains. As we shift into 2023 and a still looming, possible recession, it is important to understand this disconnect. We finished 2022 with an overall...

  When I was a young child, my great-uncle would arrive at our house with my grandparents just before Christmas. Most years, he would bunk up with me. My room was down a long hall from the living room, past the entryway and my sister’s room....

 P&L: Priorities & Lifestyle Episode 39 –  How Schulz Wealth Makes Long-term Decisions in This Economy with Austin Smith                          Listen Now!        The current state of the economy is...

Making Financial Planning Decisions as a Business Owner   Financial planning decisions do not live in a silo, so neither should the professionals helping you, as a business owner, make those decisions. These days, there are financial...

 P&L: Priorities & Lifestyle Episode 38 – Office Culture and Real Estate Advice with David Walters                     Listen Now!        David Walters is the Senior Vice President of CBRE Fort Worth,...

Hi everyone, my name is Jared Pestcoe and I am the Operations Manager at Schulz Wealth. I thought I would give Rob a break this week to talk a bit about the sector of the financial industry I used to be a part of that has shaped a strong belief...

  P&L: Priorities & Lifestyle Episode 37 – Retirement Planning at 55 and Up with Marcia Mantell                      Listen Now!        Marcia Mantell is a retirement business guru who helps clients...

Things seem to be backward concerning the stock market and the economy right now. The better the economic data, the worse the stock market performs. Especially when it comes to job reports and the unemployment rate. September non-farm payrolls...