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Updates From The Experts

P&L: Priorities & Lifestyle Episode 41

  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...

P&L: Priorities & Lifestyle Episode 40

 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...

P&L: Priorities & Lifestyle Episode 39

 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...

P&L: Priorities & Lifestyle Episode 38

 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,...

P&L: Priorities & Lifestyle Episode 37

  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...

P&L: Priorities & Lifestyle Episode 36

  P&L: Priorities & Lifestyle Episode 36 –                     Starting from Less than Zero with The Loftons                      Listen Now!          Chris and Stephanie Lofton are the people behind...

P&L: Priorities & Lifestyle Episode 35

  P&L: Priorities & Lifestyle Episode 35 – Taking Risks and Being Accountable for Your Family Business with Jordan Jayson Listen Now!         Jordan Jayson is the CEO and Chairman of US Energy...

P&L: Priorities & Lifestyle Episode 34

  P&L: Priorities & Lifestyle Episode 34 – Making a Charitable Impact for Your Exit Strategy with Stan Ninemire and Amanda Lewis Listen Now!         Amanda Lewis and Stan Ninemire are part of the...

P&L: Priorities & Lifestyle Episode 33

  P&L: Priorities & Lifestyle Episode 33 – Getting the Right Insurance for Retirement and Security with Jon Thurmond Listen Now!         Jon Thurmond is a managing partner at Axis Financial, a...

P&L: Priorities & Lifestyle Episode 32

  P&L: Priorities & Lifestyle Episode 32 – Identifying Your Business' Market Value with Pam Vincent Listen Now!         Pam Vincent is the President of Transworld Business Advisors, a company that...

Schulz Wealth Economic Overview - Q2 2022 - Updated

Schulz Wealth Economic Overview – Q2 2022 As the year has rolled on, current inflation levels have become the most prominent overhanging fear in the economy. Inflation is 9% for the first time since the 70s and 80s, and the more significant...

P&L: Priorities & Lifestyle Episode 31

  P&L: Priorities & Lifestyle Episode 31 – Preparing for Adversity with Jim Lanter Listen Now!         James “Jim” Lanter is an attorney-at-law. He serves as an advocate, advisor, and counselor...

Maintaining Altitude

Maintaining Altitude There is no one-size-fits-all plan for retirement income, but one thing I always look for when creating a retirement plan for my clients is altitude. Altitude provides time and space, and altitude, at a high enough level, is...

P&L: Priorities & Lifestyle Episode 30

  P&L: Priorities & Lifestyle Episode 30 – Appreciating the Luck that Comes with Success with Jay Holstine Listen Now!     Jay Holstine is the CEO of Peer Group Advisor and a coach at...

Schulz Wealth Economic Overview - Q2 2022

Schulz Wealth Economic Overview – Q2 2022 As the year has rolled on, current inflation levels have become the most prominent overhanging fear in the economy. Inflation is 9% for the first time since the 70s and 80s, and the more significant...

P&L: Priorities & Lifestyle Episode 10

  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...

P&L: Priorities & Lifestyle Episode 6

  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...

P&L: Priorities & Lifestyle Episode 13

  P&L: Priorities & Lifestyle Episode 13 - Becoming Comfortable with Selling with  Layne Kasper Listen Now!       Layne Kasper is Managing Partner at Kasper & Associates, a firm...