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Updates From The Experts

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...

P&L: Priorities & Lifestyle Episode 14

  P&L: Priorities & Lifestyle Episode 14 - Repeatable Acts of Success with Ken Stibler Listen Now!       Ken Stibler is the Master Chair and International Speaker at Vistage,...

P&L: Priorities & Lifestyle Episode 16

  P&L: Priorities & Lifestyle Episode 16 - The Seller’s Journey with Denise Logan Listen Now!       Denise Logan, also known as The Seller Whisperer, coaches leaders and...

P&L: Priorities & Lifestyle Episode 15

  P&L: Priorities & Lifestyle Episode 15- How to Guarantee a Successful Transition with Casey Campbell Listen Now!       Casey Campbell is the Managing Partner at PSK, a CPA...

P&L: Priorities & Lifestyle Episode 4

  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...

P&L: Priorities & Lifestyle Episode 3

  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...

P&L: Priorities & Lifestyle Episode 1

  P&L: Priorities & Lifestyle Episode 1 - Business Exit Strategy: Hiring an Investment Banker with Brad Purifoy Listen Now!       Brad Purifoy is an Investment Banking...

P&L: Priorities & Lifestyle Episode 11

  P&L: Priorities & Lifestyle Episode 11- Breaking The Barriers That Hinder Business Expansion with Dr. Randy Hamilton Listen Now!       Dr. Randy Hamilton is a pediatric dentist...

P&L: Priorities & Lifestyle Episode 9

  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 &...

P&L: Priorities & Lifestyle Episode 7

  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...

P&L: Priorities & Lifestyle Episode 5

  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...