P&L: Priorities & Lifestyle Episode 53 - Starting The Entreprenerial Journey During Covid with Will Young Will Young of Aerowave Technologies joins the show to dive into the importance of customer focus for...

P&L: Priorities & Lifestyle Episode 52 - Personalized Banking Services for High Net Worth Individuals with Bill Kresser Listen Now! Bill Kresser is a seasoned private banker at Origin Bank, with over two...

P&L: Priorities & Lifestyle Episode 51 - The Power of Autonomy in EOS Companies with Jeff Schafer Listen Now! Jeff Schafer is a seasoned entrepreneur with a strong background in simplifying processes,...

P&L: Priorities & Lifestyle Episode 50 - From Corporate Executive to Business Owner with Matt Krzysiak Listen Now! Matt Krzysiak is the founder of Crest Solutions Group, an organization that helps its clients...

P&L: Priorities & Lifestyle Episode 49 - Accelerating Sales with Pete Essex Listen Now! Pete Essex is the Outscored VP of Sales at Sales Xceleration, a business and consulting services company and pioneer in...

P&L: Priorities & Lifestyle Episode 48 - A Strategic Framework for Taking Your Business to the Next Level with Lily Tapia Listen Now!

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

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

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

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

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

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

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 – The Future is Web 3.0 with Hamiz Mushtaq Awan Listen Now! Hamiz Mushtaq Awan is the founder of Plutus21 Capital, a quantitative and fundamental...

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 not exactly bullish....

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, a leader in commercial...

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 navigate the confusing and...

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

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 Development...

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 North...

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 financial...

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 helps...

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 – Preparing for Adversity with Jim Lanter Listen Now! James “Jim” Lanter is an attorney-at-law. He serves as an advocate, advisor, and counselor for small...

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...