Schulz Wealth Blog

P&L: Priorities & Lifestyle Episode 64 - Negotiating Business Sales the Right Way with Pete Benenati Pete Benenati, founder of Benenati Law, brings over 30 years of experie...

P&L: Priorities & Lifestyle Episode 63 - Taking Over The Family Business with Eric Wessinger Eric Wessinger successfully managed a family business transition at Richards Su...

P&L: Priorities & Lifestyle Episode 62 - The Genesis Of WeBuyHouses.com with Jeremy Brandt Jeremy Brandt joined me on the show this week to talk about what it was like to c...

P&L: Priorities & Lifestyle Episode 61 - The Evolution Of Digital Marketing with Brad McCormick Brad McCormick, Principal at 10 Louder, joined Rob in the Schulz Wealth offi...

P&L: Priorities & Lifestyle Episode 60 - Transitioning Your Business To ESOP with Chris McKee Chris McKee returned to the show to discuss the recent transition of his compa...

P&L: Priorities & Lifestyle Episode 59 - The Life Of A Serial Entrepreneur with Bob McCarthy Bob McCarthy, a serial entrepreneur in a few diverse fields, joined me for a co...

P&L: Priorities & Lifestyle Episode 58 -Business Insights From An Olympic Gold Medalist with Adam Kreek Adam Kreek, a Canadian Olympic gold medalist rower, competed in the ...

P&L: Priorities & Lifestyle Episode 57 - What It Means to Sell Your Business with Dane Craig Dane Craig is the founder of Dakota Distributing, a company he recently sold af...

P&L: Priorities & Lifestyle Episode 56 - The Spine Surgery Guarantee With Jamie Rindler Jamie Rindler, founder and president of Marvel Group, has spent the last decade spec...

P&L: Priorities & Lifestyle Episode 55 - The Emotional Impact of Wealth Planning with Cindy Arledge Cindy Arledge, a second-generation commercial real estate investment ent...

P&L: Priorities & Lifestyle Episode 54 - Chef Forrest "Gump" Parker: Founder and Culinary Evangelist Chef Forrest “Gump” Parker, a renowned culinary expert, has made signif...

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 th...

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 banke...

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 backgrou...

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...

Since the Federal Reserve decided that inflation was no longer transitory around 18 months ago, they have been on a tear with interest rate hikes in hopes of killing inflation. Ove...

A few years ago, my wife Shelly took a considerable risk: she reached out to her real dad, whom she had never known. She is adopted, and although her adoptive parents raised her we...

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 consult...

"I cringe when I think about the advice I gave as a club pro back in the day." The sun filtered down around the two of us on a hot afternoon through the leaves of a small Cone Elm ...

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

"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...

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 que...

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 a...