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...

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 not exactly bullish....

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, a leader in commercial...

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 navigate the confusing and...

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...

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...

I hate the word “retirement” even more as I get older and closer to it myself. Why do I hate it? The word itself does not even remotely sound like fun at all. Retire comes from Middle French retirer (“draw back”) or withdraw. Therefore,...

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...

When I first decided to start my own Registered Investment Adviser (RIA) firm, my longtime peer and friend responded incredulously, “You’re going to walk away from all of your trail commissions? Are you crazy?” Maybe I was crazy, but I was about...

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...

In my pre-adolescent years, I had access to a small private lake on a property my parents owned with several other families. I always wanted to be out on that lake, but the outboard engines, gas tanks, and batteries associated with power were too...

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...

Traditionally, when you die, your heirs have to go through a legal process of distributing your assets called probate. You are said to have died intestate if you die without a will. When this happens, a judge has to approve everything, and all of...

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: PP&E 401(k) Retirement Savings from Shiny Box Pictures on Vimeo.

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...

By now, most of you have heard about the Student Loan Relief Plan announced by the Biden administration. There are varying opinions on the announcement, but from my experience, for many, loans encourage poor decision-making when we don’t have to...

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...

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...