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Schulz Wealth Blog

P&L: Priorities & Lifestyle Episode 64

P&L: Priorities & Lifestyle Episode 64

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

P&L: Priorities & Lifestyle Episode 63

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

P&L: Priorities & Lifestyle Episode 62

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

P&L: Priorities & Lifestyle Episode 61

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

P&L: Priorities & Lifestyle Episode 60

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

P&L: Priorities & Lifestyle Episode 59

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

P&L: Priorities & Lifestyle Episode 58

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

P&L: Priorities & Lifestyle Episode 57

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

P&L: Priorities & Lifestyle Episode 56

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

P&L: Priorities & Lifestyle Episode 55

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

P&L: Priorities & Lifestyle Episode 54

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

P&L: Priorities & Lifestyle Episode 53

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

P&L: Priorities & Lifestyle Episode 52

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

P&L: Priorities & Lifestyle Episode 51

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

P&L: Priorities & Lifestyle Episode 50

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...

Schulz Wealth Economic Overview - Q2 2023

Schulz Wealth Economic Overview - Q2 2023

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...

Relationship Risk

Relationship Risk

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

P&L: Priorities & Lifestyle Episode 49

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...

From Gut Feel to Data-Driven Success

From Gut Feel to Data-Driven Success

"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

P&L: Priorities & Lifestyle Episode 48

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

The Fog of War: Circumstances and Decisions

The Fog of War: Circumstances and Decisions

"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

P&L: Priorities & Lifestyle Episode 47

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

Unsystematic Risk

Unsystematic Risk

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

P&L: Priorities & Lifestyle Episode 46

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

Preparing for Medicare and Social Security Benefits

Preparing for Medicare and Social Security Benefits

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...