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Updates From The Experts

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 for small...

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 company...

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 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 Coach. She...

P&L: Priorities & Lifestyle Episode 18

P&L: Priorities & Lifestyle Episode 18 - Planning for Your Business Transition with Trey Dacy Listen Now! Trey Dacy is a partner at Insurica, an insurance broker specializing in...

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 Gasket &...

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 Professional at...

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 and part...

P&L: Priorities & Lifestyle Episode 8

P&L: Priorities & Lifestyle Episode 8 - Making the Most Out of Your God-Given Opportunities with Odes Mitchell Listen Now! Odes Mitchell is the CEO of GM Pharmaceuticals, a...

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 & Ellis, a...

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 Mortgage, a...

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 corporate...

P&L: Priorities & Lifestyle Episode 2

P&L: Priorities & Lifestyle Episode 2 - From Franchisee to Starting a Business During Retirement with Dan Phillips Listen Now! Dan Phillips is the Owner and Head Accountant...

P&L: Priorities & Lifestyle Episode 23

P&L: Priorities & Lifestyle Episode 23 – Running Everything on the Cloud with Kelly Herrod Listen Now! Kelly Herrod is the Owner and President of Herrod Technology (Herrod Tech). Herrod Tech is...