Schulz Wealth Blog

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

All eyes were on the Silicon Valley Bank failure that occurred just a few weeks ago. Memories of the 2008 financial crisis stirred up deep fears and urgent questions for business o...

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

I have been an avid sportsman all my life. I have a hard time explaining to others, or even to myself why I enjoy the pursuit of wild game. It must be partly the tradition and hist...

Back in the early ‘90s, while serving as a junior naval officer, my ship deployed for a six-month journey around South America. This extensive trip was marked by a total of thirty-...

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

Recently, I visited with an investment banker on the phone who, years prior, had transacted a large business sale in my neck of the woods. He asked if I knew the family, and I said...

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

Being Different Makes a Difference St. James Park was swarming with people as we made our way on foot toward Buckingham Palace. We had been ducking and darting the growing crowd, o...

P&L: Priorities & Lifestyle Episode 41 - Performance, Pain, and Purpose with David Rutherford Listen Now! David Rutherford is the owner, Lead Instructor, and Curriculum Dev...

As earnings season cycles around again, publicly traded companies will release results for the last quarter and for the year-end. Smaller, closely-held companies are busy too as ma...

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...

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 ...

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 fr...

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 e...

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, ma...

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,...

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...

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 nav...

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...

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,...

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 Mid...

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...

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 trai...

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 ar...