Schulz Wealth Blog

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 & Ell...

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,...

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 12 - Boosting Your Business Credibility with Chris McKee Listen Now! Chris McKee is the president and founder of Venturity Financial Par...

P&L: Priorities & Lifestyle Episode 19 - Using Data To Promote Driver Safety with Rick Larkin Listen Now! Rick Larkin is the Chief Information Officer at BCB Transport, a t...

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 22 – Family Transitions from the Perspective of the Next Generation with Chad Bruce Listen Now! Chad Bruce is the President of GluDown, ...

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 ...

P&L: Priorities & Lifestyle Episode 20 – Protecting Your Business from Cyberattacks with Michael Young Listen Now! Michael Young is the Owner and Senior IT Consultant of Co...

P&L: Priorities & Lifestyle Episode 17 - Life as an IRS Agent with Gil Vollmering Listen Now! Gil Vollmering is the owner of Waters, Vollmering & Associates, an account...

2022 Living Magazine Award Recognizes Schulz Wealth as Best Financial Advisor in Arlington & Mansfield Schulz Wealth is proud to announce that our firm has been recognized by L...

P&L: Priorities & Lifestyle Episode 29 – Reassuring Our Clients during Tough Times with Austin Smith Listen Now! The past two years have been—and still are—extraordinary ti...

P&L: Priorities & Lifestyle Episode 28 – What It Means To Be An Entrepreneur with James Loomstein Listen Now! James Loomstein is a managing partner at Rogue Marketing Agenc...

P&L: Priorities & Lifestyle Episode 27 – What To Do With Your Property in Today’s Economy with Mark Cabal Listen Now! Mark Cabal is a professional realtor who runs Mark Cab...

P&L: Priorities & Lifestyle Episode 26 – Mentoring Your Career and Humanity with Burt Hicks Listen Now! Burt Hicks is the President and Chief Strategy and Growth Officer at...

Human creativity is the secret ingredient of capitalism. Entrepreneurs and companies create new products, ideas, and ways of getting things done for the future with the knowledge a...

Today’s post was inspired by the excellent book: Team of Teams, by Gen. McChrystal Modern destroyers use gas turbine engines for propulsion and electrical power. As a young junior ...

P&L: Priorities & Lifestyle Episode 25 – Building an Efficient HR Team with Jennilee Autry Listen Now! Jennilee Autry is the HCM Account Executive at Paylocity, a product s...

P&L: Priorities & Lifestyle Episode 24 – Never Stop Planning Your Finances with Kevin Kennedy Listen Now! Kevin Kennedy is the President of Kennedy Wealth and Tax Managemen...

This week’s Thoughts on Things Thursday come with a heavy heart, but I can only hope they will help someone if they are struggling. We lost two clients this week. One lived fully t...

Have you ever thought about how the tips, tricks, and insights you share with others can have a lasting impact? The sound advice you share with people can drastically change their ...

Rob’s Thoughts on Inflation: For my entire 30-year professional career, inflation has never been a factor. I have endured five bear markets, yet the peril of high inflation has not...

Clients First As large service corporations become more efficient and tech-forward, it creates opportunities for those of us who build personal relationships with our clients. When...

Do You Have a Transition Plan? Tom Brady Unretired For over 20 years, we’ve watched one of the greatest quarterbacks ever to exist compete at the highest level. In February, Tom Br...

How will you respond to uncertainty? Impossible to Predict, Possible to Plan People are unpredictable, and therefore the future is unpredictable. In Christian terms, we call it fre...