Schulz Wealth Blog

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 ...

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...

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 outboar...

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 Fi...

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...

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, ...

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 th...

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...

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, an...

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 ...

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 coa...