Schulz Wealth Blog

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 ...

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...

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...

Stocks have had a terrible start to the year, and major indexes have officially entered correction territory (falling at least 10%). On top of stocks falling, there is a ton of neg...

Inflation is running at 7.5%. What’s your move? Inflation is hitting historic levels meaning this is the kind of stuff you tell your grandchildren about someday. Even depreciating ...

In our recent semi-annual reviews with clients, it has become almost routine for us to look at portfolio returns together and say, “That looks great!” Well, last week was not so gr...

The fourth quarter of 2021 did not break stride from the rest of this year. The jobs reports continued to come out extremely strong; corporate earnings did the same. As the last qu...

Rob published a great article in the Mansfield Record that talks about living life to the fullest while also planning for those unexpected events. Click below to read more!

I have had deep and detailed financial discussions with most of my clients during our current pandemic crisis. Some are having the most successful years of their lives while others...

I have had the opportunity to help many people gain personal financial success over the last quarter decade. It’s been a great ride, and I continue to be inspired by their achievem...

Thoughts on Time: Time and again, couples, when they set an appointment for an initial visit will say things like “We’ve been planning on coming to see you for years”, to which I a...

Our client process is designed to guide you successfully thru your financial goals. It starts with the creation of your initial personal financial statement, cash flow, and financi...

This is the first article in a multi part series centered around a different (and hopefully easier) way to think about your financial goals from an overview perspective. When think...

From time to time, I find myself roaming the country, assisting a corporate client in their desire to assess and improve the retirement readiness of their workforce. Normally, pers...

You have never heard of any of my heroes, so naming them by name is unimportant. Besides, my heroes are not interested in publicity. My heroes lead quiet lives, in attractive, invi...

From time to time, clients ask me to comment on what they hear from financial advisors on the radio. The first thing I try to explain is these are paid advertisements. Local adviso...

For the last week, our local news in the DFW area has been all abuzz about problems within the DPFP (Dallas Police & Fire Pension). A great MarketWatch article came out yesterd...

Life insurance agents created the financial planning community, and sadly their own was damaged in the process. Can recent regulation spur a rebirth? Needs-based selling, where an ...

updated April 25, 2018 If your advisor is not on the same page with you, it makes it harder to weather downturns. There are five very basic service points your advisor should be hi...

With billions of dollars exchanging hands each day, continual fluctuations in prices, and constant media chatter about the “market”, it’s easy to lose sight of what we are actually...