Category

business owners

P&L: Priorities & Lifestyle Episode 41

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

P&L: Priorities & Lifestyle Episode 40

 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...

P&L: Priorities & Lifestyle Episode 39

 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...

Selecting Your Financial “Chief of Staff”

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, make those decisions. These days, there are financial...

P&L: Priorities & Lifestyle Episode 38

 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,...

Is Bigger Always Better?

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 industry I used to be a part of that has shaped a strong belief...

P&L: Priorities & Lifestyle Episode 37

  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...

P&L: Priorities & Lifestyle Episode 36

  P&L: Priorities & Lifestyle Episode 36 –                     Starting from Less than Zero with The Loftons                      Listen Now!          Chris and Stephanie Lofton are the people behind...

P&L: Priorities & Lifestyle Episode 35

  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 US Energy...

P&L: Priorities & Lifestyle Episode 34

  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 are part of the...

P&L: Priorities & Lifestyle Episode 33

  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 Financial, a...

P&L: Priorities & Lifestyle Episode 32

  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, a company that...

Schulz Wealth Economic Overview - Q2 2022 - Updated

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 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...

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...

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 13

  P&L: Priorities & Lifestyle Episode 13 - Becoming Comfortable with Selling with  Layne Kasper Listen Now!       Layne Kasper is Managing Partner at Kasper & Associates, a firm...

P&L: Priorities & Lifestyle Episode 14

  P&L: Priorities & Lifestyle Episode 14 - Repeatable Acts of Success with Ken Stibler Listen Now!       Ken Stibler is the Master Chair and International Speaker at Vistage,...

P&L: Priorities & Lifestyle Episode 16

  P&L: Priorities & Lifestyle Episode 16 - The Seller’s Journey with Denise Logan Listen Now!       Denise Logan, also known as The Seller Whisperer, coaches leaders and...

P&L: Priorities & Lifestyle Episode 15

  P&L: Priorities & Lifestyle Episode 15- How to Guarantee a Successful Transition with Casey Campbell Listen Now!       Casey Campbell is the Managing Partner at PSK, a CPA...

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...