Category

business owners

P&L: Priorities & Lifestyle Episode 63

P&L: Priorities & Lifestyle Episode 63 - Taking Over The Family Business with Eric Wessinger Eric Wessinger successfully managed a family business transition at Richards Supply over the course of around...

P&L: Priorities & Lifestyle Episode 62

P&L: Priorities & Lifestyle Episode 62 - The Genesis Of WeBuyHouses.com with Jeremy Brandt Jeremy Brandt joined me on the show this week to talk about what it was like to create a household name in...

P&L: Priorities & Lifestyle Episode 61

P&L: Priorities & Lifestyle Episode 61 - The Evolution Of Digital Marketing with Brad McCormick Brad McCormick, Principal at 10 Louder, joined Rob in the Schulz Wealth office to discuss all things digital...

P&L: Priorities & Lifestyle Episode 60

P&L: Priorities & Lifestyle Episode 60 - Transitioning Your Business To ESOP with Chris McKee Chris McKee returned to the show to discuss the recent transition of his company, Venturity, into an ESOP...

P&L: Priorities & Lifestyle Episode 59

P&L: Priorities & Lifestyle Episode 59 - The Life Of A Serial Entrepreneur with Bob McCarthy Bob McCarthy, a serial entrepreneur in a few diverse fields, joined me for a conversation on why he became an...

P&L: Priorities & Lifestyle Episode 58

P&L: Priorities & Lifestyle Episode 58 -Business Insights From An Olympic Gold Medalist with Adam Kreek Adam Kreek, a Canadian Olympic gold medalist rower, competed in the heavyweight division at the 2008...

P&L: Priorities & Lifestyle Episode 57

P&L: Priorities & Lifestyle Episode 57 - What It Means to Sell Your Business with Dane Craig Dane Craig is the founder of Dakota Distributing, a company he recently sold after over two decades. Rob and Dane...

P&L: Priorities & Lifestyle Episode 56

P&L: Priorities & Lifestyle Episode 56 - The Spine Surgery Guarantee With Jamie Rindler Jamie Rindler, founder and president of Marvel Group, has spent the last decade specializing in the business of spine...

P&L: Priorities & Lifestyle Episode 55

P&L: Priorities & Lifestyle Episode 55 - The Emotional Impact of Wealth Planning with Cindy Arledge Cindy Arledge, a second-generation commercial real estate investment entrepreneur and family matriarch,...

P&L: Priorities & Lifestyle Episode 54

P&L: Priorities & Lifestyle Episode 54 - Chef Forrest "Gump" Parker: Founder and Culinary Evangelist Chef Forrest “Gump” Parker, a renowned culinary expert, has made significant contributions to the vibrant...

P&L: Priorities & Lifestyle Episode 53

P&L: Priorities & Lifestyle Episode 53 - Starting The Entreprenerial Journey During Covid with Will Young Will Young of Aerowave Technologies joins the show to dive into the importance of customer focus for...

P&L: Priorities & Lifestyle Episode 52

P&L: Priorities & Lifestyle Episode 52 - Personalized Banking Services for High Net Worth Individuals with Bill Kresser Listen Now! Bill Kresser is a seasoned private banker at Origin Bank, with over two...

P&L: Priorities & Lifestyle Episode 51

P&L: Priorities & Lifestyle Episode 51 - The Power of Autonomy in EOS Companies with Jeff Schafer Listen Now! Jeff Schafer is a seasoned entrepreneur with a strong background in simplifying processes,...

P&L: Priorities & Lifestyle Episode 50

P&L: Priorities & Lifestyle Episode 50 - From Corporate Executive to Business Owner with Matt Krzysiak Listen Now! Matt Krzysiak is the founder of Crest Solutions Group, an organization that helps its clients...

Relationship Risk

A few years ago, my wife Shelly took a considerable risk: she reached out to her real dad, whom she had never known. She is adopted, and although her adoptive parents raised her well and cared for her, something had always been missing. Then,...

P&L: Priorities & Lifestyle Episode 49

P&L: Priorities & Lifestyle Episode 49 - Accelerating Sales with Pete Essex Listen Now! Pete Essex is the Outscored VP of Sales at Sales Xceleration, a business and consulting services company and pioneer in...

From Gut Feel to Data-Driven Success

"I cringe when I think about the advice I gave as a club pro back in the day." The sun filtered down around the two of us on a hot afternoon through the leaves of a small Cone Elm beside the chipping green at Sherrill Park. I was chipping up, and...

The Fog of War: Circumstances and Decisions

"War is the realm of uncertainty; three-quarters of the factors on which action in war is based are wrapped in a fog of greater or lesser uncertainty." -General Carl von Clausewitz, Chief-of-Staff III Corps, Waterloo Campaign. Serving on a...

Unsystematic Risk

I often get questions from business owners that sound like, "Why should I buy stocks in the stock market when I can make a 40% return on my business?" This is certainly a great question, and the answer has more to do with risk than with return. ...

Preparing for Medicare and Social Security Benefits

I was home in Pennsylvania a couple of weeks ago and noticed a social security statement in my Father-In-Law’s drawer in the kitchen. That got me thinking; he is coming up to the age at which he can start benefiting from social security as well...

4 Ways to Protect Your Cash

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 owners all across the nation - "What will this mean for us?", "Is...