business owners

  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 21- Creating Value in Your Business With Georgine Muntz Listen Now!       Georgine Muntz is the CEO and Strategic Advisor of Visual...

  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 - 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 - 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- 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 - Taking Time to Disconnect with Lisa Harrington Listen Now!       Lisa Harrington is a Vistage Chair, Brand Strategist, and Strategy...

  P&L: Priorities & Lifestyle Episode 18 - Planning for Your Business Transition with Trey Dacy Listen Now!       Trey Dacy is a partner at Insurica, an insurance broker...

  P&L: Priorities & Lifestyle Episode 3 - Transitioning The Family Business During a Crisis with Jeff Craig Listen Now!       Jeff Craig is the former President of Blaylock...

  P&L: Priorities & Lifestyle Episode 11- Breaking The Barriers That Hinder Business Expansion with Dr. Randy Hamilton Listen Now!       Dr. Randy Hamilton is a pediatric dentist...

  P&L: Priorities & Lifestyle Episode 8 - Making the Most Out of Your God-Given Opportunities with Odes Mitchell Listen Now!       Odes Mitchell is the CEO of GM...

  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 &...

  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...

  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...

  P&L: Priorities & Lifestyle Episode 12 - Boosting Your Business Credibility with Chris McKee Listen Now!       Chris McKee is the president and founder of Venturity...

  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...

  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...

  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...

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 Tech). 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...

  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...

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 Living Magazine as the 2022 Best Financial Advisor in Arlington and...

  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...

  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...

  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...