business owners

Being Different Makes a Difference St. James Park was swarming with people as we made our way on foot toward Buckingham Palace. We had been ducking and darting the growing crowd, our tour guide leading the way, when suddenly we came upon a wall...

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...

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 many close out their tax year, fund profit-sharing plans, and put...

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 fundamental...

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 exactly bullish....

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 – Office Culture and Real Estate Advice with David Walters Listen Now! David Walters is the Senior Vice President of CBRE Fort Worth, a leader in commercial...

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 – Retirement Planning at 55 and Up with Marcia Mantell Listen Now! Marcia Mantell is a retirement business guru who helps clients navigate the confusing and...

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, a landscaping company...

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 Development...

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 North...

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 financial...

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 helps...

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 – Preparing for Adversity with Jim Lanter Listen Now! James “Jim” Lanter is an attorney-at-law. He serves as an advocate, advisor, and counselor for small...

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 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 - An Exit Strategy is a Good Business Strategy with Tom Bronson Listen Now! Tom Bronson is the President of Mastery Partners, a company...

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 Matrix,...

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 that...

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, the...

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 business...

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 firm...