business owners

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 Accountant...

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 GluDown,...

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 Tech is...

P&L: Priorities & Lifestyle Episode 20 – Protecting Your Business from Cyberattacks with Michael Young Listen Now! Michael Young is the Owner and Senior IT Consultant...

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 accounting...

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 are—extraordinary...

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 Agency,...

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 Mark...

P&L: Priorities & Lifestyle Episode 26 – Mentoring Your Career and Humanity with Burt Hicks Listen Now! Burt Hicks is the President and Chief Strategy and Growth Officer at...

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 officer, I was required to learn all about these marvelous...

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...

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...

Do You Have a Transition Plan? Tom Brady UnretiredFor over 20 years, we’ve watched one of the greatest quarterbacks ever to exist compete at the highest level. In February, Tom Brady retired. Six weeks later, Brady unretired and headed back to...

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!

This is a two part series about two Captains I served under consecutively aboard the USS John Rodgers, a Spruance Class destroyer, shortly after the Persian Gulf War. The first came to us from a shore tour he had just completed at the Pentagon in...