investing

  P&L: Priorities & Lifestyle Episode 44 - The Secrets to Successful Business Buying and Selling with Alex Vantarakis   Listen Now!     

I have been an avid sportsman all my life. I have a hard time explaining to others, or even to myself why I enjoy the pursuit of wild game. It must be partly the tradition and history of the act itself, and partly the memories of my dad and me in...

  Back in the early ‘90s, while serving as a junior naval officer, my ship deployed for a six-month journey around South America. This extensive trip was marked by a total of thirty-two ports of call around the entire continent. During that...

  P&L: Priorities & Lifestyle Episode 43 - Wired to Win in Business and Life with Rob Knight   Listen Now!     

Recently, I visited with an investment banker on the phone who, years prior, had transacted a large business sale in my neck of the woods. He asked if I knew the family, and I said, "Yup, they just cleared Chapter 13 personal bankruptcy". Silence...

  P&L: Priorities & Lifestyle Episode 42 - Increasing Company Valuation with Brandon James   Listen Now!     

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...

The disconnect reviewed last quarter between the stock market valuations and the economy remains. As we shift into 2023 and a still looming, possible recession, it is important to understand this disconnect. We finished 2022 with an overall...

 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...

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...

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...

Things seem to be backward concerning the stock market and the economy right now. The better the economic data, the worse the stock market performs. Especially when it comes to job reports and the unemployment rate. September non-farm payrolls...

I hate the word “retirement” even more as I get older and closer to it myself. Why do I hate it? The word itself does not even remotely sound like fun at all. Retire comes from Middle French retirer (“draw back”) or withdraw. Therefore,...

When I first decided to start my own Registered Investment Adviser (RIA) firm, my longtime peer and friend responded incredulously, “You’re going to walk away from all of your trail commissions? Are you crazy?” Maybe I was crazy, but I was about...

In my pre-adolescent years, I had access to a small private lake on a property my parents owned with several other families. I always wanted to be out on that lake, but the outboard engines, gas tanks, and batteries associated with power were too...

Traditionally, when you die, your heirs have to go through a legal process of distributing your assets called probate. You are said to have died intestate if you die without a will. When this happens, a judge has to approve everything, and all of...

Schulz Wealth: PP&E 401(k) Retirement Savings from Shiny Box Pictures on Vimeo.

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...

By now, most of you have heard about the Student Loan Relief Plan announced by the Biden administration. There are varying opinions on the announcement, but from my experience, for many, loans encourage poor decision-making when we don’t have to...

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 27 – What To Do With Your Property in Today’s Economy with Mark Cabal Listen Now!       Mark Cabal is a professional realtor who runs...