Category

leadership

P&L: Priorities & Lifestyle Episode 41

  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...

P&L: Priorities & Lifestyle Episode 40

 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...

P&L: Priorities & Lifestyle Episode 39

 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...

P&L: Priorities & Lifestyle Episode 38

 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,...

P&L: Priorities & Lifestyle Episode 37

  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...

P&L: Priorities & Lifestyle Episode 36

  P&L: Priorities & Lifestyle Episode 36 –                     Starting from Less than Zero with The Loftons                      Listen Now!          Chris and Stephanie Lofton are the people behind...

P&L: Priorities & Lifestyle Episode 35

  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...

Schulz Wealth Economic Overview - Q2 2022 - Updated

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...

Schulz Wealth Economic Overview - Q2 2022

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 7

  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

  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 22

  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...

The Winning Attitude

In investing as in life, our attitude has a lot to do with how successful we are. Because I have worked with so many investors over the years, it has become easy for me to identify the attitudes that win and those that lose.  Losing...

Thoughts on Collaboration and Accountability

Thoughts on Collaboration and Accountability Accountability is a powerful driver of success that most of us want to avoid like the plague. Just like planning it’s not very fun and sexy. Years ago, I decided it was time to get back in shape. At...

Point the Ship in the Right Direction

During the Haiti crisis in the mid-90’s, I was a young sailor on watch. It was a calm, quiet, typical Caribbean sunny day and we were just off the coast of Hispaniola in the Windward Passage. Punching holes in the ocean, is what we called it,...

Advisors: It’s Time to Drop your Series 7

You’ve still got time. Think of the DOL’s new fiduciary rules as a shot across the bow. Heed the warning, change course, and discover how rewarding this business can be without the glaring conflicts of commission. Loaded mutual funds, variable...

Moments of Truth and Texas High School Football

The hot August sun was starting to make itself known as morning advanced. There were just a few plays to go until the first Freshman inter-squad scrimmage of the season would be over. Small groups of parents along the sideline idly watched and...

Sea Stories on Leadership: Part II

On the Fo’c’sle of the USS John Rodgers in the warm sun of Valparaiso, Chile we watched as command passed from one captain to another. We knew little and had learned less about our new CO in the two weeks he had been aboard. Quiet and unassuming,...

Sea Stories on Leadership: Part I

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...

Financial Maturity

Real personal financial success cannot be accomplished until we have achieved a certain level of financial maturity. I believe proper spending, saving, investing, and planning are all learned traits. Accomplishing these things effectively...

For Entertainment Purposes Only

As a parent, I watch a LOT of volleyball. I sometimes think I know the game and start making suggestions to my oldest daughter who plays competitively in college. She reminds me quickly that I am a fan and not an expert. No matter how many games...