A few years ago, my wife Shelly took a considerable risk: she reached out to her real dad, whom she had never known. She is adopted, and although her adoptive parents raised her well and cared for her, something had always been missing. Then,...
Jun
07
P&L: Priorities & Lifestyle Episode 48 - A Strategic Framework for Taking Your Business to the Next Level with Lily Tapia Listen Now!
May
25
"War is the realm of uncertainty; three-quarters of the factors on which action in war is based are wrapped in a fog of greater or lesser uncertainty." -General Carl von Clausewitz, Chief-of-Staff III Corps, Waterloo Campaign. Serving on a...
May
17
P&L: Priorities & Lifestyle Episode 47 - Creating the Best Business to Work In with Ross Paterson Listen Now!
May
04
I often get questions from business owners that sound like, "Why should I buy stocks in the stock market when I can make a 40% return on my business?" This is certainly a great question, and the answer has more to do with risk than with return. ...
Apr
25
P&L: Priorities & Lifestyle Episode 46 - Selling a Business, Timing, and Recessions with Brad Purifoy Listen Now!
Apr
20
I was home in Pennsylvania a couple of weeks ago and noticed a social security statement in my Father-In-Law’s drawer in the kitchen. That got me thinking; he is coming up to the age at which he can start benefiting from social security as well...
Apr
12
P&L: Priorities & Lifestyle Episode 45 - Transactions, Estate Planning, and Buy-Sell Agreements with Pete Benenati Listen Now!
Apr
06
All eyes were on the Silicon Valley Bank failure that occurred just a few weeks ago. Memories of the 2008 financial crisis stirred up deep fears and urgent questions for business owners all across the nation - "What will this mean for us?", "Is...
Mar
28
P&L: Priorities & Lifestyle Episode 44 - The Secrets to Successful Business Buying and Selling with Alex Vantarakis Listen Now!
Mar
23
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...
Mar
09
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...
Mar
02
P&L: Priorities & Lifestyle Episode 43 - Wired to Win in Business and Life with Rob Knight Listen Now!
Feb
23
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...
Feb
14
P&L: Priorities & Lifestyle Episode 42 - Increasing Company Valuation with Brandon James Listen Now!
Feb
09
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...
Jan
31
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...
Jan
17
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...
Dec
20
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....
Dec
06
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...
Nov
15
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...
Nov
02
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...
Oct
18
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...
Sep
02
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...
Aug
04
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...
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