leadership

  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...

 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 –  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 – 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 – 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 –                     Starting from Less than Zero with The Loftons                      Listen Now!          Chris and Stephanie Lofton are the people behind...

  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 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 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 21- Creating Value in Your Business With Georgine Muntz Listen Now!       Georgine Muntz is the CEO and Strategic Advisor of Visual...

  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 - 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 – Family Transitions from the Perspective of the Next Generation with Chad Bruce Listen Now!       Chad Bruce is the President of...

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...

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 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...

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,...

For the last week, our local news in the DFW area has been all abuzz about problems within the DPFP (Dallas Police & Fire Pension). A great MarketWatch article came out yesterday: Dallas police and fire pension plan problems caused by extraordinary...