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...
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...
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,...
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...
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...
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...
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...
Aug
03
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...
Aug
03
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...
Aug
03
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...
Aug
02
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...
Jul
26
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...
Jun
12
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...
Nov
29
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...
Apr
07
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,...
Dec
15
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...
BLOG CATEGORIES
- Administrative (1)
- All (86)
- Bucket Talk by Austin Smith (4)
- Budgeting (44)
- Business Owners (57)
- Estate Planning (9)
- Financial Industry Regulation (14)
- Financial Planning (156)
- Health (7)
- Insurance (11)
- Investing (92)
- Kids & Money (14)
- Leadership (33)
- Other (73)
- Podcast (45)
- Retirement/401(k) (26)
- Security (10)
- Video (6)
- Wealth management (87)
You work too hard to settle for good enough.
Click below to learn the better way.
Book an appointment