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P&L: Priorities & Lifestyle Episode 49 - Accelerating Sales with Pete Essex Listen Now! Pete Essex is the Outscored VP of Sales at Sales Xceleration, a business and consulting services company and pioneer in...

When I was a young child, my great-uncle would arrive at our house with my grandparents just before Christmas. Most years, he would bunk up with me. My room was down a long hall from the living room, past the entryway and my sister’s room....

Maintaining Altitude There is no one-size-fits-all plan for retirement income, but one thing I always look for when creating a retirement plan for my clients is altitude. Altitude provides time and space, and altitude, at a high enough level, is...

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 Mark...

Human creativity is the secret ingredient of capitalism. Entrepreneurs and companies create new products, ideas, and ways of getting things done for the future with the knowledge and capital they have in the present. This process creates wealth...

Rob’s Thoughts on Inflation: For my entire 30-year professional career, inflation has never been a factor. I have endured five bear markets, yet the peril of high inflation has not been a consideration for my clients ever until this year....

Do You Have a Transition Plan? Tom Brady UnretiredFor over 20 years, we’ve watched one of the greatest quarterbacks ever to exist compete at the highest level. In February, Tom Brady retired. Six weeks later, Brady unretired and headed back to...

The fourth quarter of 2021 did not break stride from the rest of this year. The jobs reports continued to come out extremely strong; corporate earnings did the same. As the last quarter of the year wrapped up, we are now officially below the...

Q3 Executive Review Topics Delta’s Impact On The Jobs Market Sustained Inflation Supply Chain Concerns Market Reaction Download Q3 Executive Review Schulz Wealth Economic Overview- Q3 2021

Q2 Executive Review Topics Employment/ Wage Rises Inflation Concerns Market Reaction Reading Review Download Q2 Executive Review Q2 2021 Economic Review

Q1 Executive Review Topics Economic The Federal Reserve Market Overview Reading Review Download Q1 Executive Review Schulz_Wealth_Executive_Review_of_Q1_2021

I had the opportunity recently to attend a meeting with renowned psychologist Bill Crawford, Ph.D., about how our brains respond to strong emotions. Dr. Crawford explained the brain as having three sections, the lower, middle, and high brain...

Rob got the chance to talk with Kelechi from the Rambling Mind podcast. Together they discuss Rob’s concept of net spenders and net savers along with many other things. Are you a net spender or a net saver? Tune in to find out!

Rob published a great article in the Mansfield Record that talks about living life to the fullest while also planning for those unexpected events. Click below to read more!

Listen to Rob’s informative interview with Shawn Dean on episode 30 of Certifiably Unemployed | Thoughts on Things Financial Click here

Listen to Rob’s informative interview with Gary Heldt on episode 30 |Rob Schulz: Founder & President of Schulz Wealth Click here

All too often, people make investment decisions based upon their political concerns. Sure, policymakers can make changes to things like our taxes, minimum wage, and other regulations that affect our economy somehow, but not...

“I don’t mind paying income taxes, but it’s not my favorite thing either. It’s such a strange process. Every other bill I pay is pretty cut and dry. I get an invoice showing what I owe and a due date for when I need to pay it. Pretty simple.But...

Listen to Rob’s informative interview with Shanta Generally on Episode 113| Thoughts on Things Financial. Click here

Our mortgage loan officer told us what we qualified for and I couldn’t help myself as I burst out laughing. Shelly whacked me on the leg under the big conference room table as I regained my composure. “There is no way we can afford...

Check out this fun excerpt from my latest book for your reading enjoyment. I used to tell this story to 401(k) participants in enrollment meetings. It’s a real conversation I had with my dad in our garage in 1978! What do you think?

The first time I reviewed and worked with a nice bond retirement portfolio it was my grandparents investment account. In the mid to late 90’s I found myself driving down to Temple Texas once a week to help them out with medical and...

This crisis has affected different families in different ways and in varying degrees. I can’t emphasize enough that we are living through a significant event. Sometimes it may not feel like it but we are. Much of the normalcy of our...

COVID-19 cut hockey season short and we’ll see if my horns make it on the gridiron this fall for football season. In the meantime, it’s property tax season. If you live in Texas, you should have received your 2020 Value Notice by...