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Schulz Wealth Blog

Why the Balance of Payments Is Quietly Reshaping the Business Landscape?

Why the Balance of Payments Is Quietly Reshaping the Business Landscape?

You may be asking what all of the concern around Treasury yields and a weaker dollar might be. You’re not alone. These shifts might seem like market noise, but they reflect a deepe...

Is Whole Life Insurance the Ultimate Investment Strategy?

Is Whole Life Insurance the Ultimate Investment Strategy?

If you spend a lot of time on TikTok or other social media platforms exploring various financial product pitches, you’re likely to come across the “Infinite Banking” concept. Recen...

Preparing for Business Transition: How Do You Measure Up?

Preparing for Business Transition: How Do You Measure Up?

Running a business is deeply personal. For many, it represents years of hard work, financial investment, and emotional commitment. Yet, one of the most significant challenges busin...

The Evolution of a Business Owner's WealthStack: Building a Stronger, Diversified Financial Foundation

The Evolution of a Business Owner's WealthStack: Building a Stronger, Diversified Financial Foundation

As a business owner, you’ve likely invested countless hours and resources into growing your business. For many, the business represents the lion’s share of their wealth, but this c...

Cold.Hard.CASH

Cold.Hard.CASH

Hands down when starting and growing your business, cold, hard cash is your most important asset. If there were an official pyramid of assets, cash would be its solid foundation. W...

P&L: Priorities & Lifestyle Episode 48

P&L: Priorities & Lifestyle Episode 48

P&L: Priorities & Lifestyle Episode 48 - A Strategic Framework for Taking Your Business to the Next Level with Lily Tapia Listen Now!

P&L: Priorities & Lifestyle Episode 47

P&L: Priorities & Lifestyle Episode 47

P&L: Priorities & Lifestyle Episode 47 - Creating the Best Business to Work In with Ross Paterson Listen Now!

Unsystematic Risk

Unsystematic Risk

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 que...

P&L: Priorities & Lifestyle Episode 46

P&L: Priorities & Lifestyle Episode 46

P&L: Priorities & Lifestyle Episode 46 - Selling a Business, Timing, and Recessions with Brad Purifoy Listen Now!

Preparing for Medicare and Social Security Benefits

Preparing for Medicare and Social Security Benefits

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 a...

P&L: Priorities & Lifestyle Episode 45

P&L: Priorities & Lifestyle Episode 45

P&L: Priorities & Lifestyle Episode 45 - Transactions, Estate Planning, and Buy-Sell Agreements with Pete Benenati Listen Now!

4 Ways to Protect Your Cash

4 Ways to Protect Your Cash

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 o...

P&L: Priorities & Lifestyle Episode 44

P&L: Priorities & Lifestyle Episode 44

P&L: Priorities & Lifestyle Episode 44 - The Secrets to Successful Business Buying and Selling with Alex Vantarakis Listen Now!

Charitable Giving

Charitable Giving

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 hist...

Is ESG Investing Really the Positive Trend That Some Think?

Is ESG Investing Really the Positive Trend That Some Think?

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-...

P&L: Priorities & Lifestyle Episode 43

P&L: Priorities & Lifestyle Episode 43

P&L: Priorities & Lifestyle Episode 43 - Wired to Win in Business and Life with Rob Knight Listen Now!

The Balance of Risk and Reward for Your Business

The Balance of Risk and Reward for Your Business

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...

P&L: Priorities & Lifestyle Episode 42

P&L: Priorities & Lifestyle Episode 42

P&L: Priorities & Lifestyle Episode 42 - Increasing Company Valuation with Brandon James Listen Now!

Our Success Lies Within Our Ability to Stand Out

Our Success Lies Within Our Ability to Stand Out

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, o...

P&L: Priorities & Lifestyle Episode 41

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 Dev...

The Most Overlooked Yet Vital Aspect to Financial Success: Profitability

The Most Overlooked Yet Vital Aspect to Financial Success: Profitability

As earnings season cycles around again, publicly traded companies will release results for the last quarter and for the year-end. Smaller, closely-held companies are busy too as ma...

P&L: Priorities & Lifestyle Episode 40

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 quantitative and...

Schulz Wealth Economic Overview - Q4 2022

Schulz Wealth Economic Overview - Q4 2022

The disconnect reviewed last quarter between the stock market valuations and the economy remains. As we shift into 2023 and a still looming, possible recession, it is important to ...

P&L: Priorities & Lifestyle Episode 39

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 not e...

Selecting Your Financial “Chief of Staff”

Selecting Your Financial “Chief of Staff”

Making Financial Planning Decisions as a Business Owner Financial planning decisions do not live in a silo, so neither should the professionals helping you, as a business owner, ma...