wealth management

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...

When I first decided to start my own Registered Investment Adviser (RIA) firm, my longtime peer and friend responded incredulously, “You’re going to walk away from all of your trail commissions? Are you crazy?” Maybe I was crazy, but I was about...

P&L: Priorities & Lifestyle Episode 34 – Making a Charitable Impact for Your Exit Strategy with Stan Ninemire and Amanda Lewis Listen Now! Amanda Lewis and Stan Ninemire are part of the North...

In my pre-adolescent years, I had access to a small private lake on a property my parents owned with several other families. I always wanted to be out on that lake, but the outboard engines, gas tanks, and batteries associated with power were too...

P&L: Priorities & Lifestyle Episode 33 – Getting the Right Insurance for Retirement and Security with Jon Thurmond Listen Now! Jon Thurmond is a managing partner at Axis Financial, a financial...

Traditionally, when you die, your heirs have to go through a legal process of distributing your assets called probate. You are said to have died intestate if you die without a will. When this happens, a judge has to approve everything, and all of...

P&L: Priorities & Lifestyle Episode 32 – Identifying Your Business' Market Value with Pam Vincent Listen Now! Pam Vincent is the President of Transworld Business Advisors, a company that helps...

Schulz Wealth: PP&E 401(k) Retirement Savings from Shiny Box Pictures on Vimeo.

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...

By now, most of you have heard about the Student Loan Relief Plan announced by the Biden administration. There are varying opinions on the announcement, but from my experience, for many, loans encourage poor decision-making when we don’t have to...

P&L: Priorities & Lifestyle Episode 31 – Preparing for Adversity with Jim Lanter Listen Now! James “Jim” Lanter is an attorney-at-law. He serves as an advocate, advisor, and counselor for small...

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 30 – Appreciating the Luck that Comes with Success with Jay Holstine Listen Now! Jay Holstine is the CEO of Peer Group Advisor and a coach at...

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 10 - An Exit Strategy is a Good Business Strategy with Tom Bronson Listen Now! Tom Bronson is the President of Mastery Partners, a company...

P&L: Priorities & Lifestyle Episode 6 - The Stages of Entrepreneurship with James Sellers Listen Now! James Sellers is the Founder and CEO of the Sellmark Corporation, a company...

P&L: Priorities & Lifestyle Episode 13 - Becoming Comfortable with Selling with Layne Kasper Listen Now! Layne Kasper is Managing Partner at Kasper & Associates, a firm that...

P&L: Priorities & Lifestyle Episode 14 - Repeatable Acts of Success with Ken Stibler Listen Now! Ken Stibler is the Master Chair and International Speaker at Vistage, the...

P&L: Priorities & Lifestyle Episode 16 - The Seller’s Journey with Denise Logan Listen Now! Denise Logan, also known as The Seller Whisperer, coaches leaders and business...

P&L: Priorities & Lifestyle Episode 15- How to Guarantee a Successful Transition with Casey Campbell Listen Now! Casey Campbell is the Managing Partner at PSK, a CPA firm...

P&L: Priorities & Lifestyle Episode 4 - Taking Time to Disconnect with Lisa Harrington Listen Now! Lisa Harrington is a Vistage Chair, Brand Strategist, and Strategy Coach. She...

P&L: Priorities & Lifestyle Episode 18 - Planning for Your Business Transition with Trey Dacy Listen Now! Trey Dacy is a partner at Insurica, an insurance broker specializing in...

P&L: Priorities & Lifestyle Episode 3 - Transitioning The Family Business During a Crisis with Jeff Craig Listen Now! Jeff Craig is the former President of Blaylock Gasket &...

P&L: Priorities & Lifestyle Episode 1 - Business Exit Strategy: Hiring an Investment Banker with Brad Purifoy Listen Now! Brad Purifoy is an Investment Banking Professional at...

P&L: Priorities & Lifestyle Episode 11- Breaking The Barriers That Hinder Business Expansion with Dr. Randy Hamilton Listen Now! Dr. Randy Hamilton is a pediatric dentist and part...