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Updates From The Experts

P&L: Priorities & Lifestyle Episode 37

  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...

Schulz Wealth Economic Overview - Q3 2022

Things seem to be backward concerning the stock market and the economy right now. The better the economic data, the worse the stock market performs. Especially when it comes to job reports and the unemployment rate. September non-farm payrolls...

P&L: Priorities & Lifestyle Episode 36

  P&L: Priorities & Lifestyle Episode 36 –                     Starting from Less than Zero with The Loftons                      Listen Now!          Chris and Stephanie Lofton are the people behind...

I Hate The Term "Retirement"

I hate the word “retirement” even more as I get older and closer to it myself. Why do I hate it? The word itself does not even remotely sound like fun at all. Retire comes from Middle French retirer (“draw back”) or withdraw. Therefore,...

P&L: Priorities & Lifestyle Episode 35

  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...

Beware of the Advising World's Wolf in Sheep's Clothing

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

  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...

Set and Drift

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

  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...

Death and Taxes are Certain, but Maybe not Probate

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

  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...

Schulz Wealth Economic Overview - Q2 2022 - Updated

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...

Loan Forgiveness

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

  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...

Maintaining Altitude

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

  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

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

  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...

P&L: Priorities & Lifestyle Episode 6

  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

  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...

P&L: Priorities & Lifestyle Episode 14

  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,...

P&L: Priorities & Lifestyle Episode 16

  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...