Schulz WealthSchulz WealthSchulz Wealth
  • About Us
    • Meet the Team
    • In The Community
    • FAQs
  • Services
  • My Account
    • Blueleaf
    • Betterment
  • P&L Podcast
  • Blog
  • Contact Us
Category

Bucket Talk by Austin Smith

Nov 13
0

Bucket #3: Retirement Planning

By Austin Smith | All, Bucket Talk by Austin Smith, Budgeting, Financial Planning

  Bucket number 3 is money for retirement. This is a bucket we all hope to get started on as soon as possible. Getting started with bucket number 3 at…

Read More
Nov 06
0

Bucket #2: Strategic Planning

By Austin Smith | All, Bucket Talk by Austin Smith, Budgeting, Financial Planning

  Bucket number two is used for intermediate term goals. Intermediate term goals are different and unique, depending on your specific needs. Younger professionals my have an intermediate term goal…

Read More
Nov 01
0

Bucket #1: Savings

By Austin Smith | All, Bucket Talk by Austin Smith, Budgeting, Financial Planning

  Money we have in bucket number one is for rather near term financial goals. Because of the short horizon to these goals, they should be invested in a safe…

Read More
Oct 23
0

Your Money From a Different Perspective

By Austin Smith | All, Bucket Talk by Austin Smith, Budgeting

  This is the first article in a multi part series centered around a different (and hopefully easier) way to think about your financial goals from an overview perspective. When…

Read More

Order Rob's
New Book Today

Things Financial_3D-3

BLOG CATEGORIES

  • Administrative
  • Bucket Talk by Austin Smith
  • Health
  • Insurance
  • Video
  • Kids & Money
  • Leadership
  • Security
  • Financial Industry Regulation
  • Retirement/401(k)
  • Budgeting
  • Investing
  • Financial Planning
  • All
  • You work too hard to settle for good enough.

    Click below to learn the better way.

    Book an appointment
    schulz-wealth-tree
    Schulz Wealth
    (817) 405-4014

    1752 Broad Park Circle North, Ste 110
    Mansfield, Texas 76063

    Quick Links

    • About Us
    • Our Services
    • My Account
    • Regulatory Docs
    • P&L Podcast
    • Blog
    • Contact Us

    Quick Contact

      © 2022 Schulz Wealth. © 2022 Schulz Wealth. Schulz Wealth, Ltd. is a Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Schulz Wealth, Ltd. and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. The content that is provided from the Priorities and Lifestyles podcast (P&L) is for informational purposes only and should not be considered investment advice or a recommendation to buy or sell any types of securities. Any forward-looking statements or forecasts are based on assumptions and actual results may vary from any such statements or forecasts. No reliance should be placed on any statements or forecasts when making any investment decision. No advice may be rendered by Schulz Wealth, Ltd. unless a client service agreement is in place.

      • About Us
        • Meet the Team
        • In The Community
        • FAQs
      • Services
      • My Account
        • Blueleaf
        • Betterment
      • P&L Podcast
      • Blog
      • Contact Us