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Priorities & Lifestyle Podcast

A Show for Business Owners

Real Conversations About Money, Business, and What Matters Most

The Priorities & Lifestyle Podcast is hosted by Rob Schulz, CFP® and Founder of Schulz Wealth. In each episode, Rob sits down with entrepreneurs, executives, and leaders to explore the decisions that shape their businesses, their finances, and their lives.

This isn’t your typical financial podcast. Listeners will hear candid conversations about success, failure, legacy, and the real-life trade-offs that come with building wealth and living with purpose. The podcast offers valuable insight for business owners, professionals, and families who want to align their financial strategies with what truly matters.

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What Listeners Can Expect:

  • Real stories from business owners navigating growth, transitions, and succession

  • Practical advice on financial planning, investing, and retirement

  • Meaningful conversations about values, family, and legacy

  • Clear, honest insights—without jargon or sales pitches

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Recent Releases

P&L: Priorities & Lifestyle Episode 85 

P&L: Priorities & Lifestyle Episode 85 

P&L: Priorities & Lifestyle Episode 85 The Importance of Integrity in Achieving Success with Vince Poscente Vince Poscente is a New York Times bestselling author, a former ...

P&L: Priorities & Lifestyle Episode 84  Understanding Your Business’s True Value with Patrick Lange

P&L: Priorities & Lifestyle Episode 84  Understanding Your Business’s True Value with Patrick Lange

P&L: Priorities & Lifestyle Episode 84 Understanding Your Business’s True Value with Patrick Lange All too often, business owners go to sell their business and find that th...

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...

Let’s Talk About What Matters Most

If something you heard on the Priorities & Lifestyle Podcast resonated with you, we’d love to connect. Whether you're thinking about your next financial move or exploring how to align your money with your values, it starts with a conversation.

Schedule Free Consultation

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