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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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YouTube-Aug-24-2022-11-26-10-52-PM-Oct-12-2022-03-22-18-62-PM
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Recent Releases

P&L: Priorities & Lifestyle Episode 86 

P&L: Priorities & Lifestyle Episode 86 

P&L: Priorities & Lifestyle Episode 86 How We're Navigating 2025's Market Volatility with Austin Smith This week on P&L, I’m joined by Austin Smith, a Chief Investment ...

The AEGIS Investment Defense System: A 360-Degree Approach to Wealth Protection

The AEGIS Investment Defense System: A 360-Degree Approach to Wealth Protection

The Problem with Conventional Investment Thinking

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 ...

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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