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adviser Archives - Schulz Wealth

Dec 21
0

Nothing in Life is a Straight Line

By Rob Schulz | Investing, Other

My sophomore year at The University of Texas, I had a marketing class in the UTC, an annex to the business school, tucked right next to the Perry Castaneda Library,…

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May 21
1
blur-branches

Stay Invested, My Friends

By Rob Schulz | Investing, Other

Great post by Austin Smith!   Disciplined strategy investing over the long term, rather than trying to time the market fluctuations is a proven strategy for long term portfolio success….

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May 16
0
cable-call

Calling It: The Exciting Day When Financial Independence Just Happens.

By Rob Schulz | Financial Planning, Other

“I think we’re going to be able to call it.”, Austin says as we review our client’s financial plan and assets on the big screen in my office. We’ve been…

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May 10
0
boy-child-clouds

A Life Lived

By Rob Schulz | Financial Planning, Other

You have never heard of any of my heroes, so naming them by name is unimportant. Besides, my hero’s are not interested in the publicity.   My hero’s lead quiet…

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May 01
1
accomplishment-ceremony

How your money can work for your future- Be an Amy, not an Adam!

By Austin Smith | Financial Planning, Investing, Kids & Money, Other, Retirement/401(k)

  When should you start saving for your retirement? The most accurate answer is yesterday. Time is by far the most important factor on saving for your future. Starting early,…

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Jul 08
0

Mid Year Financial Checkup

By Rob Schulz | Budgeting, Financial Planning, Other

It’s hard to believe the year is halfway over. Now is a good time to review and determine what steps need to be taken to finish out the second half….

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Jun 19
0

Financial Meetings with your Kids

By Rob Schulz | Budgeting, Financial Planning, Kids & Money, Other

The last several weeks we have been busy meeting with our client’s children. We recommend what we call “kid meetings” at a few critical stages: Just prior to getting their…

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May 01
0

For Entertainment Purposes Only

By Rob Schulz | Investing, Leadership, Other

As a parent, I watch a LOT of volleyball. I sometimes think I know the game and start making suggestions to my oldest daughter who plays competitively in college. She…

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Apr 17
0

We Should Try to be as Intentional and Deliberate as we Can

By Rob Schulz | Financial Planning, Other

“If you had actually read it, you would have noticed the second signature line”, declared the man across the counter. My immediate response was “it’s not intended to be read,…

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Mar 26
0

Life Insurance Can be a Beating

By Rob Schulz | Financial Planning, Insurance, Other

Buying and maintaining life insurance policies is a pain. On the surface, it seems like a pretty simple transaction but it is actually one of the most complex pieces to…

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      © 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.

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