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rob schulz Archives - Schulz Wealth

Jul 07
0

Never Worry About Money

By Rob Schulz | Financial Planning, Other

Many years ago I wrote “Never Worry about Money” along with some other personal goals on a small laminated card that I carried around in my wallet. That was and…

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Jun 23
0

Investing in a Complex Market

By Rob Schulz | Business Owners, Financial Planning, Investing, Other

Today’s post was inspired by the excellent book: Team of Teams, by Gen. McChrystal Modern destroyers use gas turbine engines for propulsion and electrical power. As a young junior officer,…

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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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Nov 21
0

Freedom and Financial Independence

By Rob Schulz | Financial Planning, Other

  I was reminded recently how different we are, as Americans, compared to the rest of the World as it relates to financial independence. First off, a wide majority of…

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May 19
0
adult-architecture

You Want Financial Independence? Here’s the First Step

By Rob Schulz | Financial Industry Regulation, Financial Planning, Other

Only a very small percentage of American’s will ever experience financial independence. Why? Because just being successful in our professional careers is not enough. We have to know how to…

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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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Aug 01
0

Sea Stories on Leadership: Part I

By Rob Schulz | Leadership, Other

This is a two part series about two Captains I served under consecutively aboard the USS John Rodgers, a Spruance Class destroyer, shortly after the Persian Gulf War. The first…

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Jun 26
0

Variable Annuities can be Costly

By Rob Schulz | Insurance, Investing, Other

Back in the 90’s I sold a lot of variable annuities. I worked for a large financial services company that strongly encouraged the use of variable annuities and there were…

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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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Jun 12
0

Thoughts on Social Security Benefits

By Rob Schulz | Financial Planning, Other, Retirement/401(k)

  More than half of retiring Americans today opt to take Social Security before their Normal Retirement Age, and less than three percent of filers wait until age 70. Many…

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