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Schulz Archives - Schulz Wealth

Feb 22
1
SchulzWinter2020

Listen to Rob’s Interview with Shawn Dean on the Certifiably Unemployed Podcast

By Rob Schulz | Financial Planning, Investing, Other
Listen to Rob's informative interview with Shawn Dean on episode 30 of Certifiably Unemployed | Thoughts on Things Financial  Click here 
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Feb 12
7
SchulzWinter2020

The Cost of Healthcare: A Critical Financial Consideration

By Rob Schulz | Financial Planning, Investing, Other
A Trump administration rule that went into effect at the beginning of the year is requiring hospitals to reveal publicly for the first time what they charge for their services....
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Feb 10
1
SchulzWinter2020

Listen to Rob’s interview with Gary Heldt on the Grow Your Business and Grow Your Wealth podcast

By Rob Schulz | Financial Planning, Investing, Other
Listen to Rob's informative interview with Gary Heldt on episode 30 |Rob Schulz: Founder & President of Schulz Wealth Click here 
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Feb 03
7
SchulzWinter2020

Don’t Confuse Your Politics With Your Pocketbook

By Rob Schulz | Financial Planning, Investing, Other
All too often, people make investment decisions based upon their political concerns. Sure, policymakers can make changes to things like our taxes, minimum wage, and other regulations that affect our...
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Jan 28
5
SchulzWinter2020

Thoughts on Recent Market Activity

By Rob Schulz | Financial Planning, Investing, Other
Two weeks ago, I got a call from one of my clients. He owns almost 40,000 shares in an unknown local technology company that he bought from the founder many...
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Jan 12
1
SchulzWinter2020

Listen to Rob’s interview on the Authentic Talks 2.0 Podcast with Shanta Generally

By Rob Schulz | Financial Planning, Investing, Other
Listen to Rob's informative interview with Shanta Generally on Episode 113 | Thoughts on Things Financial. Click here 
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Nov 17
1
SchulzWinter2020

What Is A Roth Conversion And Why Do I Care?

By Rob Schulz | Financial Planning, Investing, Other
I had a new client in the office this morning whose situation lends itself perfectly to a Roth conversion. They are 53 years old and have almost 2 million dollars...
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Oct 16
1
blog-header-05-2020

Investing: The Long Game

By Rob Schulz | Financial Planning, Investing, Other
“What’s one thing you wish you knew about investing when you were 20?” I was asked this question as a guest on a recent podcast. My answer? “I wish I...
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Oct 16
1
blog-header-05-2020

Thoughts on Housing

By Rob Schulz | Financial Planning, Investing, Other
Our mortgage loan officer told us what we qualified for and I couldn’t help myself as I burst out laughing. Shelly whacked me on the leg under the big conference...
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Sep 28
1
blog-header-05-2020

Is Tax Advantaged Really Tax Advantaged?

By Rob Schulz | Financial Planning, Investing, Other
This is going to sound crazy, but maybe you should not be taking advantage of your 401(k). Maybe you should go ahead and pay taxes on your investments now, not...
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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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