Schulz WealthSchulz WealthSchulz Wealth
  • About Us
    • Meet the Team
    • In The Community
    • FAQs
  • Services
  • My Account
    • Blueleaf
    • Betterment
  • P&L Podcast
  • Blog
  • Contact Us
Tag

texas 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,…

Read More
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…

Read More
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….

Read More
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…

Read More
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…

Read More
Feb 17
0

A Simple Estate Plan Review is Worthwhile

By Rob Schulz | Financial Planning, Other

We tend to believe once our estate documents are signed, we can lock them away only to be seen again when we are gone from this world. The sense of…

Read More
Dec 15
0

Lessons and Insight into Dallas Police & Fire Pension Debacle

By Rob Schulz | Financial Industry Regulation, Investing, Leadership, Other, Retirement/401(k)

For the last week, our local news in the DFW area has been all abuzz about problems within the DPFP (Dallas Police & Fire Pension). A great MarketWatch article came…

Read More
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…

Read More
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…

Read More
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…

Read More
1 2 3 Next

Order Rob's
New Book Today

Things Financial_3D-3

BLOG CATEGORIES

  • Administrative
  • All
  • Bucket Talk by Austin Smith
  • Wealth management
  • Business Owners
  • Podcast
  • Health
  • Insurance
  • Video
  • Kids & Money
  • Leadership
  • Security
  • Financial Industry Regulation
  • Retirement/401(k)
  • Budgeting
  • Investing
  • Financial Planning
  • Other
  • You work too hard to settle for good enough.

    Click below to learn the better way.

    Book an appointment
    schulz-wealth-tree
    Schulz Wealth
    (817) 405-4014

    1752 Broad Park Circle North, Ste 110
    Mansfield, Texas 76063

    Quick Links

    • About Us
    • Our Services
    • My Account
    • Regulatory Docs
    • P&L Podcast
    • Blog
    • Contact Us

    Quick Contact

      © 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.

      • About Us
        • Meet the Team
        • In The Community
        • FAQs
      • Services
      • My Account
        • Blueleaf
        • Betterment
      • P&L Podcast
      • Blog
      • Contact Us