The Difference Between Management and Leadership (with Lisa Harrington)
Release Date: 08/28/2024
Summiting Mount Kilimanjaro: The Motivation for a Life-Changing Goal (with John Donelley)
P&L: Priorities & Lifestyle
This week on P&L, I’m joined by John Donelley, a good friend of mine and a high-achieving leader in the mortgage space. This episode dives into the transformative power of visionary goal setting and the importance of embracing massive challenges to spark personal change. John is a wealth of knowledge and shares the full story behind his inspiring ascent of Mount Kilimanjaro, how he lives by a "say yes until you have to say no" philosophy, and why he created a "personal board of directors" to guide his decisions. Tune in this week on P&L to learn how to use ambitious goals to...
info_outline
The Future of Offshoring: Balancing Global Impact, AI, and Profitability (with Sean Hammerle)
P&L: Priorities & Lifestyle
This week on P&L, I’m joined by Sean Hammerle, founder of the international powerhouse OnQ Global. This episode dives into the complex world of offshoring and the future of the global workforce in the age of AI. Sean shares how his company provides life-changing opportunities in countries like Kenya and Panama, arguing for a balanced approach that considers cost, quality, and social impact. We also tackle the big question of AI, discussing how to integrate new technology to boost productivity without sacrificing a people-first mission to elevate others. Tune in this week for a...
info_outline
Navigating a Family Business Buyout (with Travis Springer)
P&L: Priorities & Lifestyle
This week on P&L, I’m joined by Travis Springer, who shares his firsthand experience of becoming president of his family's cybersecurity firm, Sagiss. This episode is a deep dive into the realities of a multi-generational business transition, from the initial conversations with his father to structuring a multi-year buyout of a founding partner. Travis provides a transparent look at the financial and personal complexities involved, offering a practical blueprint for anyone considering a similar path. We also touch on the challenges of leading a modern tech company, including the...
info_outline
Differentiating Your Business with a Powerful Narrative (with Ron Brissette)
P&L: Priorities & Lifestyle
This week on P&L, I’m joined by Ron Brissette, a marketing strategist and founder of Morby Create. This episode dives into the strategic power of storytelling in business and why it’s an essential tool for differentiation, not just a creative exercise. We discuss how to avoid "binder projects" (great ideas that lack execution) and the importance of understanding the "why" behind your company's message to resonate more profoundly with your audience and build lasting trust. Ron is a wealth of knowledge and shares how focusing on your core purpose and communicating it through narrative...
info_outline
How We're Navigating 2025's Market Volatility (with Austin Smith)
P&L: Priorities & Lifestyle
This week on P&L, I’m joined by Austin Smith, a Chief Investment Officer at Schultz Wealth. This episode dives into how we’re adapting our financial planning strategies in today’s volatile market conditions, and what kind of long-term strategies we focus on for those with retirement portfolios. Austin is a wealth of knowledge and shares why, though it’s important to focus on day-to-day market changes, we really need to look at the long-term horizon when risk-managing, depending on the client’s goals. Tune in this week on P&L to learn how we're navigating 2025's market...
info_outline
The Importance of Integrity in Achieving Success (with Vince Poscente)
P&L: Priorities & Lifestyle
Vince Poscente is a New York Times bestselling author, a former Olympian, and a motivational speaker, and he joined me this week to share the core themes and lessons of his books “The Ant And The Elephant” and “The Earthquake”. This episode goes a bit deeper emotionally than we typically go on P&L, but everything Vince shares is centered around the need for your actions to be consistent with your subconscious mind, which leads to better decision-making and success in business. Tune in this week on P&L to learn the importance of integrity in achieving success! ...
info_outline
Understanding Your Business’s True Value (with Patrick Lange)
P&L: Priorities & Lifestyle
All too often, business owners go to sell their business and find that the value wasn’t what they were expecting. Sometimes that’s a positive thing, and it’s often a negative. This week on P&L, Patrick Lange joined me to discuss business valuations, why you need them before you even think about selling a business, and the emotions that are often tied to that number. We talk about what owners need to expect when selling their business, why it’s important to be realistic about what it’s worth, and the transition process that happens when businesses are passed down to...
info_outline
Preparing For Life After Your Business (with Matt Michel)
P&L: Priorities & Lifestyle
Matt Michel joined me this week for a deep dive into the psychology of a business owner when selling their business. We spoke about the differences between owning a “job” and owning a “business”, the importance of culture both within your business and your family, and the careful balance of passing down wealth. Matt shared the ways that selling a business results in a loss of identity, and the ways that business owners can cope with the “loss” that accompanies those sales. He also spoke about his books, and why it’s so important to him to write these stories down for future...
info_outline
Estate Planning As An Entrepreneur (with Tammy Silvas)
P&L: Priorities & Lifestyle
Tammy Silvas, Founding Attorney of Silvas Law, joined me this week to talk about the unique challenges of estate planning for business owners, whether they be solo or in a partnership/corporation. We talked about why estate planning is so crucial, including death, divorce, and disillusionment, and why so many entrepreneurs make the mistake of keeping things too close to the vest. Along the way, Tammy also shares with me some interesting and creative ways to ensure these transitions go smoothly, including the idea of putting the business in a revocable trust. Tune in this week on...
info_outline
Protecting Your Family From Cyber Threats (with Bill Roth)
P&L: Priorities & Lifestyle
Bill Roth, CEO of HardTarget, joined me this week for an informative, but somewhat scary episode of P&L. We talked about the growing world of cyber threats, how these attacks have become significantly more sophisticated over the years, and how they might become much more effective through the use of artificial intelligence. Bill shared some proactive, practical tips that anybody can use to protect their identity, including restricting how much personal information we share on social media, staying vigilant and cautious online, and implementing security measures to make sure our accounts...
info_outlineLisa Harrington, Founder/CEO of Abiding Strategy and former guest of the show, joins me again this week to talk about what it means to be a leader, and how that’s different from just managing a business. We discussed the transition from being an entrepreneur with no or few employees to leading an entire team, how to learn when to delegate, and the importance of being self-aware of your limitations as a leader. Lisa also talked about how she speaks with leaders about taking care of their own mental and physical well-being, and just how much that plays into running a business.
Join us this week on P&L to learn what it takes to be a leader!
Contact Lisa at lisa@abidingstrategy.com
"The day you buy the business or start the business is the day you start planning to sell the business." - Lisa Harrington
This week on Priorities Lifestyle:
-
The Importance Of Being Authentic As A Leader
-
Fostering Strong Connections In An Organization
-
Leading Through Self-Awareness
-
Why Leadership Is So Important To Success
-
Learning How To Delegate
-
Prioritizing Your Well-Being As A Leader
Our Favorite Quotes:
-
"Our brain will hijack us sometimes when we feel a little threatened, and all of a sudden, all of our judgment goes out the window." - Lisa Harrington
-
"The ideas and the creativity that come out of a team of people. you just, it's amazing. It takes your breath away." - Rob Schulz
-
“You probably need to think of the time that you have as a gift." - Lisa Harrington
About Rob Schulz and P&L Priorities & LIfestyle Podcast
The P&L: Priorities & Lifestyle Podcast is a show for business owners. In each episode, host and financial planner Rob Schulz sits down with business owners and the professionals that serve them to talk about business building, life, money — and the all-important transition out of the business, which inevitably happens to everyone who has ever founded a company.
Email Rob at rob.schulz@schulzwealth.com with questions and comments, or to schedule a one-on-one conversation.
Follow Rob on LinkedIn
Follow Schulz Wealth on LinkedIn
Follow Schulz Wealth on Facebook
Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle
Subscribe to the podcast here:
And, if you enjoy the show, please leave a review to help others discover the podcast.
*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.