P&L: Priorities & Lifestyle
P&L (Priorities and Lifestyle) Podcast with Rob Schulz is a show for business owners. Join us as host and financial planner Rob Schulz connects with business owners and experts to talk about business building, life, money — and the all-important transition out of the business, which is a challenge and an opportunity for everyone who steps on this path. See our disclosures here - https://www.schulzwealth.com/
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Summiting Mount Kilimanjaro: The Motivation for a Life-Changing Goal (with John Donelley)
11/05/2025
Summiting Mount Kilimanjaro: The Motivation for a Life-Changing Goal (with John Donelley)
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 transform your life and career. Connect with John at "If you get really clear on the vision, everything falls in place." - John Donelley This week on Priorities & Lifestyle: How to Set and Achieve Transformative Goals Using "Visionary Goal Setting" for Personal Growth Creating a "Class Act Council" or Personal Board of Directors Why Authenticity and Listening are Keys to Success Embracing Catalytic Experiences to Transform Your Habits Our Favorite Quotes: "It's good to know that somebody's in charge. When we face challenges, it's okay to stand up and tell people how it needs to go. People feel safe when that happens." - John Donelley "A misogi is doing a year-defining event.There's a 50/50 chance you'll fail at it. Whatever this thing is." - John Donelley "My philosophy is say yes until you have to say no. And that just means always listen and consider things because you never know what door might open." - John Donelley 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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The Future of Offshoring: Balancing Global Impact, AI, and Profitability (with Sean Hammerle)
10/08/2025
The Future of Offshoring: Balancing Global Impact, AI, and Profitability (with Sean Hammerle)
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 forward-thinking conversation on how we can integrate AI without replacing people. Learn more at "The point is, AI is going to help us increase that production. Both us and the client are going to succeed." - Sean Hammerle This week on Priorities & Lifestyle: Navigating the Complexities of Offshoring in Regulated Industries Integrating AI to Boost Productivity Without Replacing People Balancing Profitability and Cash Flow in a High-Growth Company The Positive Social and Economic Impact of a Global Workforce How to Stick to a "People-First" Mission During Rapid Growth Our Favorite Quotes: "Balancing your profitability with everything that you got going on your cash flow. It's just a constant entrepreneurial problem." - Sean Hammerle "I'm not giving you an AI assistant so that you can do less work. I'm giving you an assistant so that you can be more productive and be able to make more money for you and for me." - Rob Schulz "For every one of us, every Kenyan that we hire, statistics show that we're really helping 8 to 12. Like that one person is really supporting a family of 8 to 12." - Sean Hammerle 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Navigating a Family Business Buyout (with Travis Springer)
09/10/2025
Navigating a Family Business Buyout (with Travis Springer)
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 ever-present demands of cybersecurity and business continuity. Tune in this week on P&L for a masterclass on navigating a family business buyout. Contact Travis at tspringer@sagiss.com "I think there's just a tendency to say, 'I want my kids to have the best. I've built this business...and if they can just keep doing that and growing it, that's going to set them up for success.'" - Travis Springer This week on Priorities & Lifestyle: Structuring a Tax-Efficient Family Business Buyout The Financial and Personal Complexities of a Succession Plan From Son to President: Stepping into a Leadership Role Navigating Personal Guarantees and Equity in a Buyout Deal The Daily Struggles and Rewards of Running a Family Business Our Favorite Quotes: "It was very clean from that standpoint of, 'This is what it's worth today. You're going to transition out... Any future growth and the headaches that go with that, you know, you're not at the table anymore.'" - Travis Springer "Building up that leadership team so that they can sustain something...is very, very crucial." - Rob Schulz "I've learned to seek out opportunities for projects that have a defined start and finish because it just feels good to be like, okay, that's done." - Travis Springer 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Differentiating Your Business with a Powerful Narrative (with Ron Brissette)
08/06/2025
Differentiating Your Business with a Powerful Narrative (with Ron Brissette)
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 can set you apart from competitors and foster meaningful connections. Tune in this week on P&L to learn how storytelling can transform your marketing strategy. Learn more at “Storytelling is really taking an accurate part about who you are and making it accessible to other people." - Ron Brissette This week on Priorities & Lifestyle: The Strategic Power of Storytelling in Business How to Discover and Communicate Your Company's "Why" Avoiding "Binder Projects": Turning Ideas Into Action Using Your Point of View to Build Trust and Credibility Aligning Social Media Strategies with Your Target Audience Our Favorite Quotes: "You want your company to have a point of view and you want your customers to know, this is who I'm working with, this is their point of view on things, this is their approach. And that builds trust and that builds confidence when you have that." - Ron Brissette "I would really encourage everybody out there to tell as many stories as you possibly can." - Rob Schulz "I'm always like, guys, let's just not make this a binder project where we just wind up with a beautiful binder that is useless." - Ron Brissette 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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How We're Navigating 2025's Market Volatility (with Austin Smith)
07/03/2025
How We're Navigating 2025's Market Volatility (with Austin Smith)
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 volatility. Learn more at "It's hard to make strategic decisions, purchasing decisions, any decisions at all when stuff can flip flop so quickly." - Austin Smith This week on Priorities Lifestyle: Financial Planning Strategies In Volatile Markets How We Tailor Investment Strategies For The Client’s Goals What Do Retirement Portfolios Look Like In Today’s Market Strategically Allocating Assets For Risk Management The Importance Of Being Adaptable Our Favorite Quotes: "When you talk about really any big company, you could probably go back and find the time in that company's history where it was down 30, 40, 50%." - Austin Smith "We're certainly not a set it and forget it shop by any stretch. We're not trying to predict the future, but we certainly are always trying to understand why things are how they are." - Rob Schulz
“Ultimately managing that after tax investment return is the most important piece." - Austin Smith 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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The Importance of Integrity in Achieving Success (with Vince Poscente)
06/11/2025
The Importance of Integrity in Achieving Success (with Vince Poscente)
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! Contact Vince at info@vinceposcente.com "Winning is a journey of integrity. Am I aligned with who I am, what I believe in? That's winning. " - Vince Poscente This week on Priorities Lifestyle: Why You Should Get Your Valuation Before You Think About Selling Navigating Emotional Transitions in M&A Deals Understanding Your Business’s True Value Embracing New Beginnings After Selling Your Business What Your Business Looks Like Post-Sale Our Favorite Quotes: "When fear is high and confidence is low, you underperform, and then your results are compromised." - Vince Poscente
"Calm seas, an able sailor never did they make." - Rob Schulz
"What got you here isn't necessarily going to get you there." - Vince Poscente 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Understanding Your Business’s True Value (with Patrick Lange)
05/28/2025
Understanding Your Business’s True Value (with Patrick Lange)
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 children. Tune in this week on P&L to learn your business’s true value. Contact Patrick at (850) 669-2498 "You should get paid today for what you've built, what you've built in the past. When you sell, you should get paid for future performance." - Patrick Lange This week on Priorities Lifestyle: Why You Should Get Your Valuation Before You Think About Selling Navigating Emotional Transitions in M&A Deals Understanding Your Business’s True Value Embracing New Beginnings After Selling Your Business What Your Business Looks Like Post-Sale Our Favorite Quotes: “I consistently preach that if you own a company, you should get a valuation done and know what your business is really worth." - Patrick Lange “You know, we are human beings and the emotional part of it is absolutely real." - Rob Schulz “Some people who have a business that's worth a million dollars, they’ll say, if I can get above $150,000, I take it. I have others with a business that's worth a million dollars, and they tell me they're not going to leave for less than 10 million." - Patrick Lange 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Preparing For Life After Your Business (with Matt Michel)
05/14/2025
Preparing For Life After Your Business (with Matt Michel)
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 generations. Tune in this week on P&L to learn how to prepare for life after your business. Contact Matt Michel at "It's the biggest transaction of your life, right? This is not a DIY project." - Matt Michel This week on Priorities Lifestyle: How selling a business can result in a loss of identity and purpose Preparing for the day after selling a business Instilling a cultural approach to wealth management within your family Why storytelling is so significant when passing down family legacies Matt’s upcoming book and what led to its creation Our Favorite Quotes: "Culture is everything. Strategy has to be executed to work. Culture is self-executing." - Matt Michel "Man, could my children and grandchildren learn a lot from some of the mistakes I've made, right?" - Rob Schulz “Most people own a job, not a business. It does not become a business until you can leave it for a month and it still operates without you." - Matt Michel 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Estate Planning As An Entrepreneur (with Tammy Silvas)
04/23/2025
Estate Planning As An Entrepreneur (with Tammy Silvas)
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 P&L to learn about estate planning as an entrepreneur. Contact Tammy Silvas through “Communication is key and we need to have regular communication. Don't just do a plan and set it aside." - Tammy Silvas This week on Priorities Lifestyle: Why business estate planning is so unique Regular updates are crucial in estate planning The importance of business continuity Why so many entrepreneurs keep things close to the vest The use of revocable trusts to protect your business Navigating financial transitions with attorneys Our Favorite Quotes: "Your life's going to go through ups and downs and it's going to take your business with you because it’s all personal.” - Tammy Silvas “Making sure that you've got some leadership that can continue the business is an ongoing concern, so it doesn't turn into a fire sale.” - Rob Schulz "I think most of the infighting comes when people are surprised." - Tammy Silvas 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Protecting Your Family From Cyber Threats (with Bill Roth)
04/09/2025
Protecting Your Family From Cyber Threats (with Bill Roth)
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 aren’t hijacked. Tune in this week on P&L to learn how to protect your family from cyber threats. Contact Bill Roth through his LinkedIn profile: https://www.linkedin.com/in/bill-roth/ “There's so many more sophisticated attacks now happening that look real, that feel real, and that's why this is so important." - Bill Roth This week on Priorities Lifestyle: Why cyber threats continue to grow What Bill sees as the future of these threats Stop oversharing personal information online The role of AI in cybersecurity Protecting you and your family’s identities Proactive, practical cybersecurity measures Our Favorite Quotes: "If there's one sort of tidbit I'd leave each listener with, it’s to challenge yourself on how to reinvent what you're doing." - Bill Roth “I guess one of the main things that we have to come to grips with is we have to understand that there are people that want to do us harm.” - Rob Schulz "If you can turn a hard thing into a game, you can make it much more tenable." - Bill Roth 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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The Story Behind "I Just Got Hit" (with David Godsey)
03/10/2025
The Story Behind "I Just Got Hit" (with David Godsey)
David Godsey is a co-founder behind Godsey & Martin, P.C., marketed as “I Just Got Hit”. He’s a good friend of mine, and I wanted to have him join the show to share how he found the law profession, what led him to come up with such a unique marketing angle, and how the immediate success they had required them to scale operations quickly. David and I also talked more broadly about the role of trial lawyers in our country and economy, and how his law practice will need to change to adapt in the near future. Tune in this week on P&L to learn the story behind “I Just Got Hit”! Contact David at david@ijustgothit.com "You got to be delusional in order to be successful. You got to believe something nobody else believes." - David Godsey This week on Priorities Lifestyle: Uniquely marketing a law firm Scaling operations, fast The role of trial lawyers in our country Finding the legal profession How this type of law practice will change in the near future Our Favorite Quotes: "People let you down. But processes never let you down, right?" - David Godsey “So we have business owners who own trucks and stuff out on the roads. Some of them are sitting there going, why did Rob have Dave on? He's like the enemy. I want to talk about that.” - Rob Schulz "I think trial lawyers make the world safer. I think the cars that we drive are as safe as they are because of trial lawyers." - David Godsey 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Implement EOS, Accelerate Your Growth (with Gary Leeman)
02/26/2025
Implement EOS, Accelerate Your Growth (with Gary Leeman)
Gary Leeman implements EOS, Entrepreneurial Operating System, in growing and scaling businesses to help them accelerate that expansion. He joined me on this episode of P&L to share what he sees in these businesses, why EOS is right for them, and when he knows a business is in the right spot to take off. We also discussed the downstream effects of implementing EOs, which include retention and acquisition of talent. The top people want to work at well-organized companies, and Gary helps companies get organized. Tune in this week on P&L to learn about implementing EOS in growing businesses! Contact Gary at https://www.eosworldwide.com/gary-leeman "A players want to work with A players, top talent wants to work with well-run companies. They don't want to join a chaotic, questionable culture, inefficiently run company because their long-term success is tied to the success of who they join." - Gary Leeman
This week on Priorities Lifestyle: Why EOS can be so important during growth Cultivating a good organizational culture Using EOS to attract top talent Scaling a business successfully How Gary implements EOS for his clients Our Favorite Quotes: "When everything's important, nothing's important." - Gary Leeman
“EOS is great. It has all these different components to it, it's almost like individual lessons.” - Rob Schulz "If you're not ruffling feathers, you're not making change." - Gary Leeman 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Better Cars Lead To Better Lives (with Michelle Corson)
02/12/2025
Better Cars Lead To Better Lives (with Michelle Corson)
Michelle Corson, CEO of On The Road Companies, joined me this week to share how she started a company that empowers disadvantaged people with better transportation options. Since then, her companies have expanded greatly, and she joins me to talk about the social and financial goals behind what she does. We talk about the way that credit and loans have evolved over the last century, including the pervasiveness of predatory loans, and how that affects the affordability of transportation and housing. Michelle and I also discuss what it means to be a financially-sustainable social solution and why that’s important. Tune in this week on P&L to learn about a company helping get people in cars! Contact Michelle at mcorson@ontheroadcompanies.com "The banks can't do anything to help these people. And a lot of people aren't going to do anything because they're making so much money off of it." - Michelle Corson This week on Priorities Lifestyle: The way that debt and credit has evolved over the years Empowering disadvantaged people The challenge of affordable housing Financially sustainable social solutions Character-based lending, returning to how loans used to be Our Favorite Quotes: "I'm going to give up a little bit of the profit that I could have taken to try to make life better for people and I still get a return on my money and the risk is very low." - Michelle Corson "If half of your income is used for housing, you're done." - Rob Schulz “You have to be able to stretch yourself out of your comfort zone." - Colleen Keyworth 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Leading As A Woman In A Male-Dominated Industry (with Colleen Keyworth)
01/29/2025
Leading As A Woman In A Male-Dominated Industry (with Colleen Keyworth)
Colleen Keyworth, Director of Sales & Marketing for Online Access, joined the show this week to share her perspective on the HVAC industry, what it’s like to lead as a woman in a male-dominated industry, and focusing on long-term growth with her marketing clients. As the director of sales for a marketing company for HVAC contractors, Colleen has a unique view of the industry and what makes the trades so different from other industries in terms of marketing. We also discussed navigating growth in the market and how she always focuses on long-term retention instead of short-term gains. Colleen also shared the importance of networking with others in her industry and how that’s helped her business and career. Tune in this week on P&L to learn about leading as a woman in a male-dominated industry! Contact Colleen at “Being a leader is something I fell into that has become a passion over the last decade." - Colleen Keyworth This week on Priorities Lifestyle: Finding others in your industry to network and grow with How the HVAC and air-conditioning industry has evolved Becoming a woman leader in a male-dominated industry Navigating growth in your industry Focusing on long-term retention over short-term wins Our Favorite Quotes: “People don't talk about air conditioning until it's broken. It's very much an undertaker industry, but it's a very necessary industry." - Colleen Keyworth "Being a part of a group within an industry, and being able to share resources, ideas, etc. is so crucial to your success." - Rob Schulz “You have to be able to stretch yourself out of your comfort zone." - Colleen Keyworth 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Making Your Business More Sustainable (with Mark Bischoff)
01/15/2025
Making Your Business More Sustainable (with Mark Bischoff)
In a constantly changing industry, how do you stay afloat in the longterm? Mark Bischoff, President/CEO of Starnet Worldwide Commercial Flooring Partnership, joined me to share his thoughts. We discussed why it’s so crucial to have a diversified client base, intentionally networking and building a community, and why a “team selling” strategy is more sustainable in the longterm. Mark also shares his thoughts on how to deal with industry and market trends that can disrupt your business. Tune in this week on P&L to learn about building a sustainable business! Contact Mark at “It can't be just one client you're chasing or one contact; you have to be consistently adjusting your approach in order to defend your business and protect your future." - Mark Bischoff This week on Priorities Lifestyle: Focusing on long-term growth as a founder-owner Networking strategies to make your business more sustainable The benefits of a “team selling” approach Diversifying your client base Overcoming industry and market trends Our Favorite Quotes: “The biggest challenge we have in business is to take negative behavior and make it positive." - Mark Bischoff "I've heard business owners talk about feeling like they're marooned on an island all by themselves trying to figure this stuff out. I can't tell you how many times they've gotten to the other side of that and said, ‘Man, this would have been so much easier if I just had somebody else on the island with me.’" - Rob Schulz “Bulletproof brands aren't as bulletproof as they used to be. Even if your systems are excellent, if you're depending on key contacts or key clients to remain in place, you know those folks change in a modern environment." - Mark Bischoff 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Recruiting In The Trades (with John Sherk)
01/01/2025
Recruiting In The Trades (with John Sherk)
We’re kicking off 2025 with a relevant topic in today’s economy: recruiting in the trades, and how we overcome skilled labor shortages. John Sherk, owner of Operations Laboratory, joined me to share his perspective on the right ways to recruit and scout new talent, why companies should avoid attracting talent solely off wages, and how the recent market shifts have affected the industry. We also talked about the massive shift that’s happened in these industries in the last 5-10 years, and what John thinks the future holds as we head into this new year. Tune in this week on P&L to learn about recruiting in the trades! Contact John at "Recruiting in the trades is like two guys running away from a bear. You don't have to outrun the bear, but you do have to outrun the other guy." - John Sherk This week on Priorities Lifestyle: Understanding the human side of recruiting How recruiting has changed in the last 5-10 years COVID’s impact on the trades The right approach to succession planning Building a culture that people want to be a part of How we overcome skilled labor shortages Our Favorite Quotes: "If you're recruiting someone today, you're not recruiting them off a couch." - John Sherk "All anybody really wants is for you to tell it to them straight." - Rob Schulz "If you're going to get strategic about your recruiting, the first thing you have to do is decide whether you're going to go for talent with culture and strategy, or with wage wars." - John Sherk 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Proper Business Etiquette In The Modern Workplace (with Robin Marriott)
12/04/2024
Proper Business Etiquette In The Modern Workplace (with Robin Marriott)
This week’s episode of P&L is a bit unique but still very relevant to anybody in business: I invited Robin Marriott, founder of Manners Mean Money, to share with me why manners and etiquette are still so important in business. As business dress codes have been less strictly enforced and the younger generations enter the workforce, proper manners may seem to be something that we used to do in business. But, even though social norms have changed, there will always be a place for courtesy and respect. Robin shared with me some practical tips to keep in mind when meeting with clients, how things have changed since she started her business, and how COVID has impacted social etiquette. Tune in this week on P&L to learn how proper etiquette can win you real business! Contact Robin at "If you don't make a great first impression in the first few seconds, statistics say you have to do 10 positive things in the next two minutes to make up for it." - Robin Marriott This week on Priorities Lifestyle: The importance of manners in the modern workplace How both social and business manners have changed over time COVID’s impact on social etiquette How proper etiquette leads to real business Building professional relationships through respect Our Favorite Quotes: "You never know who the decision maker is going to be, and you shouldn’t assume. It may be a male or a female." - Robin Marriott "We all have to give each other some grace sometimes." - Rob Schulz "In business, you have to time block your day. You have to be very organized." - Robin Marriott 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Adapting To Change In Real Estate Development (with Kim McCaslin)
11/20/2024
Adapting To Change In Real Estate Development (with Kim McCaslin)
If there’s one certainty in real estate, it’s that it never stays the same. Kim McCaslin, VP at M.R. Development, joined me this week to talk about her 30 year career in real estate development. We discussed how she got into it, what it’s like to run a generational real estate business, and how she quickly became a “deal junkie”. We also talked about some of the major industry shifts that have happened in her career, and how zoning laws have played a huge part in real estate development. Finally, Kim and I discussed why real estate development is such a good investment opportunity. Join us this week to learn all about the real estate development industry! Contact Kim at "I think, in the current market, a big mental shift for everybody is required." - Kim McCaslin This week on Priorities Lifestyle: Generational real estate business Adapting to changes in real estate The inherent risks/rewards in the industry How commercial/residential zoning has changed the industry over time Diversification through real estate investing Our Favorite Quotes: "Every deal is a risk. Every single one. You're risking a lot every single time. But, you know, high risk, high reward. I'm a little bit of a deal junkie. I really do love the chase of it all." - Kim McCaslin "I think a lot of times we don't recognize these milestones in life; it's like, hey, I can do this now, you know? So then just go do it." - Rob Schulz "I just don't understand why we just can't be open to new ideas, we just can't. We all have to say the exact same thing." - Kim McCaslin 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Thriving In An Ever-Evolving Industry (with Brian O'Neil)
11/06/2024
Thriving In An Ever-Evolving Industry (with Brian O'Neil)
Brian O’Neil is the CEO of Industrial Power LLC, a business his father founded and he successfully runs today. Brian and I talked about the differences between selling vehicles to consumers and businesses, what he learned from the Air Force that still impacts the way he does business today, finding his way to this industry, and taking over his father’s business. He also has to deal with challenges unique to his industry, like changing technologies and managing inventory, and we dive into the strategies he’s implemented that have worked in the past few years and during COVID. Join us this week to learn how to thrive in an evolving industry! Contact Brian at "It's much easier to grow through acquisition. Where there's a team that's already built, there's a customer base in place, there's a facility that is ready to go." - Brian O'Neil This week on Priorities Lifestyle: Focusing on long-term success Embracing changing technologies Taking over the family business successfully The difference between consumer and business dealerships Thriving in an evolving industry Our Favorite Quotes: "It's the people. So having an exceptional team that can deliver exceptional service is how we're going to punch our ticket." - Brian O'Neil "A successful transition from a generational standpoint can take a lot of time." - Rob Schulz "We embrace the discomfort, we embrace the change. We are really built to turn on a dime with our team, take advantage of opportunities. Instead of fearing being uncomfortable, we embrace it." - Brian O'Neil 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Running A Research-Based Business (with Peter Bendor-Samuel)
10/23/2024
Running A Research-Based Business (with Peter Bendor-Samuel)
Peter Bendor-Samuel, CEO of Everest Group, joined me this week to talk about his journey to North Texas and how that impacts his current business, what it’s like running a research company, and how he’s scaled his business. We discussed what makes research-based companies so unique and why Peter needed to recognize his own limitations to be able to scale properly, including hiring people who are smarter than him. We also discussed entrepreneurship and why it’s crucial that you only start a company if it’s “burning to get out”. Join us this week on P&L to learn about Peter’s journey with Everest Group! Contact Peter at “My advice to people is don't start a business unless it's burning to get out. But if it is, then you should go do it." - Peter Bendor-Samuel This week on Priorities Lifestyle: Growing up in Brazil, the UK, and North Texas Transitioning To A Research-Based Business The Importance Of Hiring Smart People Scaling A Company, And Realizing Your Own Limitations Organizational Adaptation Our Favorite Quotes: "Our form of research is to tell you what you need to know and help you explain it." - Peter Bendor-Samuel "It's about finding a way to develop something that never existed before." - Rob Schulz "You see your ideas working, or at least being shaped…I think there's a lot of satisfaction in all of those things." - Peter Bendor-Samuel 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Scaling A Franchisee Business (with John Schissler)
10/09/2024
Scaling A Franchisee Business (with John Schissler)
John Schissler, owner/CEO of J&M Hospitality, through which he operates several franchises of Chicken Salad Chick, joined me this week to cover a type of business I’ve barely talked about in the past 70 episodes: franchisee businesses. John shared how he got involved in the venture in the first place, what makes franchisee businesses so unique from traditional businesses, and the benefits and disadvantages of working under a main corporation. We also talked about the importance of investing in the properties that his franchises sit on and how he sees his business evolving in the coming years. Join us this week on P&L to learn all about franchising! Contact John at www.jmhosp.com "The franchise model, to have that in place where you're not on an island, you got 50 other owners and a whole corporate team dedicated to your success…it helps." - John Schissler This week on Priorities Lifestyle: Why Working In A Franchise Is So Different Than Traditional Entrepreneurship Buying Property While Managing A Franchise How To Scale A Franchise Business The Limitations Of Operating Within A Franchise The Future Of Franchising Our Favorite Quotes: "If I had known then what I know now, I wouldn't have even started." - John Schissler "I think it's true that entrepreneurs, for the most part, just don't truly recognize the risk that they're taking." - Rob Schulz "People love to be the one to discover a brand." - John Schissler 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Finding Purpose As Entrepreneurs (with Jess Stewart)
09/25/2024
Finding Purpose As Entrepreneurs (with Jess Stewart)
Jess Stewart, founder/CEO of Jess Stewart LLC, joined me this week to share some of the lessons that she teaches entrepreneurs. Jess grew up with a military father that instilled in her drive and that giving up was never an option, and she took that attitude and used it to build a successful medical billing company. Now, Jess uses all the lessons that she’s learned in her career to help entrepreneurs, including what their mindset needs to be and how to build companies the right way. Join us this week on P&L to learn how to find purpose as an entrepreneur! Contact Jess at jess@jess-stewart.com "When you are a true serial visionary, you need to embrace it. Admit it to yourself. Call yourself a workaholic, whatever you want to call it, call it your identity." - Jess Stewart This week on Priorities Lifestyle: Building A Successful Medical Billing Company The “Entrepreneurial” Mindset How To Build Business The Right Way Finding Purpose After Leaving Business The Importance Of Operational Leadership Our Favorite Quotes: “Look at the divorce rates of serial visionaries and entrepreneurs, it's incredibly high. I consider myself so blessed to have married the man that I married. But It wasn't without work, it wasn't without commitment. We were both in this, and both committed to each other to make sure that this happened." - Jess Stewart "No amount of money in the world can take or take the place of your health." - Rob Schulz "I love to make money, and I think money is like a four letter word in our world today, and it's just not, especially coming from a woman." - Jess Stewart 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Communicating Effectively In Sales Conversations (with Tiffany Koettel)
09/11/2024
Communicating Effectively In Sales Conversations (with Tiffany Koettel)
This week, we dive into the sales world with special guest Tiffany Koettel. Tiffany is the president of Growth Mindset Sales and has 25 years of sales and sales leadership experience. We discuss the right and wrong ways to approach sales as a newcomer, the importance of having the right mindset, and why it’s so important to treat others as they’d like to be treated. Tiffany also shared some interesting tips on non-verbal communication techniques, like “matching” and “mirroring”. We also talked about what it means to have a sales approach and qualify your prospects, just like they qualify you. Join us this week on P&L to learn all about how to sell! Contact Tiffany at Tiffany.Koettel@sandler.com "What propels you to succeed in sales can actually inhibit you from success in a leadership role." - Tiffany Koettel This week on Priorities Lifestyle: Treating Prospects How They Like To Be Treated How To Mutually Qualify During A Sales Conversation What Are “Mirroring” and “Matching”? Planning A Strategic Sales Approach Mastering Non-Verbal Communication Our Favorite Quotes: “Sell like you don't need the business, right?" - Tiffany Koettel
"You need to be able to say no, but with grace, you know, and with respect." - Rob Schulz
"It's the platinum rule: treat others how they want to be treated." - Tiffany Koettel 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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The Difference Between Management and Leadership (with Lisa Harrington)
08/28/2024
The Difference Between Management and Leadership (with Lisa Harrington)
Lisa 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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How To Prepare Your Business To Be Sold (with Steve Conwell)
08/14/2024
How To Prepare Your Business To Be Sold (with Steve Conwell)
Steve Conwell, Founder/CEO of Final Ascent, joined me this week for a conversation all about optimizing your business’s exit strategy. Steve actually went through a business sale himself years ago and realized that their strategy wasn’t the best and, had he known what he does now, the sale would’ve gone so much smoother. So, Steve founded Final Ascent, where he now works with business owners years ahead of selling their businesses to make sure they’ve got all their ducks in a row when it comes to sellability. Steve actually recommends starting to prepare to sell your business at least 3 years ahead of the sale, and he walks me through his entire process and some key things to watch out for if you’re a business owner who wants to streamline your company. Join us this week on P&L to learn what it takes to prepare your business to be sold! Contact Steve at sconwell@finalascent.com "Time kills deals." - Steve Conwell This week on Priorities Lifestyle: Maximizing Mid-Market Business Values Preparing For Sales YEARS In Advance How Quality Of Earnings Reports Work The Importance Of Planning Ahead In Business The Difference Between Selling Small And Mid-Sized Businesses Knowing When To Sell Your Business Our Favorite Quotes: "We’ve just got to help them, right, so they can achieve the American dream." - Steve Conwell “The reality is, if you get your business to have a good value for somebody else, guess who else is probably valuable to: you, right? I mean, you're just doing the stuff that makes it a better business all the way around.” - Rob Schulz “What can kill the value of a business is that the buyers look at it and go, ‘well, without you, there isn't much of a business.’" - Steve Conwell 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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The Challenges Of Global Manufacturing (with James Sellers)
07/31/2024
The Challenges Of Global Manufacturing (with James Sellers)
James Sellers returns to the show to briefly discuss what’s been going on with his business Sellmark before we dive into the main topic of this week’s episode: the challenges of global manufacturing. James shares why he has to constantly follow geopolitical news and how recent wars have impacted his business, and also shares his perspective on the potential of America leaning into incentivizing domestic production over international. James and I also discussed how he manages business relationships with his international manufacturers and his process for ensuring quality. Join us this week on P&L to learn all about the high-wire balancing act that is global manufacturing! Contact James at communications@sellmark.com "One of the challenges, I think, with international business is it is about relationships, but it's also about process, procedures; you have to have your business practices buttoned up. There's no room for error." - James Sellers This week on Priorities Lifestyle: Going From $500 to $100 million in sales The Complexities Of Global Manufacturing The Pros And Cons Of Producing Domestically The Impact Of Geopolitics On Manufacturing Ensuring Quality In Global Manufacturing Our Favorite Quotes: "When times get tough, you start selling." - James Sellers “So, you know, there's a life cycle of a business. It extends past our life cycles. So therefore, as a life cycle of a business, of a founder, owner, CEO, it becomes very, very crucial that you start developing that leadership that's going to be able to then go on and take it to the next, take it to the next level.” - Rob Schulz "If you are running a business as a family or an individual, and you look at the capital the company is accumulating and you possess that as yours, it changes your thinking. But if you are a CEO hired to run a company and look at those assets, always focusing on the best utilization of those assets, the fact that assets exist, they're worth something, doesn't bother you." - James Sellers 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Negotiating Business Sales - The Right Way (with Pete Benenati)
07/17/2024
Negotiating Business Sales - The Right Way (with Pete Benenati)
Pete Benenati, founder of Benenati Law, brings over 30 years of experience to the current business transaction market. Pete represents both buyers and sellers and has learned over the years the best ways to make sure the deal works out smoothly for their clients, including a huge focus on tax planning throughout the entire process. Pete and I discussed the current business sales environment, how it’s changed over 30 years, and how current tax laws affect sales. We also talked about the best ways for business owners to negotiate their post-sale compensation, including salary, if they choose to continue to work after the sale. Finally, Pete and I covered the current and future estate laws, and the role they play in business selling strategies. If you’re looking to gain some insight on the hugely complicated world of business buying and selling, make sure to tune in to this week’s episode of P&L. Contact Pete at “When you're selling a business, you're focused on that number for the sale of the business. But you don't get into the weeds. I get into the weeds. I've been doing this over 30 years. I still learn to this day that things come up that you don't expect.” - Pete Benenati This week on Priorities Lifestyle: Getting “Into The Weeds” Of Business Sales Maximizing Tax Efficiency When Selling A Business Tax Deferral Strategies To Minimize Penalties Negotiating Salary/Compensation After The Sale The Importance Of “Quality Of Earnings” Our Favorite Quotes: "Only thing you can depend on is the cash you get at close. If that cash is not enough to make you happy, don't do the deal because you don't know if the other deals are going to work out." - Pete Benenati “The magic words in estate planning are ‘start early’. Start early.” - Rob Schulz "Everybody always thinks the prenup is about divorce. It really isn’t in second marriages. It really is about making sure we avoid conflicts with children of each marriage for the surviving spouse.” - Eric Wessinger 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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Taking Over The Family Business (with Eric Wessinger)
07/03/2024
Taking Over The Family Business (with Eric Wessinger)
Eric Wessinger successfully managed a family business transition at Richards Supply over the course of around 10 years. His journey with the company began as a summer job, involving various roles while growing up, before he pursued a different career path for about a decade. Returning to Richards Supply with newfound perspective and experience, Eric now shoulders the responsibility of maintaining the family legacy and ensuring its success. When Eric returned to Richards with the intention of leading it, there was obviously a bit of employee resistance to the idea of the owner’s son taking over. To address this, Eric adopted a humble and honest approach, working with existing employees to make sure that the company’s culture and processes remained. And with two high school-aged children, Eric is pretty open to the possibility of involving them in the third generation of the family business. Contact Eric at “It's not black and white; leadership is not ‘yes’ and ‘no’. It's not ‘on’ and ‘off’. Every person needs different things from you as a leader." - Eric Wessinger This week on Priorities Lifestyle: The Challenges Of Transitioning Business Within The Family Navigating Employee Pushback During A Leadership Transition The Importance Of A Five-to-Ten Year Plan For Transition Why Outside Experience Was Crucial To A Successful Family Business Transition Training The Next Generation To Take Over Surviving As A Supply Company During COVID Our Favorite Quotes: "It wasn't, ‘The owner’s son is coming in, and he's going to teach us all about how it works.’ This was, ‘Hey, the owner’s son is coming to join the company. We're all in this together. This is new for all of us. Let's learn this together.’" - Eric Wessinger “You know, it's two different things. You have ownership, that's one thing, and you have leadership, that's another. I think that we forget that a lot of the time, especially when we're doing transitions within generations. You can move those around and pull the levers differently.” - Rob Schulz "I know of family members that aren't involved in their family business and still want to be involved, still want to kind of have their say even though they have nothing to do with the business. I've been really blessed and lucky that I don't have that situation. I'm fully autonomous to run Richards the way I want, and my family allows me that freedom.” - Eric Wessinger 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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The Genesis Of WeBuyHouses.com (with Jeremy Brandt)
06/05/2024
The Genesis Of WeBuyHouses.com (with Jeremy Brandt)
Jeremy Brandt joined me on the show this week to talk about what it was like to create a household name in WeBuyHouses.com. We talked about what led him to flipping houses in the first place, how he realized that scaling it could work on a national scale, and we also dove into the cyclical nature of the industry. Jeremy’s survived multiple housing industry crashes and shares what strategies he uses in downturns to minimize losses and set himself up for success. Finally, we discussed franchising, why it was the right choice for his business, and what it’s like to run a company with the brand recognition of WeBuyHouses. Contact Jeremy at jeremybrandt.com "I think entrepreneurs, by definition, are very optimistic, and they really just feel success is right around the corner, the next thing's right around the corner. It's a thing that can hurt us, but is also kind of a superpower that lets us push through difficult times and create these successful businesses." - Jeremy Brandt This week on Priorities Lifestyle: Revolutionizing Real Estate: WeBuyHouses.com's Genesis Lead Generation for Real Estate Investors Brandt's Approach to Exclusive Real Estate Territories Why Franchising Made Sense For WeBuyHouses Staying Afloat In A Cyclical Industry How To Survive Industry Downturns Our Favorite Quotes: "I love real estate as a long term wealth building strategy and long term cash flow strategy. I think sometimes people go into it thinking it's going to be passive income and an airbnb is absolutely not passive income for most people." - Jeremy Brandt "I see you being somewhat risk smart in some of these decisions that you make that I applaud you with, because a lot of times we don't see that with entrepreneurs. They'll just chase all those bright, shiny things and not even think about the risk. But you've done just a really good job of developing all your businesses in a way that you're looking and going, yeah, no, I don't think I'm going to do that because I don't totally understand it or it's way off over here, or it's just not what I do." - Rob Schulz "But I only have the capacity to do so many things at a time, and it's much better and much better use of my time to focus on two or three really important, high value things that I can be laser focused on, then kind of pinging all over the map with every great idea that comes along." - Jeremy Brandt 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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The Evolution Of Digital Marketing (with Brad McCormick)
05/22/2024
The Evolution Of Digital Marketing (with Brad McCormick)
Brad McCormick, Principal at 10 Louder, joined Rob in the Schulz Wealth office to discuss all things digital marketing, including answering some common questions business owners have towards marketing. How do you start marketing if you haven’t before, and how much do you spend? How do you track success? And why should you continue to invest in marketing, even if it’s working? As Brad says in the episode, marketing is like the fuel that keeps an airplane in the air, and in the modern world, a business without marketing is gonna have a really tough time taking off. Join us to learn from an expert in the field on the evolution of digital marketing over the last two decades. Contact Brad at "Everyone wants to grow. It's kind of like, every football team wants to win the Super Bowl, but only one or two teams go to the Super Bowl. Only a few brands or companies get to dominate their category. Why? Cause it's really freaking hard." - Brad McCormick This week on Priorities Lifestyle: How To Properly Allocate Time And Money For Marketing The Evolution Of Digital Marketing In The Last Two Decades Data Analytics, And The Importance Of Tracking Your Marketing What Makes An Effective Website How Do You Measure Marketing Success? Different Industries, Different Marketing Strategies Our Favorite Quotes: "A winner is a loser that didn't give up and a successful brand is a non-successful brand that just kept at it, or all you have to do is last." - Brad McCormick "The world is drowning in data, but thirsty for knowledge." - Brad McCormick “The art of redesigning a website is not about HTML and code. It's about who are we as a company. It basically amplifies that.” - Brad McCormick 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 Follow Schulz Wealth on Follow Schulz Wealth on Order Rob’s book, Thoughts on Things Financial, on | | | | 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.
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