P&L: Priorities & Lifestyle

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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Jaksot(96)

Differentiating Your Business with a Powerful Narrative (with Ron Brissette)

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 too...

6 Elo 202546min

How We're Navigating 2025's Market Volatility (with Austin Smith)

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 cond...

3 Heinä 202542min

The Importance of Integrity in Achieving Success (with Vince Poscente)

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 Elep...

11 Kesä 202551min

Understanding Your Business's True Value (with Patrick Lange)

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, Pat...

28 Touko 202549min

Preparing For Life After Your Business (with Matt Michel)

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 ...

14 Touko 202558min

Estate Planning As An Entrepreneur (with Tammy Silvas)

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 ...

23 Huhti 202549min

Protecting Your Family From Cyber Threats (with Bill Roth)

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...

9 Huhti 20251h 8min

The Story Behind "I Just Got Hit" (with David Godsey)

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, wh...

10 Maalis 202546min

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