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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Episoder(97)

Making The Most Out of Your God-Given Opportunities with Odes Mitchell

Making The Most Out of Your God-Given Opportunities with Odes Mitchell

Odes Mitchell is the CEO of GM Pharmaceuticals, a family-owned and operated pharmaceutical company based in Arlington, Texas. Established in 1991, the company has produced over-the-counter and prescri...

20 Sep 202131min

Navigating The Post-Pandemic Mortgage Industry with Shawn Broussard

Navigating The Post-Pandemic Mortgage Industry with Shawn Broussard

Shawn Broussard is the CEO of Service First Mortgage, a full-service mortgage lending company established in 1997 to serve clients in Texas and Arizona. The Service First Mortgage team prides itself o...

6 Sep 202134min

The Stages of Entrepreneurship with James Sellers

The Stages of Entrepreneurship with James Sellers

James Sellers is the Founder and CEO of the Sellmark Corporation, a company dedicated to building "Brands That Sell" in the shooting and outdoor industry by developing, acquiring, manufacturing, marke...

23 Aug 202150min

Investing in an Opportunity Zone with Brandon Jones

Investing in an Opportunity Zone with Brandon Jones

Brandon Jones is a shareholder at Winstead PC, a national corporate law firm with offices in North Carolina, New York, and Texas. Their 300+ attorneys serve as legal advisors to clients in various ind...

9 Aug 202135min

Taking Time to Disconnect with Lisa Harrington

Taking Time to Disconnect with Lisa Harrington

Lisa Harrington is a Vistage Chair, Brand Strategist, and Strategy Coach. She is the Founder & CEO of Abiding Strategy, a leadership coaching business. She specializes in strategy coaching, culture sh...

19 Jul 202142min

Transitioning The Family Business During A Crisis with Jeff Craig

Transitioning The Family Business During A Crisis with Jeff Craig

Jeff Craig is the former President of Blaylock Gasket & Packing, a third-generation industrial gasket manufacturing company founded in 1983. They produce products like gaskets, extrusions, pads, and m...

5 Jul 202140min

From Franchisee to Starting a Business During Retirement with Dan Phillips

From Franchisee to Starting a Business During Retirement with Dan Phillips

Dan Phillips is the Owner and Head Accountant at SIMDA Services Corporation, a family-run accounting and bookkeeping company dedicated to serving clients who want their small businesses to thrive in a...

21 Jun 202130min

Business Exit Strategy: Hiring an Investment Banker with Brad Purifoy

Business Exit Strategy: Hiring an Investment Banker with Brad Purifoy

Brad Purifoy is an Investment Banking Professional at Corporate Finance Associates Worldwide. He has over 30 years of executive experience in the industry, including Fortune 500 corporate finance and ...

8 Jun 20211h 2min

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