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(96)

How We Make Long-term Decisions in This Economy with Austin Smith

How We Make Long-term Decisions in This Economy with Austin Smith

The current state of the economy is not exactly bullish. Disruptions left and right, scandals in the crypto industry, and inflation and interest rate hikes are all over the news. It's tough to make a ...

19 Des 202237min

Office Culture and Real Estate Advice with David Walters

Office Culture and Real Estate Advice with David Walters

David Walters is the Senior Vice President of CBRE Fort Worth, a leader in commercial real estate services and investment with over 105,000 professionals in over 100 countries. He has over 22 years of...

6 Des 202248min

Retirement Planning at 55 and Up with Marcia Mantell

Retirement Planning at 55 and Up with Marcia Mantell

Marcia Mantell is a retirement business guru who helps clients navigate the confusing and increasingly complicated path of retirement planning. She primarily focuses on Social Security and Medicare, l...

14 Nov 202257min

Starting from Less than Zero with the Loftons

Starting from Less than Zero with the Loftons

Chris and Stephanie Lofton are the people behind Edens Touch Diversified, a landscaping company that serves municipal and commercial entities in the Dallas, Fort Worth area. The company provides compl...

2 Nov 202239min

Taking Risks and Being Accountable for Your Family Business with Jordan Jayson

Taking Risks and Being Accountable for Your Family Business with Jordan Jayson

Jordan Jayson is the CEO and Chairman of US Energy Development Corporation, a private oil and gas firm founded in 1980 that provides direct energy investments. As the head of the company, Jordan is in...

18 Okt 20221h 2min

Making a Charitable Impact for Your Exit Strategy with Stan Ninemire and Amanda Lewis

Making a Charitable Impact for Your Exit Strategy with Stan Ninemire and Amanda Lewis

Amanda Lewis and Stan Ninemire are part of the North Texas Community Foundation, a non-profit organization that helps donors support causes that matter to them through tax-efficient strategies. Amanda...

4 Okt 202233min

Getting the Right Insurance for Retirement and Security with Jon Thurmond

Getting the Right Insurance for Retirement and Security with Jon Thurmond

Jon Thurmond is a managing partner at Axis Financial, a financial services company that helps customers get insured and plan for medical emergencies, retirement, and wealth transfer. Before becoming a...

20 Sep 202253min

Identifying Your Business' Market Value with Pam Vincent

Identifying Your Business' Market Value with Pam Vincent

Pam Vincent is the President of Transworld Business Advisors, a company that helps clients buy or sell businesses. She has over 30 years of experience in marketing, sales, and retail, with 18 years sp...

6 Sep 202243min

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