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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Avsnitt(96)

The Business Exit Rollercoaster: Emotions, Wealth, and Life After the Sale (with Matt Michel & Brandon Jacob)

The Business Exit Rollercoaster: Emotions, Wealth, and Life After the Sale (with Matt Michel & Brandon Jacob)

This week on P&L, I'm joined by Matt Michel, founder of Service Nation, and Brandon Jacob, an M&A advisor at Contractor CFO. Together, they are the co-authors of The Business Exit Rollercoaster. This...

10 Juni 1h 14min

Leaving Corporate Politics for the Recycling Business (with Tim Haugh)

Leaving Corporate Politics for the Recycling Business (with Tim Haugh)

This week on P&L, I'm joined by Tim Haugh, the founder and president of Evergreen Companies. This episode dives into Tim's fascinating leap from a comfortable corporate career into entrepreneurship - ...

6 Maj 45min

P&L Episode 93: Navigating Health Insurance Before (And After) 65 - with Jon Thurmond

P&L Episode 93: Navigating Health Insurance Before (And After) 65 - with Jon Thurmond

This week on P&L, I'm joined by Jon Thurmond, a life and health insurance specialist at Axis Financial and a longtime partner in our planning process. This episode dives into why your health is actual...

8 Apr 54min

Scaling a Sandwich Empire: From 1 to 37 Stores (with Chad Huffhines)

Scaling a Sandwich Empire: From 1 to 37 Stores (with Chad Huffhines)

This week on P&L, I'm joined by Chad Huffhines, a prolific Jersey Mike's franchisee who has mastered the art of rapid scaling. This episode dives into Chad's transition from the corporate world at Chi...

4 Mars 54min

Life After the Sale, with Rick Larkin

Life After the Sale, with Rick Larkin

This week on P&L, I'm joined by Rick Larkin, the former president and co-founder of a transportation company. This episode dives into Rick's entrepreneurial journey, from bootstrapping a trucking comp...

7 Jan 52min

Summiting Mount Kilimanjaro: The Motivation for a Life-Changing Goal (with John Donelley)

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 t...

5 Nov 202547min

The Future of Offshoring: Balancing Global Impact, AI, and Profitability (with Sean Hammerle)

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...

8 Okt 202547min

Navigating a Family Business Buyout (with Travis Springer)

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...

10 Sep 202552min

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