P&L: Priorities & Lifestyle

Jay Holstine is the CEO Peer Group Advisor and a coach at Vistage, an organization that has catered to CEOs and company presidents for over 50 years. The company’s goal is to provide resources that can help business leaders grow their businesses. As a coach, Jay meets with members once a month to offer in-person sessions that explore what clients are going through, the questions they have regarding expansion, and potentially hidden opportunities. Before becoming CEO, Jay was a managing director at Compass Advisory Consultants. 

Jay joins me today to describe his entrepreneurial journey and what made him appreciate his luck shortly after selling his business. Jay discusses what it was like growing up with entrepreneurial parents. He explains how having a peer group would have improved his business trajectory. He shares some of his professional regrets and his thoughts on working as a consultant for another company. Jay also reveals why some of the best business meetings don’t have a host or speaker.

"One of the things about successful entrepreneurs is they feel like they can do it again and again without appreciating that there was some unbelievable luck." - Jay Holstine

This week on Priorities Lifestyle:

• Why Jay decided to become an entrepreneur
• Shifting from being a consultant to a business owner
• Why transitioning to entrepreneurship wasn't tricky for Jay
• Why it's challenging to lay people off in a software business
• Being an entrepreneur and having a partner who is averse to risks
• Why having a peer group can help create better business decisions
• Jay's ventures shortly after selling his business and why they weren't as successful
• How luck plays into entrepreneurial success
• Some of Jay's regrets after selling his business
• Jay's present career and his role in the Vistage team
• Books for business owners that Jay has recently read
• The best kind of business meeting

Our Favorite Quotes:

• "If your parents are entrepreneurs, you don't see risks the same way you would if they worked for a corporation." - Jay Holstine

• "I have a tendency to go fast, but it can be really bad if it's not the right direction." - Rob Schulz

• "It’s important to have that skill that brings the best out of the people you're mentoring and have them ask questions, so they can help solve problems for themselves and those around them." - Rob Schulz

Connect with Jay Holstine:

• Jay Holstine Official Website
• Vistage
• Linktr.ee
• Jay Holstine on LinkedIn
• Jay Holstine on Twitter
• Jay Holstine on Facebook
• Jay Holstine on Instagram
• Email: [email protected]

About Rob Schulz and P&L Podcast

The P&L 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 [email protected] with questions, comments, and to schedule a one-on-one conversation. 

Follow Rob on LinkedIn.

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe here:

Apple Podcast 

Spotify

Google Podcasts

Stitcher

Audible 

And, if you enjoy the show, please leave a review on iTunes to help others discover the podcast.

The past two years have been—and still are—extraordinary times. With extraordinary times come unexpected market shifts and economic uncertainties resulting in concerns over retirement funds. While we do pride ourselves on being the best at managing our clients’ finances, we’re not bold enough to predict what the market will do tomorrow, next week, or the following year. What we can do is reassure our clients that the planning and asset management we do will keep their money safe and mitigate—if not prevent—long-term losses.

In this episode, I’m joined by my partner, Austin Smith. We discuss our long-term business plans and the phone calls we receive from worried clients. We explain how we prepare for economic downturns. We describe what it means to invest through cycles to mitigate risks. We share what we think of market gurus who believe they can time the market. We also highlight the importance of setting up a plan after selling your business, especially if your kids inherit your assets.

"The first thing we want anybody to do if they have a concern is to communicate with us."  - Rob Schulz

This week on Priorities Lifestyle:

• Our long-term plans for the business
• The number of calls we've received over our clients’ financial concerns
• What we do to mitigate risks for our clients
• What we mean by investing through cycles
• Our thoughts on predicting market movement
• Why this is not the time to trade the market
• The importance of planning for and assessing asset availability
• Defining enterprise values in the selling of a business

Our Favorite Quotes:

• "I want to go to sleep tonight knowing that whatever happens tomorrow, we have the portfolio set up in a way where they can handle this the best way they can." - Rob Schulz
• "The risk is what provides the opportunity for return." - Austin Smith
• "Having a plan and a foundation to build off of is important." - Austin Smith

Connect with Austin Smith and Rob Schulz:

• Schulz Wealth
• Phone: (817) 405-4014

About Rob Schulz and P&L Podcast

The P&L 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 [email protected] with questions, comments, and to schedule a one-on-one conversation. 

Follow Rob on LinkedIn.

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe here:

Apple Podcast 

Spotify

Google Podcasts

Stitcher

Audible 

And, if you enjoy the show, please leave a review on iTunes to help others discover the podcast.

James Loomstein is a managing partner at Rogue Marketing Agency, a digital strategy agency headquartered in Dallas. They help businesses build growth-oriented mindsets through business consulting and technology-marketing services. James is an expert in brand strategy, strategic marketing planning, paid media management, and event marketing and execution. He is also an adjunct Digital Marketing and Strategy professor at Southern Methodist University.

James joins me today to discuss entrepreneurship and why he thinks it's romanticized too much. He explains what it means to be effective rather than efficient. He shares what students learn from business school. He describes why being an entrepreneur doesn’t mean you’re entrepreneurial. He highlights the power email addresses have over networking. James also underscores how the top athletes and celebrities polish their talents and hone their skills whether they’re active or not.

"Business school doesn't teach you to be a business person, it teaches you to think differently." - James Loomstein

This week on Priorities Lifestyle:

• How marketing was done before everything became data-driven
• James's experience during the crash of 2008
• Why James thinks entrepreneurship is over-romanticized.
• The difference between being an effective and efficient entrepreneur
• Solving marketing problems without changing your marketing strategy
• Why getting consumers to buy another brand is challenging
• James's experience with a sound healthcare system and how it compares with running a business
• Communicating how your industry works to outsiders
• Why not all entrepreneurs are entrepreneurial
• How athletes and celebrities maintain their game throughout the year
• The secret power of an email address
• Defining Rogue Marketing’s business model and how they help clients

Our Favorite Quotes:

• "We live in a world today where entrepreneurship is romanticized." - James Loomstein

• "You have to be crazy or desperate to make the jump into entrepreneurship." - Rob Schulz

• "Corporate America is a good training ground, but it can also be a trap." - Rob Schulz

Connect with James Loomstein:

• Rogue Marketing
• James Loomstein on Twitter
• James Loomstein on Instagram
• James Loomstein on LinkedIn

About Rob Schulz and P&L Podcast

The P&L 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 [email protected] with questions, comments, and to schedule a one-on-one conversation. 

Follow Rob on LinkedIn.

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe here:

Apple Podcast 

Spotify

Google Podcasts

Stitcher

Audible 

And, if you enjoy the show, please leave a review on iTunes to help others discover the podcast.

Mark Cabal is a professional realtor who runs Mark Cabal Realty with his wife, Brenda. Mark has been in the real estate scene for over 15 years. He witnessed the state of the market in 2008 and used his experience to navigate the crash in 2020. He produces $25 million yearly in real estate transactions and is in the top 5% of over 700 agents in their office. Mark was recognized as a Best Agent by D Magazine for his expertise and dedication in 2012, 2013, 2016, and 2018.

Mark joins me today to describe the current state of the real estate economy. He explains what new investors should do when hunting for their first contract and what property owners should do with their homes. He discusses why transactions must be completed as fast as possible. He differentiates between the pricing accuracies of Realtor.com and Zillow. Mark also shares how his wife became his business partner and why he was initially hesitant.

"If you try to do things traditionally, you're going to lose." - Mark Cabal

This week on Priorities Lifestyle:

• Real estate and why it's the weirdest market ever
• Zillow's house pricing accuracy compared to Realtor.com
• Mark's advice to homeowners when they're trying to sell
• What you should do when you get the opportunity to buy or sell a property
• Why you should think about the future when you hold a property
• How fast a transaction should be conducted
• Why Mark prefers to hold properties 
• Mark's advice for first-time home buyers
• Mark's wife as his business partner
• The common pitfalls of new real estate investors
• The importance of CPAs in this industry
• Why Mark and his team don't work as hard as they used to
• How the pandemic changed the way Mark did business and his long-term perspective

Resources Mentioned:

• Realtor.com
• Zillow

Our Favorite Quotes:

• "If you pay top price for your home, you're going to sell at top price." - Mark Cabal

• "When I ask a client what their house's worth, it's a whole other conversation." - Rob Schulz

• "On a flip, the key is fast." - Rob Schulz

Connect with Mark Cabal:

• Mark Cabal Website
• Mark Cabal on Twitter
• Mark Cabal on LinkedIn
• Mark Cabal on YouTube
• Email: [email protected]

About Rob Schulz and P&L Podcast

The P&L 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 [email protected] with questions, comments, and to schedule a one-on-one conversation. 

Follow Rob on LinkedIn.

Follow Schulz Wealth on LinkedIn

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe here:

Apple Podcast 

Spotify

Google Podcasts

Stitcher

Audible 

And, if you enjoy the show, please leave a review on iTunes to help others discover the podcast.

Burt Hicks is the President and Chief Strategy and Growth Officer at Encore Bank, a private boutique bank that provides a full suite of financial products and services with a commercial focus on businesses, owners, professionals, and their families. As Chief Strategy and Growth Officer, Burt’s specialties and responsibilities include strategic and financial planning, change management, mergers and acquisitions, investor relations, and risk management. Before joining Encore Bank, Burt worked at Simmons Bank as their Director of Mortgage Banking.

Burt joins me today to discuss the importance of finding a mentor who imparts wisdom as a professional and human being. He shares what sets Encore Bank apart from other companies and how they uphold an employee-ownership mentality. He describes his takeaways from working in investment banking and how he applies them in his current career. Burt also explains how the pandemic changed what is essential to their consumers.

"It's important when you're young to have a mentor who isn't just focused on your career, but also on you as a human." - Burt Hicks

This week on Priorities Lifestyle:

• The number of markets Burt's company is working in
• Their team composition and what sets them apart from other banks
• Establishing an employee-ownership mentality
• How they manage to have employees who are 6-digit investors
• Why semantics matter in their organization
• How technology has allowed them to hire top-level people
• What Burt learned in investment banking that he applies today
• The people who heavily influenced Burt's career
• Why mentorship is more than just a focus on career
• What you can give back to your mentors
• Learning what is valuable from the perspective of a buyer
• Why every business owner should always have an exit in mind
• How the pandemic affected the way Burt does business
• The long-lasting effects of the pandemic on what consumers value

Our Favorite Quotes:

• "You don't have to do things differently, but you have to be willing to think about doing things differently." - Burt Hicks

• When you get to be my age, people really do want to help. If you don't ask, it's never going to happen." - Rob Schulz

• "There's always going to be some type of exit. None of us live forever. Always having an exit in mind is good business." - Rob Schulz

Connect with Burt Hicks:

• Encore Bank
• Burt Hicks on LinkedIn
• Email: [email protected]

About Rob Schulz and P&L Podcast

The P&L 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 [email protected] with questions, comments, and to schedule a one-on-one conversation. 

Follow Rob on LinkedIn.

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe here:

Apple Podcast 

Spotify

Google Podcasts

Stitcher

Audible 

And, if you enjoy the show, please leave a review on iTunes to help others discover the podcast.

Jennilee Autry is the HCM Account Executive at Paylocity, a product suite built for both HR and Payroll solutions and designed for the employee experience. As the company’s HCM Account Executive, Jennilee incorporates a consultative approach to the company’s sales technique, is capable of finding promising prospects, and is persistent without being pushy. Before joining Paylocity, Jennilee was a Senior Solutions Consultant for Oracle.

Jennilee joins me today to discuss all things related to HR. She describes her role at Paylocity and shares why having an HR team is a must for any organization, big or small. She outlines the process of finding the right HR team and explains what owners should look for when hiring an HR manager. She discusses why employees form unions and how it doesn’t always mean they don’t like the company. Jennilee also describes how the pandemic affected her family and what they’ve done to move forward.

"If you want to attract a modern worker, you need a modern process." - Jennilee Autry

This week on Priorities Lifestyle:

• Jennilee's role and responsibilities in Paylocity
• Why HR is a necessity
• HR best practices from the angle of payroll and outsourcing
• Hiring the right HR team and why word of mouth is the best resource
• What business owners should look for in an HR manager
• How having a good HR team can translate to better customer service and higher profits
• Jennilee's advice for attracting younger employees
• The risks attached to becoming an HR person
• Why the HR file is the most crucial file at your disposal
• HR systems and tools and how they can optimize your HR department
• Being proactive if an employee is at risk of leaving your company
• The number one reason employees unionize
• How Jennilee's family was affected by Covid-19

Our Favorite Quotes:

• "Employers wanting to do better for their employees is a great trend and I hope it continues." - Jennilee Autry
• "We talk to business owners: the employee is such an important part of their success. Only the good ones recognize that." - Rob Schulz 
• "Hierarchy in the workforce today needs to go away." - Rob Schulz 

Connect with Jennilee Autry:

• Paylocity
• Jennilee Autry on LinkedIn
• Phone: (817) 403 8070

About Rob Schulz and P&L Podcast

The P&L 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 [email protected] with questions, comments, and to schedule a one-on-one conversation. 

Follow Rob on LinkedIn.

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe here:

Apple Podcast 

Spotify

Google Podcasts

Stitcher

Audible 

And, if you enjoy the show, please leave a review on iTunes to help others discover the podcast.

Kevin Kennedy is the President of Kennedy Wealth and Tax Management, a financial business founded in 1995. Their team of retirement specialists provides investment advising and consultation to clients with assets over $1 million. Their services include tax management and financial planning with a focus on retirement. Kevin started the company because he wanted to offer unbiased investment offerings to help clients secure their financial future.

Kevin joins me today to explain why financial planning should be ongoing and must be ironed out by the time you’re 62. He recalls how we met in 2008 and our goals back when we started our companies. He discusses how to properly design your financial goals and what your CPA should bring to the table. Kevin also describes why clients who communicate regularly are easier to work with than those who only meet with us once a year.

“It's not a financial plan, it's financial planning. It's on an ongoing, modular basis.” - Kevin Kennedy

This week on Priorities Lifestyle:

• When Kevin and I met in 2008 and where we were in from a financial perspective
• The types of people who should make up your team
• Devising your business plan and the right mental approach
• Hiring a CPA for wealth management and tax planning
• Rearranging furniture from a tax standpoint
• Why it's better to communicate with a client frequently than seldomly
• Keeping a tight relationship with your wealth management person
• The quality of financial education in the US

Resources Mentioned:

• Book: Thoughts on Things Financial: Your Guide To A Chaotic Money World by Rob Schulz

Our Favorite Quotes:

• "If you stopped and worried about what potentially could go wrong, you'd never do it." - Kevin Kennedy

• "The best clients are the ones engaging on an ongoing basis." - Rob Schulz

• "There's a whole slew of Americans living paycheck to paycheck. It's not an income problem; it's an expense problem." - Rob Schulz

Connect with Kevin Kennedy:

• Kennedy Wealth
• Kevin Kennedy on LinkedIn
• Phone: (203) 264 1200

About Rob Schulz and P&L Podcast

The P&L 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 [email protected] with questions, comments, and to schedule a one-on-one conversation. 

Follow Rob on LinkedIn.

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe here:

Apple Podcast 

Spotify

Google Podcasts

Stitcher

Audible 

And, if you enjoy the show, please leave a review on iTunes to help others discover the podcast.

Kelly Herrod is the Owner and President of Herrod Technology (Herrod Tech). Herrod Tech is an information technology and services company that supports businesses by managing their IT, including cloud computing services. Their clients include law firms, oil and gas companies, architects and engineers, churches, and nonprofits. As President, Kelly oversees the day-to-day activities of Herrod Tech.

Kelly joins me today to discuss why the last two years have been helpful to Herrod Tech due to cloud computing. He describes being in a peer group among other business owners, the topics they discuss, and how they help each other. He explains how cloud computing saves money and time for both clients and owners. Kelly also describes the importance of working on the business and how to get to that stage.

"The nice thing about being in the cloud is you can work from anywhere." - Kelly Herrod

This week on Priorities Lifestyle:

• About Kelly: his hobbies and his profession
• Being in a peer group of business owners
• Honesty in a peer group and asking the tough questions
• How Kelly's business peers help each other
• What Kelly has learned since joining a peer group
• How Covid-19 affected Kelly's business
• How the cloud saves money
• Why Covid made Kelly step back and work on the business
• Creating time and space as business owners
• Witnessing a rocket launch at night in person

Resources Mentioned:

• Evolve

Our Favorite Quotes:

• "We can teach the tech skills, but it's difficult to teach communication skills." - Kelly Herrod
• "The way you communicate with clients will set the tone for a long time." - Rob Schulz
• "I'm a huge fan of trying and sharing other peoples’ ideas." - Rob Schulz

Connect with Kelly Herrod:

• Herrod Tech
• Herrod Tech on LinkedIn
• Kelly Herrod on LinkedIn
• Email: [email protected]
• Phone: 214 202 0999

About Rob Schulz and P&L Podcast

The P&L 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 [email protected] with questions, comments, and to schedule a one-on-one conversation. 

Follow Rob on LinkedIn.

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe here:

Apple Podcast 

Spotify

Google Podcasts

Stitcher

Audible 

And, if you enjoy the show, please leave a review on iTunes to help others discover the podcast.

Chad Bruce is the President of GluDown, a business that serves the construction adhesives market through aerosol and canister adhesives, epoxies, sealants, foam tapes, and more. As President, Chad is responsible for keeping the company up-to-date with the latest in adhesive technologies to ensure their customers get the best possible solutions for their adhesive needs. Chad graduated from The University of Kansas with a Bachelor of Science degree in Mathematics and Education, Secondary Mathematics. He obtained his Master of Business Administration degree from Naveen Jindal School of Management, UT Dallas.

Chad joins me today to discuss what a family transition looks like from the perspective of the second generation. He describes the gaps he saw during the process. He explains what GluDown is, the industry they serve, and the advantages of construction adhesives over standard nuts, bolts, and nails. He shares why having the end in mind of a transition encourages commitment. Chad also discusses how the senior and next generations should align goals.

"That conflict of 'this is mine' has always been the most difficult thing when transitioning." - Chad Bruce

This week on Priorities Lifestyle:

• The differences and similarities between senior and second-generation leaders
• The gap Chad realized when the company was transitioning leadership
• What GluDown is, the services they offer, and how Covid positively impacted their business
• Why using adhesives doesn't compromise building integrity
• The complexities involved in family business transitions
• Minimizing conflicts between senior and second-generation transitions
• Why starting with the end in mind can make a transition smoother
• Conflicts of interest and building relationships with the next generation
• Determining how much the senior generation should sell their businesses for
• Aligning the goals of the senior and second generations during transition

Our Favorite Quotes:

• "The child's view of the parent, even in the working space, is still as a parent." - Chad Bruce

• "Communication: just talking through stuff solves all sorts of problems. In a family business, you have the opportunity to do that more than any transaction." - Rob Schulz

• "As a parent, we don't want to talk about money as much as we should. In a business you're trying to transition, that becomes an even more major issue." - Rob Schulz

Connect with Chad Bruce:

• GluDown
• GluDown on LinkedIn
• Chad Bruce on LinkedIn
• Email: [email protected]

About Rob Schulz and P&L Podcast

The P&L 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 [email protected] with questions, comments, and to schedule a one-on-one conversation. 

Follow Rob on LinkedIn.

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe here:

Apple Podcast 

Spotify

Google Podcasts

Stitcher

Audible 

And, if you enjoy the show, please leave a review on iTunes to help others discover the podcast.

Georgine Muntz is the CEO and Strategic Advisor of Visual Matrix, a software development company that provides an all-in-one property management system for the hospitality industry. They serve over 2,000 properties across 30 countries. As the company’s CEO and Strategic Advisor, Georgine drives innovation and growth strategies that create long-term value and build mission-critical partnerships.

Georgine joins me today to discuss how founders can create value in their business and the value of having an advisor when planning to exit. She shares her academic background and why she shifted from accounting to tech. She explains some of the critical questions founders should ask themselves before selling their company. Georgine also describes the gender differences in pursuing professional goals and how companies can incorporate a rich culture of diversity.

"It's important to understand that creating independence is the way to create value in your business." - Georgine Muntz

This week on Priorities Lifestyle:

• When Georgine sold her company and the ventures she’s moved forward with
• Why Georgine shifted from accounting to systems and tech
• The value of hiring an advisor when selling a business
• Questions founders should answer if they want to sell their business
• Why you should let your employees do bad deals
• Some of the common pitfalls founders make when selling their business
• Investing in people to make more money
• Silver linings Georgine found during Covid-19
• How men and women differ in pursuing goals
• Why it's a tough time to be in any role in business
• How to be more inclusive without looking like you're pandering

Resources Mentioned:

• Book: Parenting With Love And Logic (Updated and Expanded Edition) by Foster Cline

Our Favorite Quotes:

• "Learn to speak about anything you do in a way that is easily identifiable with the success of the business." - Georgine Muntz

• "Every company has a different working capital number - Rob Schulz

• "If you don't have something on the other side you can get excited about, you might hang on too hard." - Rob Schulz

Connect with Georgine Muntz:

• Visual Matrix
• Visual Matrix on LinkedIn
• Georgine Muntz on LinkedIn
• Email: [email protected]

About Rob Schulz and P&L Podcast

The P&L 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 [email protected] with questions, comments, and to schedule a one-on-one conversation. 

Follow Rob on LinkedIn.

Follow Schulz Wealth on Facebook

Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle

Subscribe here:

Apple Podcast 

Spotify

Google Podcasts

Stitcher

Audible 

And, if you enjoy the show, please leave a review on iTunes to help others discover the podcast.