P&L: Priorities & Lifestyle

Michael Young is the Owner and Senior IT Consultant of Computer CPR, a firm that provides over 140 small businesses of various industries with expert computer repair and IT support, emphasizing cybersecurity. Michael started Computer CPR in 2007 when he noticed the need for a proper IT support company that would go beyond basic troubleshooting. Michael obtained his Bachelor of Science degree in Computer Science at Pensacola Christian College.

Michael joins me today to discuss the troubling rise in cybercrime and system breaches in the last few years. He describes when the jump in cyber attacks started and why hackers often target small businesses. He explains how to make an effective password and recommends tools that can keep track of hundreds of passwords. He shares the immediate steps organizations need to take after confirming a cyber attack. Michael also discusses why the internet is still largely unregulated.

"Cybersecurity is not treated as important until it's painfully paramount. By then, it's too late." - Michael Young

This week on Priorities Lifestyle:

• When the big leap in cyberattacks started
• Why hackers are hacking into business systems
• The difference in risks between a small and large business
• Some of the basics companies should cover to prepare for a cyberattack
• Why it's critical to have a disaster recovery plan
• How a cybersecurity assessment works and how long it takes
• Using car theft as an analogy for cyberhacking
• Why Two-Factor Authentication is critical
• Michael's thoughts on using strong passwords
• The steps companies need to take when their system is breached
• What Endpoint Detection and Response is and how it works
• Why the internet is still in a “wild west” stage

Resources Mentioned:

• Passportal

Our Favorite Quotes:

• "There's nothing more valuable than your reputation in any business." - Michael Young
• "What is the FBI going to do about it? The answer right now is they can't do much about it." - Rob Schulz
• "These hackers are so good and there are so many of them. It's not even an ‘if’—it's ‘when.’" - Rob Schulz

Connect with Michael Young:

• Computer CPR
• Computer CPR on LinkedIn
• Computer CPR on Facebook
• Computer CPR on Twitter
• Michael Young 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

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Audible 

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

Rick Larkin is the Chief Information Officer at BCB Transport, a trucking company in Texas that empowers its independent contractors, employees, and truck drivers. Unlike most transport companies, Rick is big on driver safety, making critical decisions based on data—especially with the pandemic persisting. With over 10 years of leadership experience in the transport industry, Rick has also become an expert in operations management, logistics, business development, and team building.

Rick joins me today to discuss how BCB Transport uses data to reduce driver accidents and other safety incidents. He describes how the workplace has changed in just ten years. He details the market shift that happened in 2018 and how it bankrupted many transport companies. He explains how BCB Transport manages to put safety over profits, even if it means making a few customers angry. Rick also discusses their podcast and how it has positively affected the way their truckers drive and even park.

"In June-July of 2018, the market changed, and those folks who didn't know their data went out of business." -  Rick Larkin

This week on Priorities Lifestyle:

• Why work today is quieter than it was a decade ago
• The big roadblock Rick initially encountered in his business
• What it was like to be forced to go big into the business
• How the market changed for the transport industry in 2018
• When Rick realized the data they had before electronic logs were fake
• Trusting your team to hold themselves accountable for their roles
• The number of times you should change the way your business runs
• Shifting from a trucking company to a safety company
• Prioritizing the safety of your workers over sales
• How their podcast encourages driver safety
• Addressing the problem of retiring truck drivers

Our Favorite Quotes:

• "Being on time is not as important as being safe.” - Rick Larkin
• "Sometimes, the more technology there is, the more dangerous it is." - Rob Schulz
• "You provide all that care for your employees, but you need some of that as an owner as well." - Rob Schulz

Connect with Rick Larkin:

• BCB Transport
• BCB Transport on LinkedIn
• BCB Transport on YouTube
• BCB Transport Podcast
• Rick Larkin 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.

Trey Dacy is a partner at Insurica, an insurance broker specializing in construction, energy, manufacturing, and healthcare. He has decades of experience in the industry, particularly in commercial property and casualty insurance, making him an expert in business protection. Before merging with Insurica, Trey was the owner of First Texas Insurance Services. 

Trey joins me today to discuss the role insurance plays in business transitions. He describes what Insurica is, its services, and what makes them a unique broker. He shares some of the mistakes business owners make when selling their business. He explains the kinds of insurance owners need to consider for different transactions. Trey also provides actionable advice for finding insurance agents, umbrella policies, and hiring attorneys.

"When you fail to plan, you plan to fail." - Trey Dacy

This week on Priorities Lifestyle:

• What Insurica is, it's history, and the services they offer
• One of the worst financial mistakes you can make as a business owner
• Why it's challenging to get young people to be interested in a career in insurance
• The emotional toll of transitioning a business
• What it's like working with private equity markets
• Risks and concerns that arise in the process of selling a business from an insurance viewpoint
• Why hiring an attorney can be a significant financial decision
• Trey's advice for finding insurance agents
• The advantage of umbrella policies when it comes to car accidents
• When owners should think about insurance
• Why Covid-19 is a bad example of how insurance works

Our Favorite Quotes:

• "There's liability associated with ownership of anything." - Trey Dacy
• "Don't think you can get through something like a transition without it taking an emotional toll." - Rob Schulz
• "If you have some planning in place, it can help so much with the emotion in getting through a business owner's death." - Rob Schulz

Connect with Trey Dacy:

• Insurica
• Trey Dacy on LinkedIn
• Email: [email protected]
• Phone: (817) 471-1828

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.

Gil Vollmering is the owner of Waters, Vollmering & Associates, an accounting firm headquartered in Mansfield, Texas that has been providing service since 1985. Before becoming a firm partner, Gil was with the IRS for over ten years as a revenue agent and internal auditor.  In addition to this, Gil has over 20 years of public accounting experience. Gil is also passionate about military history — especially regarding the Navy — and strives to stay updated with what’s happening with our territorial waters.

Gil joins me today to discuss his career in the IRS, some of its everyday practices, and why getting a notice doesn’t always mean you did something wrong. He describes the kind of work ethic he possesses and why it ultimately led him to leave the IRS to work for an accounting firm. He explains why the IRS can sometimes be unfair and why he prefers it to be “dumb and slow.” Gil also shares his thoughts on investments and risk mitigation, and explains why he’s not a fan of spending money for higher tax deductions.

"A tax return is a work of art. It's not a commodity." - Gil Vollmering

This week on Priorities Lifestyle:

• Who Gil Vollmering is and his experience working in the IRS
• Why Gil's work ethic didn't match the pace the IRS preferred
• Why it’s beneficial to be a morning person in business
• The stress involved in being audited by the IRS
• How the pandemic made it difficult for the IRS to process tax returns
• Gil's thoughts on the Build Back Better Act
• Asking if the IRS needs more funding
• Why Schedule C is the form most IRS agents are trained to audit
• Risk mitigation and the frustrations associated with it
• Gil's thoughts on spending for tax deductions
• The difference between a C and S corporation
• Gil's passion for military history and the Navy
• Why reality is your friend when it comes to helpful advice
• Key takeaways from the interview with Gil

Our Favorite Quotes:

• "The piece of paper that comes through the mail from the IRS invokes a lot of fear." - Gil Vollmering
• "Investing, the majority of it, is about mitigating risk." - Rob Schulz
• "It's okay to not know the answer. Go find out from the smart accountant or state attorney or wherever it may be." - Rob Schulz

Connect with Gil Vollmering:

• Waters, Vollmering & Associates
• Gil Vollmering on LinkedIn
• Email: [email protected]
• Phone: (817) 473-0228

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.

Denise Logan—who is called The Seller Whisperer—coaches leaders and business owners on how to leave or sell their businesses successfully without feeling empty afterward. She is a speaker who regularly talks about the emotional rollercoaster of business selling and making sure a plan is in place in the event of an untimely passing. Denise is also the author of The Seller’s Journey, which she describes as a business fable.

Denise joins me today to discuss the emotional aspect of exiting a business and why some owners have trouble letting go. She describes what readers can expect from her book and the client experiences it’s based on. She explains why owners find difficulty with expressing their emotions when they sell their business and why they end up buying a new one soon after. Denise also reveals her regrets from when she sold her firm and what she would have done better.

"Leaving our business is a transition point." - Denise Logan

This week on Priorities Lifestyle:

• What makes The Seller's Journey a business fable
• What business owners can learn from reading The Seller's Journey
• Denise's experience living in a motorhome and traveling
• Exiting your business and why most business owners don't have an exit plan
• Denise's regrets from selling her firm
• What work provides for you other than money
• Why owners can feel exposed when they leave the business
• What the end of a company means to its owner
• Denise's experience helping various clients cope with exiting
• Why passing the company to your kids isn't a sign of success
• Planning for the owner's death when transitioning a business

Resources Mentioned:

• Book: Every Family's Business: 12 Common Sense Questions to Protect Your Wealth by Thomas William Deans

Our Favorite Quotes:

• "It's always about having a plan and knowing the plan is going to change." - Denise Logan
• "One thing business owners do when they sell their business is they buy another business." - Rob Schulz
• "What we do as a profession is not necessarily what we do for ourselves." - Rob Schulz

Connect with  Denise Logan:

• Official Website
• Book: The Seller’s Journey
• Denise Logan 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.

Casey Campbell is the Managing Partner at PSK, a CPA firm that provides a wide range of business, personal accounting, and advisory services. He specializes in tax plan consultation and oversees team projects in both accounting and tax service departments. Before becoming part of PSK, Casey worked at KPMG for six years, focusing on manufacturing, construction, and alternative investment clients.

Casey joins me today to discuss the different ways to ensure your business transition succeeds. He describes what PSK is, the clients they cater to, and what made him leave KPMG. He shares how business leaders should take advantage of new financing tools, especially in light of the effects of Covid-19. He explains why it’s always wise to hire someone smarter to handle your personal and business finances. Casey also provides the one question all business leaders should ask before they sell their company and retire.

"To be successful in business, you have to put a lot of sweat and tears into your business." - Casey Campbell

This week on Priorities Lifestyle:

• What PSK is and the services they offer
• Casey's transition success story and the memento he received
• How the pandemic affected churches
• What businesses should be doing by the end of the year regarding taxes
• New legislation and policies that were enacted due to Covid-19
• Working with clients who want to lower premiums
• Casey's thoughts on hiring experts to handle your finances for you
• Why Casey decided to become a managing partner
• Casey's advice for business leaders who are undergoing or moving into transition
• Advantageous tools and opportunities for financing
• The one question business leaders should ask before exiting 

Our Favorite Quotes:

• "You have to take a different approach from looking at your feet to looking on the horizon." - Casey Campbell
• “The real value, a lot of times, comes from that experience you have.” - Rob Schulz
• “Having money after retirement is something you absolutely have to know.” - Rob Schulz

Connect with Casey Campbell:

• PSK CPA
• Casey Campbell on LinkedIn
• Phone: (817) 664-3000
• 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.

Ken Stibler is the Master Chair and International Speaker at Vistage, the world’s top CEO organization with over 21,000 members across 25 countries. The goal of Vistage is to help leaders improve and maximize their leadership and decision-making. Ken has over 30 years of experience in business and consulting in the energy, athletics, automotive, insurance, and telecommunications fields. Before becoming Master Chair, Ken was a coach for the men’s basketball team at the College of Charleston. 

In this episode, Ken discusses his career as a basketball coach and explains how business professionals compare with athletes. He dives into the tactical, practical detail of how some businesses performed at a high level in 2020, despite the tumultuous year. He describes why growing a company from the inside by nurturing your employees is the key to long-term success. Ken also defines “Repeatable Acts of Success.”

"You can use repeatable acts of success to buy and sell businesses, be successful, and catch that lightning a second time." - Rob Schulz

This week on Priorities Lifestyle:

• Ken's career as a basketball coach
• Comparing and contrasting coaching athletes and business professionals
• How some businesses performed well in 2020, despite COVID-19
• Growing your company by nurturing your employees
• What the term "CEO" really means in a growing company
• Stats about employees’ thoughts on their organizations and leaders
• Resources Ken recommends to business leaders to better understand their employees
• Defining Ken's "Repeatables Acts of Success"

Resources Mentioned:

• The Society for Human Resource Management
• GALLUP StrengthsFinder

Our Favorite Quotes:

• "It's so stressful not knowing what it is you're supposed to be doing." - Rob Schulz
• "Communication is the ability to distill the message down as a leader." - Ken Stibler
• "The higher the engagement, the higher productivity, the higher the profitability." - Ken Stibler

Connect with Ken Stibler:

• Ken Stibler Website
• Phone: (214) 557 7400
• Email: [email protected]
• Ken Stibler 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.

Layne Kasper is Managing Partner at Kasper & Associates, a firm that works with medium-sized businesses and helps business owners sell their companies. Layne has been the firm’s Managing Partner since 1997 and is responsible for coordinating the firm’s activities and being the go-to person for their network of prospective clients and professional advisors. Before leading Kasper & Associates, Layne was part of the US Air Force, serving as Captain. 

In this episode, Layne discusses what business owners need to know before selling their business, especially regarding the details that are critical to potential buyers. He shares the story of Kasper & Associates and why Layne left the US Air Force. He describes the steps sellers need to take to make sure their company is attractive to buyers and to facilitate a faster transition. Layne also explains the importance of confidentiality in a sale and how leaks can adversely affect a company.

"For many business owners, their business is their identity." - Layne Kasper

This week on Priorities Lifestyle:

• Who Layne is and how his company helps middle-market clients
• How the industry has shifted in the last 30 years
• Layne's experience in the Air Force and why he chose to focus on running a family business
• Why some businesses tear families apart
• The type of client that’s a perfect fit for Kasper & Associates
• Why selling a business takes perseverance
• How business owners can fast-track the sale of their company
• Layne's advice to help leaders cope with the loss of ownership in their business
• The importance of confidentiality when selling a business
• Some of the ways Layne helps “lock” sellers with their buyers
• Making the founder comfortable with selling their company to new owners

Our Favorite Quotes:

• "One of the biggest concerns sellers have is confidentiality." - Layne Kasper
• "You need to be planning your transition on day one." - Rob Schulz
• "You can get a better deal as a seller by alleviating risk for your buyer." - Rob Schulz

Connect with Layne Kasper:

• Kasper & Associates
• Kasper & Associates on Facebook
• Layne Kasper on LinkedIn
• Layne Kasper on Twitter
• 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

Subscribe to Schulz Wealth on YouTube

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

Subscribe here:

Apple Podcast 

Spotify

Google Podcasts

Audible 

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

Chris McKee is the president and founder of Venturity Financial Partners, an outsourced accounting firm in the Dallas, Texas area. The firm offers a wide range of bookkeeping, accounting, and CFO services, as well as systems support and consultations. Venturity was founded out of a need for an alternative for growing companies, including startups. Chris’s experience has allowed him to offer specialized accounting services, particularly in the restaurant, retail, and wholesale distribution industries.

In this episode, Chris joins me to discuss what Venturity is and why they’re the best in the business for all the accounting needs of small and growing businesses. He explains the importance of updating your company’s financials, especially if you plan on selling it some day. He shares why he preferred the accounting profession over being an auditor. He describes why personal and business assets should remain separate. Chris also explains why Open-Book accounting and offering an employee stock option is advantageous in any industry.

"If you have a good set of financials, it gives the acquirer a lot more confidence and builds your credibility as a seller." - Chris McKee

This week on Priorities Lifestyle:

• Who Chris McKee is and the services his company offers
• Why Chris preferred accounting over auditing
• Chris’s takeaways from working as an accountant and when he founded Venturity
• How they conceived the name "Venturity"
• Red flags in the financials than offer an early hint that a company is falling behind
• How to build credibility as someone selling a company to an acquirer
• Why you should keep personal and business assets separate
• How time can change the way you perceive owning and selling a business
• What Open-Book Accounting is (with examples)
• ESOP and the advantages of offering this program in your business
• What Chris plans for himself after he surrenders ownership of Venturity

Our Favorite Quotes:

• "Training people how to run a business through open book management is the perfect foundation for them to actually own the business through an employee stock ownership plan." - Chris McKee
• "Whatever you are actually making, your people think you are making 2-5 times as much." - Chris McKee
• "There are a lot of companies struggling to get accurate financials.” - Chris McKee

Resources Mentioned:

• Book: Finish Big: How Great Entrepreneurs Exit Their Companies on Top by Bo Burlingham

Connect with Chris McKee

• Venturity
• Chris McKee 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

Subscribe to Schulz Wealth on YouTube

Order Rob’s book, Thoughts on Things Financial, here. 

Subscribe here:

iTunes

Google Play

Stitcher

Spotify

Audible 

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

Dr. Randy Hamilton is a pediatric dentist and part of D4C Dental Brands, one of the country's fastest-growing pediatric dental and orthodontic networks. Before partnering with D4C, Randy owned and directly managed iKids Dental, known for its top-notch customer service. Randy created a program that specifically trained staff to offer the best customer service available to clients in any circumstance. He received his DDM at Nova Southeastern University. He was also a resident dentist at Sheppard Air Force Base and has become proficient in anesthesia, surgery, and IV sedation. 

In this episode, Randy joins me to discuss how he got into pediatric dentistry and why he emphasized customer service in his practice. He explains the difficulties of expanding your business and who he hired to help him rise over these challenges. He describes how Disney and The Ritz inspired him to create a customer service program that would make the patient experience unique and something to look forward to. Randy also shares how the pandemic stopped his original business plans and how technology enabled them to come out with better cash flow than before.

"When you're expanding, there are different levels of numbers of offices you hit a barrier with." - Dr. Randy Hamilton

This week on Priorities Lifestyle:

• How Randy's degree in finance helped him in his dental career
• Randy's experience leaving for a church mission in Brazil for two years
• Why Randy learned more in his one year with the airforce than in all his time studying dentistry
• What Randy did when he couldn't buy the practice he wanted
• Why Randy chose to specialize in pediatric dentistry
• How Randy improved his practice's customer service
• Overcoming the barriers of expansion in the dental industry
• The challenges of maintaining a high level of customer service with multiple offices
• How Disney and Ritz Carlton inspired Randy's curriculum for the healthcare experience
• The person Randy hired to help him expand from 8 to 15 offices
• Why Covid was catastrophic for the dental industry
• How the pandemic changed Randy’s plans for his offices
• What they did to stay afloat and even rise during the height of the pandemic
• How technology helped his team work during the pandemic
• Why Randy insists on having team members come into the office a few days a week
• What Randy's life was like as he was expanding offices 
• The experience Randy had in transitioning away from direct ownership and management

Our Favorite Quotes:

• "The first impression was just as important as the last impression." - Dr. Randy Hamilton
• "Sometimes it's the tender mercies of God that direct you in a certain path." - Dr. Randy Hamilton
• "Having people who are smarter than you around you is phenomenal." - Dr. Randy Hamilton

Connect with Dr. Randy Hamilton

• iKids Pediatric Dentistry
• D4C Dental Brands
• Dr. Randy Hamilton 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

Subscribe to Schulz Wealth on YouTube

Order Rob’s book, Thoughts on Things Financial, here. 

Subscribe here:

iTunes

Google Play

Stitcher

Spotify

Audible 

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