Shows
P&L: Priorities & LifestyleNavigating 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 a multi-generational business transition, from the initial conversations with his father to structuring a multi-year buyout of a founding partner. Travis provides a transparent look at the financial and personal complexities involved, offering a practical blueprint for anyone considering a similar path. We also touch on the challenges of leading a modern tech company, including the ever-present demands of cybersecurity and business continuity.
2025-09-1152 minP&L: Priorities & LifestyleDifferentiating Your Business with a Powerful Narrative (with Ron Brissette) This week on P&L, I’m joined by Ron Brissette, a marketing strategist and founder of Morby Create. This episode dives into the strategic power of storytelling in business and why it’s an essential tool for differentiation, not just a creative exercise. We discuss how to avoid "binder projects" (great ideas that lack execution) and the importance of understanding the "why" behind your company's message to resonate more profoundly with your audience and build lasting trust. Ron is a wealth of knowledge and shares how focusing on your core purpose and communicating it through narrative can set you...
2025-08-0746 minP&L: Priorities & LifestyleHow We're Navigating 2025's Market Volatility (with Austin Smith) This week on P&L, I’m joined by Austin Smith, a Chief Investment Officer at Schultz Wealth. This episode dives into how we’re adapting our financial planning strategies in today’s volatile market conditions, and what kind of long-term strategies we focus on for those with retirement portfolios. Austin is a wealth of knowledge and shares why, though it’s important to focus on day-to-day market changes, we really need to look at the long-term horizon when risk-managing, depending on the client’s goals. Tune in this week on P&L to learn how we're navigating...
2025-07-0442 minP&L: Priorities & LifestyleThe Importance of Integrity in Achieving Success (with Vince Poscente) Vince Poscente is a New York Times bestselling author, a former Olympian, and a motivational speaker, and he joined me this week to share the core themes and lessons of his books “The Ant And The Elephant” and “The Earthquake”. This episode goes a bit deeper emotionally than we typically go on P&L, but everything Vince shares is centered around the need for your actions to be consistent with your subconscious mind, which leads to better decision-making and success in business. Tune in this week on P&L to learn the importance of integrity in achieving success...
2025-06-1251 min
Marketing Corner TalksMarketing for Reconciliation with Rob Schulz. [Ep. 44]How can marketing support reconciliation and drive real impact? In this episode, we sit down with Rob Schulz — Métis entrepreneur and founder of Shop First Nations — to explore how digital strategy, community values, and e-commerce intersect.Learn how Rob made the bold leap from a corporate IT career to creating a purpose-driven marketplace that empowers Indigenous makers across Canada.
2025-06-0532 minP&L: Priorities & LifestyleUnderstanding Your Business’s True Value (with Patrick Lange) All too often, business owners go to sell their business and find that the value wasn’t what they were expecting. Sometimes that’s a positive thing, and it’s often a negative. This week on P&L, Patrick Lange joined me to discuss business valuations, why you need them before you even think about selling a business, and the emotions that are often tied to that number. We talk about what owners need to expect when selling their business, why it’s important to be realistic about what it’s worth, and the transition process that happens whe...
2025-05-2949 minP&L: Priorities & LifestylePreparing For Life After Your Business (with Matt Michel) Matt Michel joined me this week for a deep dive into the psychology of a business owner when selling their business. We spoke about the differences between owning a “job” and owning a “business”, the importance of culture both within your business and your family, and the careful balance of passing down wealth. Matt shared the ways that selling a business results in a loss of identity, and the ways that business owners can cope with the “loss” that accompanies those sales. He also spoke about his books, and why it’s so important to him to write these stories down f...
2025-05-1558 minP&L: Priorities & LifestyleEstate Planning As An Entrepreneur (with Tammy Silvas) Tammy Silvas, Founding Attorney of Silvas Law, joined me this week to talk about the unique challenges of estate planning for business owners, whether they be solo or in a partnership/corporation. We talked about why estate planning is so crucial, including death, divorce, and disillusionment, and why so many entrepreneurs make the mistake of keeping things too close to the vest. Along the way, Tammy also shares with me some interesting and creative ways to ensure these transitions go smoothly, including the idea of putting the business in a revocable trust. Tune in this week on P...
2025-04-2449 minP&L: Priorities & LifestyleProtecting Your Family From Cyber Threats (with Bill Roth) Bill Roth, CEO of HardTarget, joined me this week for an informative, but somewhat scary episode of P&L. We talked about the growing world of cyber threats, how these attacks have become significantly more sophisticated over the years, and how they might become much more effective through the use of artificial intelligence. Bill shared some proactive, practical tips that anybody can use to protect their identity, including restricting how much personal information we share on social media, staying vigilant and cautious online, and implementing security measures to make sure our accounts aren’t hijacked. Tune in th...
2025-04-091h 08P&L: Priorities & LifestyleThe Story Behind "I Just Got Hit" (with David Godsey) David Godsey is a co-founder behind Godsey & Martin, P.C., marketed as “I Just Got Hit”. He’s a good friend of mine, and I wanted to have him join the show to share how he found the law profession, what led him to come up with such a unique marketing angle, and how the immediate success they had required them to scale operations quickly. David and I also talked more broadly about the role of trial lawyers in our country and economy, and how his law practice will need to change to adapt in the near future. T...
2025-03-1046 minP&L: Priorities & LifestyleImplement EOS, Accelerate Your Growth (with Gary Leeman) Gary Leeman implements EOS, Entrepreneurial Operating System, in growing and scaling businesses to help them accelerate that expansion. He joined me on this episode of P&L to share what he sees in these businesses, why EOS is right for them, and when he knows a business is in the right spot to take off. We also discussed the downstream effects of implementing EOs, which include retention and acquisition of talent. The top people want to work at well-organized companies, and Gary helps companies get organized. Tune in this week on P&L to learn about implementing...
2025-02-2758 minP&L: Priorities & LifestyleBetter Cars Lead To Better Lives (with Michelle Corson) Michelle Corson, CEO of On The Road Companies, joined me this week to share how she started a company that empowers disadvantaged people with better transportation options. Since then, her companies have expanded greatly, and she joins me to talk about the social and financial goals behind what she does. We talk about the way that credit and loans have evolved over the last century, including the pervasiveness of predatory loans, and how that affects the affordability of transportation and housing. Michelle and I also discuss what it means to be a financially-sustainable social solution and why that’s im...
2025-02-1251 minP&L: Priorities & LifestyleLeading As A Woman In A Male-Dominated Industry (with Colleen Keyworth) Colleen Keyworth, Director of Sales & Marketing for Online Access, joined the show this week to share her perspective on the HVAC industry, what it’s like to lead as a woman in a male-dominated industry, and focusing on long-term growth with her marketing clients. As the director of sales for a marketing company for HVAC contractors, Colleen has a unique view of the industry and what makes the trades so different from other industries in terms of marketing. We also discussed navigating growth in the market and how she always focuses on long-term retention instead of short-term gains. Colleen al...
2025-01-3053 minP&L: Priorities & LifestyleMaking Your Business More Sustainable (with Mark Bischoff) In a constantly changing industry, how do you stay afloat in the longterm? Mark Bischoff, President/CEO of Starnet Worldwide Commercial Flooring Partnership, joined me to share his thoughts. We discussed why it’s so crucial to have a diversified client base, intentionally networking and building a community, and why a “team selling” strategy is more sustainable in the longterm. Mark also shares his thoughts on how to deal with industry and market trends that can disrupt your business. Tune in this week on P&L to learn about building a sustainable business! Contact...
2025-01-1654 minP&L: Priorities & LifestyleRecruiting In The Trades (with John Sherk) We’re kicking off 2025 with a relevant topic in today’s economy: recruiting in the trades, and how we overcome skilled labor shortages. John Sherk, owner of Operations Laboratory, joined me to share his perspective on the right ways to recruit and scout new talent, why companies should avoid attracting talent solely off wages, and how the recent market shifts have affected the industry. We also talked about the massive shift that’s happened in these industries in the last 5-10 years, and what John thinks the future holds as we head into this new year. Tune in thi...
2025-01-0255 minP&L: Priorities & LifestyleProper Business Etiquette In The Modern Workplace (with Robin Marriott) This week’s episode of P&L is a bit unique but still very relevant to anybody in business: I invited Robin Marriott, founder of Manners Mean Money, to share with me why manners and etiquette are still so important in business. As business dress codes have been less strictly enforced and the younger generations enter the workforce, proper manners may seem to be something that we used to do in business. But, even though social norms have changed, there will always be a place for courtesy and respect. Robin shared with me some practical tips to keep in mi...
2024-12-0556 minP&L: Priorities & LifestyleAdapting To Change In Real Estate Development (with Kim McCaslin) If there’s one certainty in real estate, it’s that it never stays the same. Kim McCaslin, VP at M.R. Development, joined me this week to talk about her 30 year career in real estate development. We discussed how she got into it, what it’s like to run a generational real estate business, and how she quickly became a “deal junkie”. We also talked about some of the major industry shifts that have happened in her career, and how zoning laws have played a huge part in real estate development. Finally, Kim and I discussed why real estate dev...
2024-11-2145 minP&L: Priorities & LifestyleThriving In An Ever-Evolving Industry (with Brian O'Neil) Brian O’Neil is the CEO of Industrial Power LLC, a business his father founded and he successfully runs today. Brian and I talked about the differences between selling vehicles to consumers and businesses, what he learned from the Air Force that still impacts the way he does business today, finding his way to this industry, and taking over his father’s business. He also has to deal with challenges unique to his industry, like changing technologies and managing inventory, and we dive into the strategies he’s implemented that have worked in the past few years and during COVID...
2024-11-0643 minP&L: Priorities & LifestyleRunning A Research-Based Business (with Peter Bendor-Samuel) Peter Bendor-Samuel, CEO of Everest Group, joined me this week to talk about his journey to North Texas and how that impacts his current business, what it’s like running a research company, and how he’s scaled his business. We discussed what makes research-based companies so unique and why Peter needed to recognize his own limitations to be able to scale properly, including hiring people who are smarter than him. We also discussed entrepreneurship and why it’s crucial that you only start a company if it’s “burning to get out”. Join us this week on P&L to le...
2024-10-2452 minP&L: Priorities & LifestyleScaling A Franchisee Business (with John Schissler) John Schissler, owner/CEO of J&M Hospitality, through which he operates several franchises of Chicken Salad Chick, joined me this week to cover a type of business I’ve barely talked about in the past 70 episodes: franchisee businesses. John shared how he got involved in the venture in the first place, what makes franchisee businesses so unique from traditional businesses, and the benefits and disadvantages of working under a main corporation. We also talked about the importance of investing in the properties that his franchises sit on and how he sees his business evolving in the coming years....
2024-10-1050 min
Harris and Trump - Podcast InterviewsTrump on Andrew Schulz’s Flagrant with Akaash SinghTrump on Andrew Schulz’s Flagrant with Akaash Singh Play in new window
2024-10-0900 min
Unexpected Hobbies of Financial AdvisorsCarving Decoys with Rob SchulzThe Art of Duck Decoy Carving with Financial Advisor Rob Schulz
In episode 19 of 'Unexpected Hobbies of Financial Advisors,' hosts Brian and Joshua sit down with Rob Schulz, founder and owner of Schultz Wealth, who indulges his passion for duck decoy carving. Rob shares how this unexpected hobby, rooted in his family legacy of duck hunting, helps him balance his life outside the financial world. The discussion delves into the intricacies of duck hunting, the art and process of creating and painting decoys, and how these skills mirror those needed in financial planning. Rob also touches...
2024-10-0747 minP&L: Priorities & LifestyleFinding Purpose As Entrepreneurs (with Jess Stewart) Jess Stewart, founder/CEO of Jess Stewart LLC, joined me this week to share some of the lessons that she teaches entrepreneurs. Jess grew up with a military father that instilled in her drive and that giving up was never an option, and she took that attitude and used it to build a successful medical billing company. Now, Jess uses all the lessons that she’s learned in her career to help entrepreneurs, including what their mindset needs to be and how to build companies the right way. Join us this week on P&L to learn ho...
2024-09-261h 11P&L: Priorities & LifestyleCommunicating Effectively In Sales Conversations (with Tiffany Koettel) This week, we dive into the sales world with special guest Tiffany Koettel. Tiffany is the president of Growth Mindset Sales and has 25 years of sales and sales leadership experience. We discuss the right and wrong ways to approach sales as a newcomer, the importance of having the right mindset, and why it’s so important to treat others as they’d like to be treated. Tiffany also shared some interesting tips on non-verbal communication techniques, like “matching” and “mirroring”. We also talked about what it means to have a sales approach and qualify your prospects, just like they qualify you...
2024-09-1254 minP&L: Priorities & LifestyleThe Difference Between Management and Leadership (with Lisa Harrington) Lisa Harrington, Founder/CEO of Abiding Strategy and former guest of the show, joins me again this week to talk about what it means to be a leader, and how that’s different from just managing a business. We discussed the transition from being an entrepreneur with no or few employees to leading an entire team, how to learn when to delegate, and the importance of being self-aware of your limitations as a leader. Lisa also talked about how she speaks with leaders about taking care of their own mental and physical well-being, and just how much that plays in...
2024-08-2944 minP&L: Priorities & LifestyleHow To Prepare Your Business To Be Sold (with Steve Conwell) Steve Conwell, Founder/CEO of Final Ascent, joined me this week for a conversation all about optimizing your business’s exit strategy. Steve actually went through a business sale himself years ago and realized that their strategy wasn’t the best and, had he known what he does now, the sale would’ve gone so much smoother. So, Steve founded Final Ascent, where he now works with business owners years ahead of selling their businesses to make sure they’ve got all their ducks in a row when it comes to sellability. Steve actually recommends starting to prepare to sell you...
2024-08-1553 minP&L: Priorities & LifestyleThe Challenges Of Global Manufacturing (with James Sellers) James Sellers returns to the show to briefly discuss what’s been going on with his business Sellmark before we dive into the main topic of this week’s episode: the challenges of global manufacturing. James shares why he has to constantly follow geopolitical news and how recent wars have impacted his business, and also shares his perspective on the potential of America leaning into incentivizing domestic production over international. James and I also discussed how he manages business relationships with his international manufacturers and his process for ensuring quality. Join us this week on P&L to l...
2024-08-0154 minP&L: Priorities & LifestyleNegotiating Business Sales - The Right Way (with Pete Benenati) Pete Benenati, founder of Benenati Law, brings over 30 years of experience to the current business transaction market. Pete represents both buyers and sellers and has learned over the years the best ways to make sure the deal works out smoothly for their clients, including a huge focus on tax planning throughout the entire process. Pete and I discussed the current business sales environment, how it’s changed over 30 years, and how current tax laws affect sales. We also talked about the best ways for business owners to negotiate their post-sale compensation, including salary, if they choose to continue to wo...
2024-07-1856 minP&L: Priorities & LifestyleTaking Over The Family Business (with Eric Wessinger) Eric Wessinger successfully managed a family business transition at Richards Supply over the course of around 10 years. His journey with the company began as a summer job, involving various roles while growing up, before he pursued a different career path for about a decade. Returning to Richards Supply with newfound perspective and experience, Eric now shoulders the responsibility of maintaining the family legacy and ensuring its success. When Eric returned to Richards with the intention of leading it, there was obviously a bit of employee resistance to the idea of the owner’s son taking over. To add...
2024-07-0450 minP&L: Priorities & LifestyleThe Genesis Of WeBuyHouses.com (with Jeremy Brandt) Jeremy Brandt joined me on the show this week to talk about what it was like to create a household name in WeBuyHouses.com. We talked about what led him to flipping houses in the first place, how he realized that scaling it could work on a national scale, and we also dove into the cyclical nature of the industry. Jeremy’s survived multiple housing industry crashes and shares what strategies he uses in downturns to minimize losses and set himself up for success. Finally, we discussed franchising, why it was the right choice for his business, and what it...
2024-06-0649 min
Fly Fishing Consultant PodcastA Cast Away in Montana & Upper Michigan Stories With Tim SchulzAuthor and electrical engineer Tim Schulz joins Rob for this informative episode. Our first podcast interview about Michigan's Upper Peninsula. Tim live's in the snowiest part of Michigan, on a peninsula, surrounded by fish. The first half of the episode is Tim's stories of fishing his unique home waters which include numerous species including lake-run migratory brook trout. Part two is all about Tim and his writing. He has a new book out about his introduction to fly fishing in Montana and the trout bum life out west. This is a sodium free podcast as Tim has not yet...
2024-05-3059 minP&L: Priorities & LifestyleThe Evolution Of Digital Marketing (with Brad McCormick) Brad McCormick, Principal at 10 Louder, joined Rob in the Schulz Wealth office to discuss all things digital marketing, including answering some common questions business owners have towards marketing. How do you start marketing if you haven’t before, and how much do you spend? How do you track success? And why should you continue to invest in marketing, even if it’s working? As Brad says in the episode, marketing is like the fuel that keeps an airplane in the air, and in the modern world, a business without marketing is gonna have a really tough time taking off. Join...
2024-05-2356 minP&L: Priorities & LifestyleTransitioning Your Business To ESOP (with Chris McKee) Chris McKee returned to the show to discuss the recent transition of his company, Venturity, into an ESOP model. Rob and Chris discussed what it means to have a company be employee owned rather than selling to private equity, why it’s so impactful for employees to be able to build wealth within their careers, and how the process went. Rob and Chris also talked about why business owners need a team around them that can work well with each other in supporting the needs of the business. Join us to learn why ESOP is such a great option fo...
2024-05-0859 minP&L: Priorities & LifestyleThe Life Of A Serial Entrepreneur (with Bob McCarthy) Bob McCarthy, a serial entrepreneur in a few diverse fields, joined me for a conversation on why he became an entrepreneur in the first place, what led him to sell his first company, and so much more. Bob was already hugely successful in his 30s, and we talked about what led him to continue his entrepreneurial pursuits even when he didn’t need to. We also talked about when he knew he needed to sell, when he decides to start delegating, the huge importance of a great GM, and what it was like to sell a company and go th...
2024-04-2558 minP&L: Priorities & LifestyleBusiness Insights From An Olympic Gold Medalist (with Adam Kreek) Adam Kreek, a Canadian Olympic gold medalist rower, competed in the heavyweight division at the 2008 Beijing Olympics and has since become a coach for high-performing executives and organizations. As if his Olympic gold medal wasn’t impressive enough, Adam also rowed across the Atlantic Ocean! He’s a supremely motivated athlete and person, and there are numerous parallels to draw between his athletic mindset and the mindset needed to win in business. Join Rob and Adam this week for a conversation on what it takes to make it to the Olympics, and what it takes to be...
2024-04-111h 02P&L: Priorities & LifestyleWhat It Means To Sell Your Business (with Dane Craig) Dane Craig is the founder of Dakota Distributing, a company he recently sold after over two decades. Rob and Dane focused on what it means to sell your business, how he came to that decision, and what it’s like for him in this post-sale environment. Craig affirms the importance of not only maximizing profits but also of building relationships within the industry, a factor that significantly contributed to his successful business transaction. One of Dane’s top priorities was his employee’s wellbeing, and his ability to still have a role at the company even after selling. Join Rob an...
2024-03-2750 minP&L: Priorities & LifestyleThe Spine Surgery Guarantee With Jamie Rindler Jamie Rindler, founder and president of Marvel Group, has spent the last decade specializing in the business of spine surgery, despite not being a doctor himself. His history with and perspective on the industry led to the Marvel Group's patient-centric spine surgery program and business practices, a unique and successful approach in the medical industry. Rindler's experience in the spinal surgery space led him to create a program that facilitates partnerships between hospitals and private practice spine surgeons, attracting new patients with a unique "patient promise" - a surgery guarantee that covers a patient's out-of-pocket expenses if they require...
2024-01-1146 minP&L: Priorities & LifestyleThe Emotional Impact of Wealth Planning With Cindy Arledge Cindy Arledge, a second-generation commercial real estate investment entrepreneur and family matriarch, has extensive experience in the family planning industry and a unique perspective on wealth management and family relationship nurturing. Arledge believes that successful wealth transfer across generations requires proper training, a strong family culture, and a focus on preserving family relationships. Her perspective is shaped by personal experiences, including the loss of a relationship with her brother due to shared inheritance, which led her to study the right way that wealth should be transferred between generations. Join Rob Schulz and Cindy Arledge on this episode of the...
2023-11-3058 minP&L: Priorities & LifestyleChef Forrest "Gump" Parker: Founder And Culinary Evangelist Chef Forrest “Gump” Parker, a renowned culinary expert, has made significant contributions to the vibrant food scene in Charleston, South Carolina, through his influential culinary tours. With experience gained from working with some of the most prominent figures in the culinary world, Chef Parker has developed a unique perspective on the connection between food and history in the city. This perspective led him to create Undiscovered Charleston, a food tour that combines exploring the city's historical sites with discussions about Charleston's culinary traditions. Join Rob Schulz and Chef Forrest Parker on this episode of the Priorities and Lifestyle podcast to l...
2023-11-0948 minP&L: Priorities & LifestyleStarting The Entrepreneurial Journey During Covid with Will Young Will Young of Aerowave Technologies joins the show to dive into the importance of customer focus for business success. Discover how he expanded the company's product line to include safety and security solutions, positioning them for future growth, and why he believes that spending at least 40% of your time with clients is crucial for learning your industry. Young also highlights the value of staying adaptable to meet the evolving demands of customers. Join Rob Schulz and Will Young as they delve deeper into these topics and more on this episode of the Priorities and Lifestyle podcast.
2023-09-2850 minP&L: Priorities & LifestylePersonalized Banking Services for High Net Worth Individuals With Bill Kresser Bill Kresser is a seasoned private banker at Origin Bank, with over two decades of experience providing tailored banking services and strategies to high net worth individuals and business owners. Kresser's perspective on private banking services and strategies is shaped by his focus on providing high touch, personalized services to his clients, simplifying banking processes, and a huge emphasis on convenience for the client. He takes a conservative approach when it comes to lending for investments such as rental properties, ensuring that the cash flow makes sense and considering potential regulatory risks. Kresser also highlights the availability of unsecured...
2023-09-1452 minP&L: Priorities & LifestyleThe Power of Autonomy in EOS Companies with Jeff Schafer Jeff Schafer is a seasoned entrepreneur with a strong background in simplifying processes, building trust, and autonomy. He believes that entrepreneurs are deeply invested in their companies and are willing to put in the necessary effort to succeed. By focusing on defining their vision, working with discipline and accountability, and ensuring team health, Schafer helps entrepreneurs simplify their businesses. Jeff is a strong believer in the EOS system and as an EOS implementer works to help entrepreneurs take the next step in their business. Join Rob Schulz and Jeff Schafer on this episode of the Priorities and Lifestyle podcast to...
2023-08-3151 minP&L: Priorities & LifestyleFrom Corporate Executive to Business Owner with Matt Krzysiak Matt Krzysiak is the founder of Crest Solutions Group, an organization that helps its clients unlock their business’ potential by turning data into actionable information. Matt is a proven dynamic business leader, problem solver, and communicator known for delivering results. Before founding Crest Solutions Group, Matt held several C-suite and senior executive roles in several companies: Senior Vice President of Administration at USHEALTH Group, CEO of the National Motor Club Holdings, Inc., and Director of Information Systems at Specialized Association Services, Inc. He is also the former owner and director of MARTEX Software. Matt holds a degree in Electrical En...
2023-08-021h 03P&L: Priorities & LifestyleAccelerating Sales with Pete Essex Pete Essex is the Outscored VP of Sales at Sales Xceleration, a business and consulting services company and pioneer in outsourced sales leadership. With over 25 years of experience as a Vice President of Sales for Fortune 500 and start-up companies, Pete has established and rebuilt sales teams from the ground up. Using the Sales Xceleration process, Pete helps sales organizations identify trends and enhance and develop sales teams and sales strategies to execute their sales growth metrics. Pete holds a BA in Chemistry from the University of Texas at Austin and earned his MBA from Jones International University. He is...
2023-06-2949 minP&L: Priorities & LifestyleA Strategic Framework for Taking Your Business to the Next Level with Lily Tapia Lily Tapia is the founder and CEO of Exelvest Partners, a team of seasoned executives, finance professionals, and successful entrepreneurs who are passionate about growing companies and creating value. A creative corporate finance executive, Lily has over 30 years of experience in early-stage investing, private equity, commercial and private debt, and mergers and acquisitions. She has worked with hundreds of entrepreneurs throughout her career, helping them achieve successful growth and exits. Before founding Exelvest, she served as the Senior Vice President of Merrill Lynch, where she worked for over 17 years. She holds a Master of Business Administration degree from Florida...
2023-06-0644 minP&L: Priorities & LifestyleCreating the Best Business to Work In with Ross Paterson Ross Paterson is a performance and leadership coach. He is also the President of XM Performance, a consulting, training, and coaching firm that helps small- to mid-sized businesses accelerate their growth. Ross has over 30 years of experience leading, coaching, and teaching in a wide range of environments. He formerly served as the Company Commander of the US Army’s 101st Airborne Division and a general manager at General Electric. In addition to his work at XM Performance, Ross is the founder and Director of Global Fusion, an international development non-profit. He holds a degree in Mathematics from James Madison Un...
2023-05-161h 06P&L: Priorities & LifestyleSelling a Business, Timing, and Recessions with Brad Purifoy Brad Purifoy is an investment banker who serves as the Managing Director and Principal of Corporate Finances Associates Worldwide. With over 30 years of executive experience in the industry—including Fortune 500 corporate finance and Big 4 public accounting—Brad is a recognized expert in many transactions and was honored as the Sole 2013 finalist for the Dallas Business Journal Merger and Acquisition Awards Investment Banker / Intermediary of the Year. His transactions include full company sales, recapitalizations, senior lending, stock sales, and mergers. Before joining Corporate Finance Associates Worldwide, Brad was the Senior Vice President for BKD Corporate Finance and Managing Director for West...
2023-04-2549 minP&L: Priorities & LifestyleTransactions, Estate Planning, and Buy-Sell Agreements with Pete Benenati Pete Benenati is a lawyer board-certified in estate planning and probate law by the Texas Board of Legal Specialization, and is licensed in Texas, Arkansas, New York, and Nevada. His firm, Benenati Law, is located in Bedford, Texas, and focuses on business, tax, estate planning, and the negotiation of business sales and executive compensation. Throughout his 30-year practice, Pete has served various clients, from small, closely-held family ventures to multimillion-dollar corporations, entity formation, and buy-sell agreements. Pete earned his Bachelor of Arts degree from Queens College in New York, his Juris Doctor degree from Syracuse University, and his Master...
2023-04-1147 minP&L: Priorities & LifestyleThe Secrets to Successful Business Buying and Selling with Alex Vantarakis Alex Vantarakis is a serial entrepreneur and national authority on mergers and acquisitions. He is the founder and President of The Vant Group, an industry-leading company that plans and supports business transfer transactions for a diverse client base. Since its foundation in 1999, The Vant Group has consistently outperformed industry averages along every performance metric in the mergers and acquisitions industry. In addition to his work at The Vant Group, Alex is the owner of Thornhill Catering in Dallas, Texas. He holds a Master of Business Administration degree from the Babson F.W. Olin Graduate School of Business and a...
2023-03-2855 minP&L: Priorities & LifestyleWired to Win in Business and Life with Rob Knight Rob Knight is the owner and CEO of the Independent Buyers’ Company, a full-service buying organization with over 6,500 members and 7,400 stores across 25 states in the country. Rob became part of the Independent Buyers’ Company in 2010 and served as its Vice President and co-owner before becoming its full owner in 2016. Prior to this, Rob worked with The Coca-Cola Company as Vice President - Brand Manager, a role in which he oversaw the company’s Fuze and NOS beverages, and with Rockstar Energy Drink as Senior Vice President. He is also the former Vice President for National Accounts - Small Format at Dr...
2023-03-0238 minP&L: Priorities & LifestyleIncreasing Company Valuation with Brandon James Brandon James serves as the Vice President for the Valuation Advisory team at Stout, a global investment bank and advisory firm that specializes in corporate finance, valuation, financial disputes, and investigations. Brandon has over ten years of experience providing service to publicly-traded and privately-owned companies on valuation-related matters—these include intangible assets, financial instruments, tax reporting, and mergers and acquisitions. From 2020, Brandon worked as the Vice President of Vantage Point Advisors until the organization joined Stout in 2022. He graduated summa cum laude from The University of Texas at Dallas with a Bachelor of Science degree in Finance. ...
2023-02-1450 minP&L: Priorities & LifestylePerformance, Pain, and Purpose with David RutherfordDavid Rutherford is the owner, Lead Instructor, and Curriculum Developer of Froglogic Institute, an online education company that specializes in all subjects relating to and within the human condition. David—a former Navy SEAL, CIA instructor, and World Championship Performance Coach—has over 30 years of experience exploring human performance and team orientation. He is an expert on individual motivation, operational mindsets, and elite performance within extreme environments, and helps individuals and teams increase commitment, focus, and awareness of personal limitations and perceived potential. David joins me today to discuss the relationship between performance and pain. He de...
2023-01-311h 05P&L: Priorities & LifestyleThe Future is Web 3.0 with Hamiz Mushtaq AwanHamiz Mushtaq Awan is the founder of Plutus21 Capital, a quantitative and fundamental investment firm dedicated to opportunities in the next generation of the internet. Hamiz and the Plutus21 team combine data science and tech with their investment experience to create a proprietary adoption index for investing in adoption leaders and their fastest-adopted competitors. With over a decade of experience investing in alternatives across multiple countries, Hamiz is regarded as an expert on emerging markets, alternative investments, and entrepreneurship. He graduated from Southern Methodist University as a Don Jackson Fellow and holds a degree in Finance. ...
2023-01-171h 02P&L: Priorities & LifestyleHow We Make Long-term Decisions in This Economy with Austin SmithThe 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 good call under these conditions, but you can mitigate some of the risks if you know where to put your money. How do you make sound financial decisions in this market? What are some best practices when investing during these times? In this episode, Austin joins me to discuss the market and why we’re still bearish. We explain the d...
2022-12-2037 minP&L: Priorities & LifestyleOffice Culture and Real Estate Advice with David WaltersDavid 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 experience in real estate, focusing on tenant reputation, consulting, government services, higher education, and consulting. He is a recognized expert in acquisitions, dispositions, and financial consulting. David joins me today to describe how his career in real estate began and how the pandemic affected CBRE. He offers actionable advice for those interested in investing in real estate. He discusses risk management and why crashes a...
2022-12-0648 minP&L: Priorities & LifestyleRetirement Planning at 55 and Up with Marcia MantellMarcia 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, letting retirees enjoy the second half of their lives as worry-free as possible. Marcia is also behind Boomer Retirement Briefs, a blog that explores how the Boomer generation is changing our perceptions of retirees and retirement living. Marcia joins me today to describe the right time for leaders to plan for retirement, whether it means selling their business or having a succession plan. She explains the different r...
2022-11-1557 minP&L: Priorities & LifestyleStarting from Less than Zero with the LoftonsChris 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 complete landscaping services and uses cutting-edge technology to take clients on 3D walk-throughs of their dream projects. What separates Chris and Stephanie from other business owners is how they were both incarcerated and had to work their way up with an X on their backs. Because of the challenges of finding new life after prison, they prioritize hiring employees who are seeking a second chance at everyday life.
2022-11-0239 minP&L: Priorities & LifestyleTaking Risks and Being Accountable for Your Family Business with Jordan JaysonJordan 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 charge of overseeing its strategy, vision, and change management implementation. Before becoming the company head, Jordan earned over a decade’s experience on Wall Street, managing various portfolios and trading on behalf of large companies. Jordan joins me today to describe what US Energy Development Corporation is and how he transitioned to becoming its CEO. He shares what it was like grow...
2022-10-181h 02P&L: Priorities & LifestyleMaking a Charitable Impact for Your Exit Strategy with Stan Ninemire and Amanda LewisAmanda 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 is the Director of Charitable Gift Planning and assists clients with philanthropic advising and solicitation of donor prospects. Stan Ninemire is the company’s Chief Investment Officer with extensive experience in all aspects of operations, accounting, finance, and supply chain management. Amanda and Stan join me today to describe how the North Texas Community Foundation allows clients to make an impact with their money before or afte...
2022-10-0433 minP&L: Priorities & LifestyleGetting the Right Insurance for Retirement and Security with Jon ThurmondJon 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 managing partner, Jon was a full-time insurance agent from 2005 to 2019. This experience allowed him to specialize in cold-calling, direct sales, and customer relations. Jon earned a Bachelor’s degree in Business Administration and Management from Southern Adventist University. Jon joins me today to describe the importance of finding the right insurance product that meets your current and future needs. He shares his book-selling experience and rec...
2022-09-2053 minP&L: Priorities & LifestyleIdentifying Your Business' Market Value with Pam VincentPam 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 spent in the technology industry across various leadership roles. As part of Transworld Business Advisors, she specializes in business valuation, closings, asset sales, and mergers and acquisitions. Clients recognize Pam as an expert in creative business structuring and business alliances. Pam joins me today to describe her transition from Corporate America to entrepreneurship and where her passion for helping business owners started. She explains t...
2022-09-0643 minP&L: Priorities & LifestylePreparing for Adversity with Jim LanterJames “Jim” Lanter is an attorney-at-law. He serves as an advocate, advisor, and counselor for small to midsize businesses. With over 35 years of experience, Jim has handled matters concerning commercial litigation, trying arbitrations, and lawsuits from a state and federal level. Jim helps business owners protect their assets and companies, especially in preparation for events that may ignite conflicts in ownership and management. Jim joins me today to discuss how business owners should prepare when something goes wrong with their company. He explains the importance of legally setting up your company and why multi-partner businesses are mo...
2022-08-2344 minP&L: Priorities & LifestyleAppreciating the Luck that Comes with Success with Jay HolstineJay 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...
2022-08-0933 minP&L: Priorities & LifestyleReassuring Our Clients during Tough Times with Austin SmithThe 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...
2022-07-2623 minP&L: Priorities & LifestyleWhat It Means To Be An Entrepreneur with James LoomsteinJames 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. H...
2022-07-121h 02P&L: Priorities & LifestyleWhat To Do With Your Property in Today’s Economy with Mark CabalMark 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 w...
2022-06-2842 minP&L: Priorities & LifestyleMentoring Your Career and Humanity with Burt HicksBurt 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 pr...
2022-06-1450 minP&L: Priorities & LifestyleBuilding an Efficient HR Team with Jennilee AutryJennilee 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 s...
2022-05-3153 minP&L: Priorities & LifestyleNever Stop Planning Your Finances with Kevin KennedyKevin 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...
2022-05-1750 minP&L: Priorities & LifestyleRunning Everything on the Cloud with Kelly HerrodKelly 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...
2022-05-0340 minP&L: Priorities & LifestyleFamily Transitions from the Perspective of the Next Generation with Chad BruceChad 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...
2022-04-1952 minP&L: Priorities & LifestyleCreating Value in Your Business with Georgine MuntzGeorgine 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 cr...
2022-04-0538 minP&L: Priorities & LifestyleProtecting Your Business from Cyberattacks with Michael YoungMichael 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...
2022-03-2251 minP&L: Priorities & LifestyleUsing Data To Promote Driver Safety with Rick LarkinRick 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 ju...
2022-03-0850 min
Strap on your BootsHow to Transition out of your Business with Rob SchulzIn this episode I speak to Rob Schulz who is a wealth manager & financial planner about how to sell your business and transition to something new. He says most people don't know where to start or when to start. Some business owners make the wrong decision when selling their business because their skillset doesn't help with the actual transaction. A lot of business owners also regret selling their business or don't have a plan for the future. Rob touches on the fact that some business owners hesitate to sell because they're afraid the new owner won't do the business...
2022-03-0816 minP&L: Priorities & LifestylePlanning for Your Business Transition with Trey DacyTrey 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 i...
2022-02-2258 minP&L: Priorities & LifestyleLife as an IRS Agent with Gil VollmeringGil 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...
2022-02-0857 minP&L: Priorities & LifestyleThe Seller's Journey with Denise LoganDenise 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 ex...
2022-01-2454 minP&L: Priorities & LifestyleHow to Guarantee a Successful Transition with Casey CampbellCasey 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...
2022-01-1042 minP&L: Priorities & LifestyleRepeatable Acts of Success with Ken StiblerKen 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 t...
2021-12-2137 minP&L: Priorities & LifestyleBecoming Comfortable with Selling with Layne KasperLayne 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...
2021-12-0727 minP&L: Priorities & LifestyleBoosting Your Business Credibility with Chris McKeeChris 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 acco...
2021-11-1543 min
Average Joe Finances67. The Importance of Cash while Investing with Rob SchulzSend us a textJoin Mike Cavaggioni with Rob Schulz on the 67th episode of the Average Joe Finances Podcast as they talk about what financial planning achieves, why you should have a line of credit prepared anytime, how short-term biases affect our finances today, and so much more. After they share the schemes that fit folks who are averse to investing, Rob speaks about the asset classes he invests in and explains why it's vital not to put all your eggs in one basket, plus the tips he can impart to investors who are just getting...
2021-11-0747 minP&L: Priorities & LifestyleBreaking The Barriers That Hinder Business Expansion with Dr. Randy HamiltonDr. 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 t...
2021-11-0148 minP&L: Priorities & LifestyleAn Exit Strategy is A Good Business Strategy with Tom BronsonTom Bronson is the President of Mastery Partners, a company that helps business owners smoothly transition their business and define the ultimate exit strategy that fits their terms. He is the author of Maximize Business Value: Begin with the Exit in Mind, a book that outlines the process of building business value and preparing for an exit strategy from the perspective of a business owner. Tom is also the host of the Maximize Business Value podcast, a show for business owners who want to build long-term, sustainable value in their companies. In this episode, Tom joins me t...
2021-10-1845 minP&L: Priorities & LifestyleThe Ultimate Goal of Selling Your Business with Michael SweetMichael “Mike” Sweet is an attorney for Brackett & Ellis, a Fort Worth law firm that provides a wide range of litigation and transaction services. He has extensive experience representing clients in a variety of legal services, including estate planning and trust and estate tax. Michael has also been awarded Board Certification in Estate Planning and Probate by the Texas Board of Legal Specialization, a title achieved by no more than 10% of practicing attorneys in Texas. In this episode, Michael shares how business owners can prepare their business for the unexpected. He describes some of the ways a stro...
2021-10-0443 minP&L: Priorities & LifestyleMaking The Most Out of Your God-Given Opportunities with Odes MitchellOdes 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 prescription medications as well as supplements to doctors, pharmacies, and consumers. Unlike many of his peers, Odes had a humble start in life, working as a truck unloader in his youth and an airport baggage handler for fourteen years. A man of deep faith, Odes owes his success to the opportunities God sent his way, and it shows: the G in GM Pharmaceuticals stands for God, and M for Mitchell, because God comes...
2021-09-2031 minP&L: Priorities & LifestyleNavigating The Post-Pandemic Mortgage Industry with Shawn BroussardShawn 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 on being a preferred partner of the real estate community, with clients using their services for fast underwriting turnaround and shorter-than-average processing days. As CEO, Shawn strives to improve customer service by equipping his team with various tools and training. He says a happy team is what creates a culture of customer satisfaction. In this episode, Shawn discusses how he joined the mortgage industry and w...
2021-09-0634 minP&L: Priorities & LifestyleThe Stages of Entrepreneurship with James SellersJames 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, marketing, and distributing products in various outdoor categories (such as night vision, laser sights, tactical scopes, camping kits, and first aid kits.) James’ decades of experience in the art of selling have allowed him to specialize in branding strategy, product development, sales management, public speaking, and strategic planning. James is also a Founding Board Member of the Southwest MERIT Association, a non-profit organization of business leaders that focuses on promoting indust...
2021-08-2350 minP&L: Priorities & LifestyleInvesting in an Opportunity Zone with Brandon JonesBrandon 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 industries including aviation, financial services, healthcare, investment management, and sports. Brandon has over 20 years of experience working with clients in many industries and different types of business entities, from corporations and partnerships to LLCs and MLPs. He is also an expert attorney in the Opportunity Zone space, serving as a popular speaker on the topic all over the country. In this episode, Brandon sh...
2021-08-0935 min
Maximize Business Value PodcastRob Schulz - Thoughts On Things Financial (#69)On this episode of the Maximize Business Value Podcast, host Tom Bronson speaks with guest Rob Schulz, CFP - President of Schulz Wealth. The two discuss jarring statistics about saving for retirement, and how a wealth manager can improve those stats for business owners. Rob’s book, Thoughts on Things Financial: Your Guide to a Chaotic Money World, is a wonderful asset for business owners as they navigate financially planning for their future. Listen now to advance your financial future!Rob Schulz is the founder and President of Schulz Wealth. Rob has found his true calling by be...
2021-08-0247 minP&L: Priorities & LifestyleTaking Time to Disconnect with Lisa HarringtonLisa 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 shift, vision mapping, management consulting, and brand strategy among others. She has over 35 years’ experience with coaching clients in executive positions. Lisa earned a Bachelor’s degree in Management from Ball State University and holds eight coaching and consulting certifications, including CPCU, CAM, CRIS, CAE, AAM, AAI, AIAM, and AIP. In this episode, Lisa shares why communication is at the core of her leadership coaching strategy. She de...
2021-07-1942 minP&L: Priorities & LifestyleTransitioning The Family Business During A Crisis with Jeff CraigJeff 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 mechanical packing using a variety of materials like rubber, foam, non-asbestos paper, fiber, and felt. Serving a wide range of clients in the oil, food, OEM, construction, and agriculture industries, the company has been known as “Your Sealing Source” for high-quality gasketing materials. Currently focused on spending his time with his young grandchildren, the company is now operated by Jeff’s son, Jeffrey, who managed the company through the trials and tribulations of 2020, at the...
2021-07-0540 minP&L: Priorities & LifestyleFrom Franchisee to Starting a Business During Retirement with Dan PhillipsDan 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 an ever-changing market climate. He has over 37 years of experience in business operations and financial accounting and held controller and management positions. He founded SIMDA Services Corporation shortly after selling his FASTSIGNS business franchise after 22 years. Dan also enjoys serving in his community, including being a core member of their local school board for over 12 years, participating in the Rotary clubs, and as a member of the Chamber of...
2021-06-2130 minP&L: Priorities & LifestyleBusiness Exit Strategy: Hiring an Investment Banker with Brad PurifoyBrad 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 Big 4 public accounting. He is a recognized expert in many transactions such as full company sales, recapitalizations, senior lending, stock sales, and mergers. Before joining Corporate Finance Associates Worldwide, Brad was the Senior Vice President for BKD Corporate Finance and Managing Director for Westlake Securities. In 2011-2012, he also served as chapter president and long-time board member of ACG. In this episode, Brad joins us to share how he...
2021-06-081h 02
The Jonnie Jensen ShowManage Your Money So You Make More with Rob SchulzWhen you manage your money well you will end up with more money. It is a painfully simple concept that a huge percentage of people never master. To be honest with you, it is a journey I am still on. It is not always exciting but the end result is....a healthy bank balance, no stress about finances, guilt-free holidays, and a retirement you can look forward to. Now that is the exciting part!Rob Schulz is a Dad, author, and seriously well-respected finance dude! Hearing his down-to-earth, real-life experiences is what we all need. Rob...
2021-04-291h 032021-04-0603 min
Rambling MindWhen to FIRE Your Financial Advisor | Interview with Rob Schulz of Schulz WealthToday we have a special guest that has a bunch more knowledge than I have years on Earth. Rob Schulz is the founder and President of Schulz Wealth. You served as a Surface Warfare Officer aboard the USS John Rodgers, a Spruance class destroyer. He finished writing his first book in 2020 called Thoughts on Things Financial: Your Guide to a Chaotic Money World which discusses all things Financial Planning and Asset Management. He has over 25 years of experience in Financial Planning and Advice. Most recently he was recognized by my peers as a 2019 Five Star Wealth M...
2021-03-0935 min