P&L: Priorities & Lifestyle Rob Schulz

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 through a divorce at the same time. Join us to learn what the life of a serial entrepreneur has been like for Bob! 
 
Contact Bob at rmmsenior@gmail.com
Join Entrepreneurs’ Organization at EONetwork.org
 
"It doesn't matter if you're 37 or 67. If you don't use your brain, it goes away." - Bob McCarthy
 
This week on Priorities Lifestyle:
Going From A Carpenter To A Serial Entrepreneur
Selling A Company At 37 And Starting Over
Building Multiple Successful Companies
Learning When To Start Delegating
Pushing Yourself To Go Farther, Even When You Don’t Need To
 
Our Favorite Quotes:
"The people in the trench always have the answer." - Bob McCarthy
“[You need to have] the courage to be able to just go and tackle hard stuff, you know, and fail a little bit along the way. So figure it out and do something amazing with it." - Rob Schulz
"I would never run more than one company at a time. You can't give each one a hundred percent of your time, and no one's going to run it as good as you. And so with that focus being gone, where it could have been or could go is taken away.” - Bob McCarthy
 
About Rob Schulz and P&L Priorities & LIfestyle Podcast
 
The P&L: Priorities & Lifestyle 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 rob.schulz@schulzwealth.com with questions and comments, or to schedule a one-on-one conversation. 
 
Follow Rob on LinkedIn
Follow Schulz Wealth on LinkedIn
Follow Schulz Wealth on Facebook
 
Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle
 
Subscribe to the podcast here:
Apple Podcast 
Spotify
Audible 
And, if you enjoy the show, please leave a review to help others discover the podcast.
*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.

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 a leader in your organization.
 
Contact Adam at https://www.valuesdrivenachievement.com/
 
"The gift of entrepreneurship and business building is personal development. It is perhaps the most intense form of personal development that might exist on this planet." - Adam Kreek
 
This week on Priorities Lifestyle:
Rowing in the Beijing Olympics
The Atlantic Ocean Rowing Project
The Power of Teamwork
Why Family Support Is So Crucial, In Sports And Business
Why Teams Inspire Us To Push Ourselves Further
 
Our Favorite Quotes:
“The hard thing about business is hard things. And what makes business the hardest is learning how to lead and manage and work with other people." - Adam Kreek
“I've done a lot of athletic competitions in the past. I still find that within business and the mental accomplishments and trying so hard within a team, trying to achieve something can still be very hard and very exhausting.” - Rob Schulz
"Stress is neither good nor bad, but thinking makes it so." - Adam Kreek
"It's about aligned values. It was about having difficult and long conversations and finding common ground. It's about teamwork." - Adam Kreek
 
About Rob Schulz and P&L Priorities & LIfestyle Podcast
 
The P&L: Priorities & Lifestyle 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 rob.schulz@schulzwealth.com with questions and comments, or to schedule a one-on-one conversation. 
 
Follow Rob on LinkedIn
Follow Schulz Wealth on LinkedIn
Follow Schulz Wealth on Facebook
 
Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle
 
Subscribe to the podcast here:
Apple Podcast 
Spotify
Google Podcasts
Stitcher
Audible 
And, if you enjoy the show, please leave a review to help others discover the podcast.
*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.

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 and Craig for a post-entreprenurial-themed conversation this week on P&L!
 
Contact Dane at dane@dakotadistributing.com
 
"If I ever got to the point where I was just running a business status quo and I was just there pulling a paycheck and not contributing as much, it was time to put it in the hands of somebody else to take it to another level, because I did not want to be complacent and I did not want to be a drain." - Dane Craig
This week on Priorities Lifestyle:
Navigating The Sale of Businesses with Varied Assets
Getting Started In The Distribution Industry
Delegating Responsibilities for Company Growth
Timing and Valuation in Business Sales
The Entrepreneur’s Journey, Post-Sale
 
Our Favorite Quotes:
"If I failed as a result of good work ethic and decent business decisions, then it wasn't meant to be." - Dane Craig
"I think sometimes that transition after selling your business can [make you feel lost]. And then the best way to deal with it is to find something within your world that you can get excited about that fits within those boxes of what made you excited about getting in business in the first place." - Rob Schulz
“Well, if I went for top dollar and sold to one of my multinational, multibillion dollar companies, they could have swallowed us onto their platform and released some employees. Okay, Dane's pocketbook would have looked good, but Dane's mind would have messed up because I hurt a lot of people.” - Dane Craig
 
About Rob Schulz and P&L Priorities & LIfestyle Podcast
 
The P&L: Priorities & Lifestyle 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 rob.schulz@schulzwealth.com with questions and comments, or to schedule a one-on-one conversation. 
 
Follow Rob on LinkedIn
Follow Schulz Wealth on LinkedIn
Follow Schulz Wealth on Facebook
 
Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle
 
Subscribe to the podcast here:
Apple Podcast 
Spotify
Google Podcasts
Stitcher
Audible 
And, if you enjoy the show, please leave a review to help others discover the podcast.
*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.

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 an unplanned follow-up surgery within the first year. He believes this guarantee sets Marvel Group apart from other companies in the industry and brings much-needed business common sense into a convoluted industry. Join Rob Schulz and Jamie Rindler on this episode of the Priorities & Lifestyle podcast to learn more about this innovative approach.
 
Visit Jamie at marvelgp.com and add him on LinkedIn at https://www.linkedin.com/in/jamie-rindler-76ab2713/
 
"[As a spine surgeon], you can be a rockstar, or you could be less than [that]. No one knows. You get paid the same. And there's such a demand for these surgeons that you can go your whole entire career like that." - Jamie Rindler
 
This week on Priorities Lifestyle:
 
Hospitals’ Connections With Local Communities 
The Patient Promise Program
Challenges of Running A Spine Surgery Practice
What Surgeons Actually Take Home From Surgeries
Doctors As Business Owners
Starting a Business in the Health Industry
 
Our Favorite Quotes:
 
"A neurosurgeon might get like 900 to $1200 to do that brain surgery on you or your mom or your cousin or your friend, and then later in the day, your muffler breaks on your car and you take it down the street to get repaired, and they want two grand to replace your muffler. And your muffler comes with a warranty, and your brain surgery does not. And it doesn't add up." - Jamie Rindler
"I can affect change with what I do. I can't control who the president of the United States is. I can't control whether healthcare reform on a global level is successful or not. I can't control any of that. But what I can do is I can make a good living at what I do here. I can change what I can change. I can know what I know. I can work with humans and people and help people." - Rob Schulz
"The surgeon decides what medical device technology they're going to use, what biologics they're going to use, what time of day they're going to operate, what the treatment protocol is afterwards. There's a myriad of decisions that the surgeon makes. So it makes sense that the surgeon is the one who the guarantee is tied to." - Jamie Rindler
 
About Rob Schulz and P&L Priorities & LIfestyle Podcast
 
The P&L: Priorities & Lifestyle 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 rob.schulz@schulzwealth.com with questions and comments, or to schedule a one-on-one conversation. 
 
Follow Rob on LinkedIn
Follow Schulz Wealth on LinkedIn
Follow Schulz Wealth on Facebook
 
Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle
 
Subscribe to the podcast here:
Apple Podcast 
Spotify
Google Podcasts
Stitcher
Audible 
And, if you enjoy the show, please leave a review to help others discover the podcast.
*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opin

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 Priorities and Lifestyle podcast to learn more about her insights and experiences.
 
"One of the things I discovered in this process is that money is an amplifier of the relationship that we have with it." - Cindy Arledge
 
This week on Priorities Lifestyle:
 
Transferring Wealth Multi-generationally
The Emotional Significance of Inherited Possessions
The Human Factor in Wealth Planning
Creating a Culture of Learning and Legacy
Wealth Conversations that Destroy Family Relationships
Sentimental vs. Monetary Value
Teaching to Learn from Mistakes
 
Our Favorite Quotes:
 
"I think we do our kids and our grandkids a disservice if we don't communicate to them not only the great stuff we've done, but also some of the mistakes." - Rob Schulz
"Think about being a leader in your business and how you approach developing your staff. Imagine taking that into your home and developing your children's leadership abilities." - Cindy Arledge
"It's the conversations we aren't having that destroy relationships." - Rob Schulz
 
About Rob Schulz and P&L Priorities & LIfestyle Podcast
 
The P&L: Priorities & Lifestyle 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 rob.schulz@schulzwealth.com with questions and comments, or to schedule a one-on-one conversation. 
 
Follow Rob on LinkedIn
Follow Schulz Wealth on LinkedIn
Follow Schulz Wealth on Facebook
 
Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle
 
Subscribe to the podcast here:
Apple Podcast 
Spotify
Google Podcasts
Stitcher
Audible 
And, if you enjoy the show, please leave a review to help others discover the podcast.
*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.
 

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 learn more about what it’s like to be both a founder and a culinary evangelist.
 
"The first rule of startups is make something people want." - Chef Forrest Parker
 
This week on Priorities Lifestyle:
 
Being a Culinary Innovator
The Evolution of Charleston’s Dining Scene
The Connection Between Food, Culture, and History in Charleston
What It Took To Become A Culinary Tour Guide
Being A Founder In The Culinary Space
Becoming A “Culinary Evangelist”
 
Our Favorite Quotes:
 
"Our history is delicious." - Chef Forrest Parker
"I tell anybody that asks, I'm like, I'm better than anybody I know at making mistakes because I do it on a daily basis." - Chef Forrest Parker
"The problem before us today, as an industry is whether or not the kids want to show up to do the work." - Chef Forrest Parker
 
About Rob Schulz and P&L Priorities & LIfestyle Podcast
 
The P&L: Priorities & Lifestyle 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 rob.schulz@schulzwealth.com with questions and comments, or to schedule a one-on-one conversation. 
 
Follow Rob on LinkedIn
Follow Schulz Wealth on LinkedIn
Follow Schulz Wealth on Facebook
 
Order Rob’s book, Thoughts on Things Financial, on Amazon | Barnes & Noble | Kobo | iBooks | Kindle
 
Subscribe to the podcast here:
Apple Podcast 
Spotify
Google Podcasts
Stitcher
Audible 
And, if you enjoy the show, please leave a review to help others discover the podcast.
*You’re listening to P&L: Priorities & Lifestyle with your host Rob Schulz. Rob is the Founder and President of Schulz Wealth. All opinions expressed by Rob and his guests are solely their own opinions and do not reflect the opinions of Schulz Wealth. This podcast is for informational purposes only and should not be relied upon for investment decisions. Please refer to our website for more information: schulzwealth.com.