P&L: Priorities & Lifestyle

Rob Schulz
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  • UPDATED BIWEEKLY
P&L: Priorities & Lifestyle

P&L (Priorities and Lifestyle) Podcast with Rob Schulz is a show for business owners. Join us as host and financial planner Rob Schulz connects with business owners and experts to talk about business building, life, money — and the all-important transition out of the business, which is a challenge and an opportunity for everyone who steps on this path. See our disclosures here - https://www.schulzwealth.com/

  1. 1 DAY AGO

    Adapting 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 development is such a good investment opportunity. Join us this week to learn all about the real estate development industry!   Contact Kim at kim@mrdevelopment.net   "I think, in the current market, a big mental shift for everybody is required." - Kim McCaslin   This week on Priorities Lifestyle: Generational real estate business Adapting to changes in real estate The inherent risks/rewards in the industry How commercial/residential zoning has changed the industry over time Diversification through real estate investing   Our Favorite Quotes: "Every deal is a risk. Every single one. You're risking a lot every single time. But, you know, high risk, high reward. I'm a little bit of a deal junkie. I really do love the chase of it all." - Kim McCaslin "I think a lot of times we don't recognize these milestones in life; it's like, hey, I can do this now, you know? So then just go do it." - Rob Schulz "I just don't understand why we just can't be open to new ideas, we just can't. We all have to say the exact same thing." - Kim McCaslin   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.

    46 min

  2. NOV 6

    Thriving 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.  Join us this week to learn how to thrive in an evolving industry!   Contact Brian at briano@iptruck.com   "It's much easier to grow through acquisition. Where there's a team that's already built, there's a customer base in place, there's a facility that is ready to go." - Brian O'Neil   This week on Priorities Lifestyle: Focusing on long-term success Embracing changing technologies Taking over the family business successfully The difference between consumer and business dealerships Thriving in an evolving industry   Our Favorite Quotes: "It's the people. So having an exceptional team that can deliver exceptional service is how we're going to punch our ticket." - Brian O'Neil "A successful transition from a generational standpoint can take a lot of time." - Rob Schulz "We embrace the discomfort, we embrace the change. We are really built to turn on a dime with our team, take advantage of opportunities. Instead of fearing being uncomfortable, we embrace it." - Brian O'Neil   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.

    44 min

  3. OCT 23

    Running 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 learn about Peter’s journey with Everest Group!    Contact Peter at PETER.BENDORSAMUEL@EVERESTGRP.COM   “My advice to people is don't start a business unless it's burning to get out. But if it is, then you should go do it." - Peter Bendor-Samuel   This week on Priorities Lifestyle: Growing up in Brazil, the UK, and North Texas Transitioning To A Research-Based Business The Importance Of Hiring Smart People Scaling A Company, And Realizing Your Own Limitations Organizational Adaptation   Our Favorite Quotes: "Our form of research is to tell you what you need to know and help you explain it." - Peter Bendor-Samuel "It's about finding a way to develop something that never existed before." - Rob Schulz "You see your ideas working, or at least being shaped…I think there's a lot of satisfaction in all of those things." - Peter Bendor-Samuel   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.

    52 min

  4. OCT 9

    Scaling 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. Join us this week on P&L to learn all about franchising!    Contact John at www.jmhosp.com   "The franchise model, to have that in place where you're not on an island, you got 50 other owners and a whole corporate team dedicated to your success…it helps." - John Schissler   This week on Priorities Lifestyle: Why Working In A Franchise Is So Different Than Traditional Entrepreneurship Buying Property While Managing A Franchise How To Scale A Franchise Business The Limitations Of Operating Within A Franchise The Future Of Franchising   Our Favorite Quotes: "If I had known then what I know now, I wouldn't have even started." - John Schissler "I think it's true that entrepreneurs, for the most part, just don't truly recognize the risk that they're taking." - Rob Schulz "People love to be the one to discover a brand." - John Schissler   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.

    50 min

  5. SEP 25

    Finding 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 how to find purpose as an entrepreneur!    Contact Jess at jess@jess-stewart.com   "When you are a true serial visionary, you need to embrace it. Admit it to yourself. Call yourself a workaholic, whatever you want to call it, call it your identity." - Jess Stewart   This week on Priorities Lifestyle: Building A Successful Medical Billing Company The “Entrepreneurial” Mindset How To Build Business The Right Way Finding Purpose After Leaving Business The Importance Of Operational Leadership   Our Favorite Quotes: “Look at the divorce rates of serial visionaries and entrepreneurs, it's incredibly high. I consider myself so blessed to have married the man that I married. But It wasn't without work, it wasn't without commitment. We were both in this, and both committed to each other to make sure that this happened." - Jess Stewart "No amount of money in the world can take or take the place of your health." - Rob Schulz "I love to make money, and I think money is like a four letter word in our world today, and it's just not, especially coming from a woman." - Jess Stewart   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.

    1h 12m

  6. SEP 11

    Communicating 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.  Join us this week on P&L to learn all about how to sell!    Contact Tiffany at Tiffany.Koettel@sandler.com   "What propels you to succeed in sales can actually inhibit you from success in a leadership role." - Tiffany Koettel   This week on Priorities Lifestyle: Treating Prospects How They Like To Be Treated How To Mutually Qualify During A Sales Conversation What Are “Mirroring” and “Matching”? Planning A Strategic Sales Approach Mastering Non-Verbal Communication   Our Favorite Quotes: “Sell like you don't need the business, right?" - Tiffany Koettel
 "You need to be able to say no, but with grace, you know, and with respect."  - Rob Schulz 
"It's the platinum rule: treat others how they want to be treated." - Tiffany Koettel   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.

    55 min

  7. AUG 28

    The 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 into running a business. Join us this week on P&L to learn what it takes to be a leader!    Contact Lisa at lisa@abidingstrategy.com   "The day you buy the business or start the business is the day you start planning to sell the business." - Lisa Harrington   This week on Priorities Lifestyle: The Importance Of Being Authentic As A Leader Fostering Strong Connections In An Organization Leading Through Self-Awareness Why Leadership Is So Important To Success Learning How To Delegate Prioritizing Your Well-Being As A Leader   Our Favorite Quotes: "Our brain will hijack us sometimes when we feel a little threatened, and all of a sudden, all of our judgment goes out the window." - Lisa Harrington "The ideas and the creativity that come out of a team of people. you just, it's amazing. It takes your breath away."  - Rob Schulz “You probably need to think of the time that you have as a gift." - Lisa Harrington   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.

    45 min

  8. AUG 14

    How 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 your business at least 3 years ahead of the sale, and he walks me through his entire process and some key things to watch out for if you’re a business owner who wants to streamline your company.  Join us this week on P&L to learn what it takes to prepare your business to be sold!    Contact Steve at sconwell@finalascent.com    "Time kills deals." - Steve Conwell   This week on Priorities Lifestyle: Maximizing Mid-Market Business Values Preparing For Sales YEARS In Advance How Quality Of Earnings Reports Work The Importance Of Planning Ahead In Business The Difference Between Selling Small And Mid-Sized Businesses Knowing When To Sell Your Business   Our Favorite Quotes: "We’ve just got to help them, right, so they can achieve the American dream." - Steve Conwell “The reality is, if you get your business to have a good value for somebody else, guess who else is probably valuable to: you, right? I mean, you're just doing the stuff that makes it a better business all the way around.” - Rob Schulz “What can kill the value of a business is that the buyers look at it and go, ‘well, without you, there isn't much of a business.’" - Steve Conwell   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.

    54 min
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P&L (Priorities and Lifestyle) Podcast with Rob Schulz is a show for business owners. Join us as host and financial planner Rob Schulz connects with business owners and experts to talk about business building, life, money — and the all-important transition out of the business, which is a challenge and an opportunity for everyone who steps on this path. See our disclosures here - https://www.schulzwealth.com/

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