58 episodes

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/

P&L: Priorities & Lifestyle Rob Schulz

    • Business
    • 5.0 • 1 Rating

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/

    What It Means To Sell Your Business (with Dane Craig)

    What 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 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.

    • 50 min
    The Spine Surgery Guarantee With Jamie Rindler

    The 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 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

    • 46 min
    The Emotional Impact of Wealth Planning With Cindy Arledge

    The 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 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.
     

    • 58 min
    Chef Forrest "Gump" Parker: Founder And Culinary Evangelist

    Chef 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 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.

    • 48 min
    Starting The Entrepreneurial Journey During Covid with Will Young

    Starting 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.
     
    "Our measurable is not revenue or EBITDA. Our measurable is lives connected." - Will Young
     
    This week on Priorities Lifestyle:
     
    Understanding Customer Needs
    Finding and Closing on Aerowave: A Business Acquisition Journey
    The Allure of Entrepreneurial Mentorship
    Navigating Business Acquisitions During COVID
    Cash Flow Lifestyle vs. Expansion-Oriented Growth
    Direct Client Interaction for Business Growth
     
    Our Favorite Quotes:
     
    "You need to spend at least 40% of your time selling and being in front of your clients. That's how you learn what you do and consistently delight your clients." - Will Young
    "With perseverance and hard work, success can be achieved in the business acquisition process." - Will Young
    "If you get people who are really good and like doing what you need them to do, you don't need to do it." - Will Young
     
    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.
     

    • 50 min
    Personalized Banking Services for High Net Worth Individuals With Bill Kresser

    Personalized 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 lines of credit for business owners and high net worth individuals, which can be used for various purposes without impacting personal credit. Join Rob Schulz and Bill Kresser on this episode of the Priorities and Lifestyle podcast to learn more about his unique approach to private banking.
     
    "You got to be able to sleep at night, and you and I, it's just our job to help them when it comes to financial questions, to be able to give them that peace of mind and make sure that whatever their risk is that we're eluding it or diverting it." - Bill Kresser
     
    This week on Priorities Lifestyle:
     
    Bill Shares Why An Unsecured Line Of Credit Is So Valuable For High Net Worth Individuals
    Gaining And Maintaining Loyalty From Your Clients As A Banker
    The Impact Of Low Interest Rates On Residential Real Estate
    The Importance of Maintaining Communication And Education Between Bankers and Clients
    Diversification In Banking
    Setting Up Your Children For Financial Success
    Post-College Planning
     
    Our Favorite Quotes:
     
    "But it comes down to: are you working with somebody that you know that you can trust, that is looking out for you? And that's the same business that you're in, right? It’s a people business, and getting to know people." - Bill Kresser
    "That's the risk that bankers have to think about all the time. What's going to happen if this happens here?" - 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.

    • 52 min

Customer Reviews

5.0 out of 5
1 Rating

1 Rating

Top Podcasts In Business

REAL AF with Andy Frisella
Andy Frisella #100to0
The Dough
Lemonada Media
The Ramsey Show
Ramsey Network
The Marketing Architects
Marketing Architects
Money Rehab with Nicole Lapin
Money News Network
The Money Mondays
Dan Fleyshman